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Evercore

396 hedge funds and large institutions have $4.59B invested in Evercore in 2023 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 125 increasing their positions, 168 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
-3
Holders Change %
-0.75%
% of All Funds
6.31%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
53
Increased
125
Reduced
168
Closed
53
Calls
$12M
Puts
$11.1M
Net Calls
+$952K
Net Calls Change
+$65K
Name Holding Trade Value Shares
Change
Shares
Change %
BF
251
BOK Financial
Oklahoma
$538K +$2.21K +17 +0.4%
Public Employees Retirement Association of Colorado
252
Public Employees Retirement Association of Colorado
Colorado
$535K
I
253
InceptionR
California
$532K +$155K +1,123 +41%
MML Investors Services
254
MML Investors Services
Massachusetts
$531K -$13K -94 -2%
KeyBank National Association
255
KeyBank National Association
Ohio
$520K +$193K +1,400 +59%
WIS
256
Wright Investors Service
Connecticut
$515K -$22.3K -162 -4%
LPL Financial
257
LPL Financial
California
$502K +$30.3K +220 +6%
MHI
258
Miller Howard Investments
New York
$495K -$827 -6 -0.2%
WG
259
Winton Group
United Kingdom
$494K -$253K -1,838 -34%
MOS
260
MGO One Seven
Ohio
$489K -$4.27K -31 -0.9%
CAM
261
Cresset Asset Management
Illinois
$465K +$176K +1,276 +61%
P
262
Pitcairn
Pennsylvania
$459K -$2.76K -20 -0.6%
DAS
263
Dynamic Advisor Solutions
Arizona
$458K -$3.17K -23 -0.7%
PRS
264
Pinkerton Retirement Specialists
Idaho
$455K +$455K +3,300 New
HSBC Holdings
265
HSBC Holdings
United Kingdom
$446K -$588K -4,265 -57%
PRC
266
Pearl River Capital
Michigan
$430K -$555K -4,028 -56%
NYLIM
267
New York Life Investment Management
New York
$425K -$67.7K -491 -14%
TCG
268
Tremblant Capital Group
Florida
$423K +$110K +799 +35%
VA
269
Vident Advisory
Georgia
$418K +$418K +3,035 New
SAM
270
Securian Asset Management
Minnesota
$407K -$26.3K -191 -6%
Walleye Trading
271
Walleye Trading
New York
$403K +$403K +2,925 New
CGH
272
Crossmark Global Holdings
Texas
$403K -$353K -2,642 -47%
ORC
273
O'Rourke & Company
Massachusetts
$398K +$552 +4 +0.1%
MCM
274
MAI Capital Management
Ohio
$395K -$1.24K -9 -0.3%
PAS
275
Park Avenue Securities
New York
$392K +$392K +2,842 New