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Evercore

410 hedge funds and large institutions have $4.92B invested in Evercore in 2021 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 137 increasing their positions, 141 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+59
Holders Change %
+16.81%
% of All Funds
7.22%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
90
Increased
137
Reduced
141
Closed
26
Calls
$11.9M
Puts
$17.9M
Net Calls
-$6.01M
Net Calls Change
-$8.95M
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
251
Advisors Capital Management
New Jersey
$632K +$632K +4,802 New
RCM
252
Radnor Capital Management
Pennsylvania
$601K +$4.61K +35 +0.8%
Teacher Retirement System of Texas
253
Teacher Retirement System of Texas
Texas
$598K +$109K +827 +22%
EWM
254
Evercore Wealth Management
New York
$594K -$128K -970 -18%
CWM
255
CIBC World Markets
New York
$594K +$594K +4,512 New
SC
256
Saltoro Capital
Texas
$593K +$593K +4,500 New
Pacer Advisors
257
Pacer Advisors
Pennsylvania
$591K -$6.33K -48 -1%
X
258
Xponance
Pennsylvania
$584K +$24.2K +184 +4%
MOS
259
MGO One Seven
Ohio
$565K -$2.37K -18 -0.4%
FHA
260
Flagship Harbor Advisors
Massachusetts
$565K +$565K +4,289 New
Zurich Cantonal Bank
261
Zurich Cantonal Bank
Switzerland
$562K -$90.5K -687 -14%
CCM
262
Compton Capital Management
Rhode Island
$560K -$72.5K -550 -11%
Neuberger Berman Group
263
Neuberger Berman Group
New York
$557K +$73.3K +556 +15%
QSS
264
Quantitative Systematic Strategies
Florida
$554K +$554K +4,208 New
TF
265
Trek Financial
Arizona
$545K +$545K +4,140 New
CANY
266
Caxton Associates (New York)
New York
$543K +$543K +4,119 New
HIM
267
Hillsdale Investment Management
Ontario, Canada
$538K +$538K +4,080 New
Bank Julius Baer & Co
268
Bank Julius Baer & Co
Switzerland
$531K +$3.95K +30 +0.7%
QI
269
QS Investors
New York
$527K -$738K -5,600 -58%
SAM
270
Securian Asset Management
Minnesota
$522K +$20.3K +154 +4%
BS
271
Banco Santander
Spain
$509K +$509K +3,866 New
RFC
272
Regions Financial Corp
Alabama
$507K -$23.1K -175 -4%
TAIM
273
TD Ameritrade Investment Management
Nebraska
$497K
CGH
274
Crossmark Global Holdings
Texas
$495K +$38.2K +290 +8%
SMF
275
Sterling Manor Financial
New York
$484K -$10.4K -79 -2%