EVR icon

Evercore

351 hedge funds and large institutions have $3.96B invested in Evercore in 2020 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 111 increasing their positions, 113 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+50
Holders Change %
+16.61%
% of All Funds
6.23%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
83
Increased
111
Reduced
113
Closed
31
Calls
$13.1M
Puts
$10.2M
Net Calls
+$2.94M
Net Calls Change
+$1.29M
Name Holding Trade Value Shares
Change
Shares
Change %
TRCT
276
Tower Research Capital (TRC)
New York
$217K +$125K +1,141 +136%
DT
277
Diversified Trust
Tennessee
$215K +$215K +1,963 New
OQS
278
Occudo Quantitative Strategies
Florida
$213K +$213K +1,939 New
MML Investors Services
279
MML Investors Services
Massachusetts
$211K +$211K +1,923 New
CS
280
Cannell & Spears
New York
$208K -$133K -1,215 -39%
FMT
281
First Mercantile Trust
Tennessee
$189K -$15.5K -142 -8%
CI Investments Inc
282
CI Investments Inc
Ontario, Canada
$187K +$187K +1,702 New
VI
283
Vestcor Inc
New Brunswick, Canada
$186K +$186K +1,700 New
PNC Financial Services Group
284
PNC Financial Services Group
Pennsylvania
$174K +$17.6K +159 +11%
PWPS
285
Pinnacle Wealth Planning Services
Ohio
$159K +$159K +1,454 New
OSAM
286
O'Shaughnessy Asset Management
Connecticut
$134K +$74.4K +676 +125%
FC
287
FORA Capital
Florida
$134K +$134K +1,223 New
CFB
288
Cullen/Frost Bankers
Texas
$110K
CFGS
289
Concourse Financial Group Securities
Alabama
$96K +$8.18K +75 +9%
SFSIG
290
San Francisco Sentry Investment Group
California
$88K
PHK
291
Point72 Hong Kong
Hong Kong
$83K -$103K -948 -55%
CTC
292
Central Trust Company
Missouri
$80K +$80K +727 New
VanEck Associates
293
VanEck Associates
New York
$76K +$11.2K +103 +17%
FF
294
FourThought Financial
Florida
$69K +$69K +631 New
FFG
295
Fortem Financial Group
California
$68K +$68K +624 New
PFBT
296
Parkside Financial Bank & Trust
Missouri
$59K -$1.43K -13 -2%
LIM
297
Longfellow Investment Management
Massachusetts
$55K +$55K +493 New
Bessemer Group
298
Bessemer Group
New Jersey
$46K +$40.9K +367 +798%
IAIM
299
International Assets Investment Management
Florida
$44K +$44K +400 New
FPS
300
Fieldpoint Private Securities
Connecticut
$42K +$42K +386 New