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Evercore

436 hedge funds and large institutions have $5.81B invested in Evercore in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 134 increasing their positions, 175 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
+40
Holders Change %
+10.1%
% of All Funds
6.39%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
67
Increased
134
Reduced
175
Closed
23
Calls
$8.83M
Puts
$10.2M
Net Calls
-$1.35M
Net Calls Change
-$2.3M
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
251
LPL Financial
California
$698K +$75.4K +441 +12%
TRCT
252
Tower Research Capital (TRC)
New York
$690K +$537K +3,138 +350%
CAM
253
Cresset Asset Management
Illinois
$671K +$94.1K +550 +16%
KCM
254
Kendall Capital Management
Maryland
$671K -$403K -2,355 -38%
Federated Hermes
255
Federated Hermes
Pennsylvania
$665K -$81.9K -479 -11%
Public Employees Retirement Association of Colorado
256
Public Employees Retirement Association of Colorado
Colorado
$664K
TPCW
257
TD Private Client Wealth
New York
$661K +$556K +3,250 +530%
Citigroup
258
Citigroup
New York
$643K -$99.6K -582 -13%
WIS
259
Wright Investors Service
Connecticut
$635K -$3.76K -22 -0.6%
CC
260
Centiva Capital
New York
$628K +$628K +3,673 New
SG Americas Securities
261
SG Americas Securities
New York
$627K -$52.7K -308 -8%
MHI
262
Miller Howard Investments
New York
$622K +$7.7K +45 +1%
TCG
263
Tremblant Capital Group
Florida
$616K +$91.7K +536 +17%
BF
264
BOK Financial
Oklahoma
$584K -$122K -716 -17%
Creative Planning
265
Creative Planning
Kansas
$573K +$173K +1,013 +43%
MOS
266
MGO One Seven
Ohio
$570K -$37.1K -217 -6%
P
267
Pitcairn
Pennsylvania
$561K -$7.87K -46 -1%
SAM
268
Shell Asset Management
Netherlands
$547K -$159K -930 -23%
XT
269
XTX Topco
Cayman Islands
$544K +$63.1K +369 +13%
PAS
270
Park Avenue Securities
New York
$534K +$47.6K +278 +10%
WG
271
Winton Group
United Kingdom
$530K -$83K -485 -14%
DAS
272
Dynamic Advisor Solutions
Arizona
$520K -$33.5K -201 -6%
ORC
273
O'Rourke & Company
Massachusetts
$514K +$20.2K +118 +4%
NYLIM
274
New York Life Investment Management
New York
$512K -$15.1K -88 -3%
I
275
InceptionR
California
$512K -$149K -870 -23%