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Evercore

327 hedge funds and large institutions have $2.8B invested in Evercore in 2019 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 115 increasing their positions, 134 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
-13
Holders Change %
-3.82%
% of All Funds
6.46%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
45
Increased
115
Reduced
134
Closed
48
Calls
$971K
Puts
$2.42M
Net Calls
-$1.45M
Net Calls Change
+$4.16M
Name Holding Trade Value Shares
Change
Shares
Change %
QCG
276
Quadrant Capital Group
Ohio
$75K
CFB
277
Cullen/Frost Bankers
Texas
$75K +$75K +1,000 New
PI
278
PEAK6 Investments
Illinois
$73K +$73K +970 New
TRCT
279
Tower Research Capital (TRC)
New York
$61K +$49.6K +662 +436%
Northwestern Mutual Wealth Management
280
Northwestern Mutual Wealth Management
Wisconsin
$60K +$7.77K +104 +15%
Chevy Chase Trust
281
Chevy Chase Trust
Maryland
$52K +$52K +699 New
CHAM
282
Clear Harbor Asset Management
Connecticut
$51.6K +$51.6K +690 New
Fidelity Investments
283
Fidelity Investments
Massachusetts
$41K -$6.75K -90 -14%
CFGS
284
Concourse Financial Group Securities
Alabama
$41K +$20.5K +275 +100%
OIA
285
Optimum Investment Advisors
Illinois
$35K +$4.89K +65 +16%
FHA
286
First Horizon Advisors
Tennessee
$31K +$6.7K +92 +28%
SFPG
287
Stonebridge Financial Planning Group
Florida
$30K +$30K +400 New
ClearBridge Investments
288
ClearBridge Investments
New York
$29K +$230 +3 +0.8%
PFBT
289
Parkside Financial Bank & Trust
Missouri
$29K +$12.6K +171 +77%
FBT
290
First Bank & Trust
South Dakota
$16K
FQ
291
First Quadrant
California
$16K +$8.04K +110 +101%
PA
292
Parallel Advisors
California
$15K
VanEck Associates
293
VanEck Associates
New York
$14K +$1.83K +25 +15%
FCA
294
FinTrust Capital Advisors
South Carolina
$13K -$33.7K -441 -72%
AW
295
Alpha Windward
Massachusetts
$13K +$2.66K +35 +26%
Rockefeller Capital Management
296
Rockefeller Capital Management
New York
$12K -$12K -162 -50%
SFS
297
Sowell Financial Services
Arkansas
$12K -$450 -6 -4%
GKIM
298
GW&K Investment Management
Massachusetts
$10K
ASN
299
Advisory Services Network
Georgia
$10K +$4.25K +59 +74%
GAM
300
Gemmer Asset Management
California
$10K +$7.41K +100 +286%