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Evercore

406 hedge funds and large institutions have $3.77B invested in Evercore in 2022 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 171 increasing their positions, 142 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
-32
Holders Change %
-7.31%
% of All Funds
6.43%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
49
Increased
171
Reduced
142
Closed
76
Calls
$3.95M
Puts
$5.05M
Net Calls
-$1.1M
Net Calls Change
-$3.15M
Name Holding Trade Value Shares
Change
Shares
Change %
RFC
276
Regions Financial Corp
Alabama
$344K -$5.45K -49 -2%
AWM
277
AE Wealth Management
Kansas
$344K +$96.8K +870 +39%
XT
278
XTX Topco
Cayman Islands
$343K +$343K +3,084 New
JF
279
Jump Financial
Illinois
$341K +$341K +3,062 New
WA
280
Wambolt & Associates
Colorado
$339K +$35.4K +317 +12%
MSRPS
281
Maryland State Retirement & Pension System
Maryland
$336K
VF
282
Virtu Financial
New York
$334K +$58.9K +529 +21%
ProShare Advisors
283
ProShare Advisors
Maryland
$333K -$58.9K -530 -15%
PAS
284
Park Avenue Securities
New York
$331K -$32.7K -294 -9%
ORC
285
O'Rourke & Company
Massachusetts
$310K +$111 +1 +0%
VI
286
Versor Investments
New York
$310K +$132K +1,187 +74%
PCS
287
Personal CFO Solutions
New Jersey
$308K -$5.24K -47 -2%
M&T Bank
288
M&T Bank
New York
$307K +$14.8K +133 +5%
E
289
Ergoteles
New York
$300K +$300K +2,699 New
CCM
290
Coldstream Capital Management
Washington
$290K +$5.23K +47 +2%
DCM
291
DGS Capital Management
New Jersey
$290K +$290K +2,606 New
ECM
292
ExodusPoint Capital Management
New York
$289K -$103K -928 -26%
JCIA
293
Jackson Creek Investment Advisors
Colorado
$281K -$7.13K -64 -2%
SCA
294
Snowden Capital Advisors
New York
$280K +$41.7K +375 +17%
PNC Financial Services Group
295
PNC Financial Services Group
Pennsylvania
$279K +$3.78K +34 +1%
PAMS
296
Pictet Asset Management (Switzerland)
Switzerland
$277K +$22.4K +201 +9%
CIP
297
Convergence Investment Partners
Florida
$275K +$55.4K +498 +25%
RC
298
RegentAtlantic Capital
New Jersey
$272K -$1K -9 -0.4%
CANY
299
Caxton Associates (New York)
New York
$267K
IC
300
Intersect Capital
California
$266K +$266K +2,391 New