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Evercore

428 hedge funds and large institutions have $5.02B invested in Evercore in 2021 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 124 increasing their positions, 180 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+18
Holders Change %
+4.39%
% of All Funds
7.47%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
68
Increased
124
Reduced
180
Closed
48
Calls
$26.2M
Puts
$30M
Net Calls
-$3.83M
Net Calls Change
+$2.18M
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
251
Bayesian Capital Management
New York
$681K +$681K +4,841 New
X
252
Xponance
Pennsylvania
$674K +$49.8K +354 +8%
CAPTRUST Financial Advisors
253
CAPTRUST Financial Advisors
North Carolina
$642K -$39.3K -279 -6%
QSS
254
Quantitative Systematic Strategies
Florida
$641K +$48.6K +345 +8%
Robeco Institutional Asset Management
255
Robeco Institutional Asset Management
Netherlands
$641K +$641K +4,553 New
PP
256
PDT Partners
New York
$637K -$320K -2,272 -33%
Pacer Advisors
257
Pacer Advisors
Pennsylvania
$624K -$7.18K -51 -1%
MOS
258
MGO One Seven
Ohio
$601K -$3.66K -26 -0.6%
Zurich Cantonal Bank
259
Zurich Cantonal Bank
Switzerland
$601K
CCM
260
Compton Capital Management
Rhode Island
$591K -$7.04K -50 -1%
LPL Financial
261
LPL Financial
California
$589K +$110K +784 +23%
FHA
262
Flagship Harbor Advisors
Massachusetts
$583K -$20.4K -145 -3%
CANY
263
Caxton Associates (New York)
New York
$580K
Walleye Trading
264
Walleye Trading
New York
$574K +$259K +1,838 +82%
Los Angeles Capital Management
265
Los Angeles Capital Management
California
$556K -$1.16M -8,240 -68%
Sumitomo Mitsui Trust Group
266
Sumitomo Mitsui Trust Group
Japan
$538K +$538K +3,820 New
KFA
267
Krane Funds Advisors
New York
$536K +$36.4K +259 +7%
TF
268
Trek Financial
Arizona
$533K -$50.1K -356 -9%
Bank Julius Baer & Co
269
Bank Julius Baer & Co
Switzerland
$532K -$35.9K -255 -6%
SAM
270
Securian Asset Management
Minnesota
$530K -$28.6K -203 -5%
CGH
271
Crossmark Global Holdings
Texas
$524K -$5.63K -40 -1%
TRCT
272
Tower Research Capital (TRC)
New York
$523K -$188K -1,339 -26%
Neuberger Berman Group
273
Neuberger Berman Group
New York
$519K -$76K -540 -13%
BCM
274
Buckhead Capital Management
Georgia
$510K +$22.5K +160 +5%
MML Investors Services
275
MML Investors Services
Massachusetts
$504K +$79.5K +565 +19%