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Evercore

369 hedge funds and large institutions have $2.66B invested in Evercore in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 124 increasing their positions, 156 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
-11
Holders Change %
-2.89%
% of All Funds
6.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
42
Increased
124
Reduced
156
Closed
50
Calls
$1.76M
Puts
$2.88M
Net Calls
-$1.12M
Net Calls Change
+$11.7M
Name Holding Trade Value Shares
Change
Shares
Change %
Acadian Asset Management
276
Acadian Asset Management
Massachusetts
$145K +$145K +1,777 New
SPIA
277
Steward Partners Investment Advisory
New York
$139K +$136K +1,650 +4,459%
PI
278
PEAK6 Investments
Illinois
$134K -$372K -4,534 -73%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
279
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$127K -$5.52K -67 -4%
C
280
Covestor
United Kingdom
$126K +$39.1K +475 +45%
QT
281
Quantbot Technologies
New York
$110K +$110K +1,341 New
PA
282
Parallel Advisors
California
$99K -$115K -1,399 -54%
IA
283
IFP Advisors
Florida
$92K -$127 -1 -0.1%
JWM
284
Janiczek Wealth Management
Colorado
$87K +$48.2K +559 +124%
NICM
285
Neo Ivy Capital Management
New York
$87K +$87K +1,052 New
Lazard Asset Management
286
Lazard Asset Management
New York
$84K +$25.1K +307 +43%
CFB
287
Cullen/Frost Bankers
Texas
$82K
CI Investments Inc
288
CI Investments Inc
Ontario, Canada
$79K -$2.31K -28 -3%
EWA
289
EverSource Wealth Advisors
Alabama
$68K +$1.41K +17 +2%
FHA
290
First Horizon Advisors
Tennessee
$63K -$35.3K -428 -36%
AP
291
Arlington Partners
Alabama
$57K -$29.9K -367 -34%
FF
292
FourThought Financial
Florida
$53K -$1.66K -20 -3%
APA
293
American Portfolios Advisors
New York
$50.8K +$16.7K +203 +49%
CFGS
294
Concourse Financial Group Securities
Alabama
$46K -$11.5K -139 -20%
PFBT
295
Parkside Financial Bank & Trust
Missouri
$41K +$2K +24 +5%
WFA
296
Wipfli Financial Advisors
Wisconsin
$38K +$38K +467 New
QC
297
Quent Capital
New York
$30K -$2.21K -27 -7%
GIA
298
GHP Investment Advisors
Colorado
$30K +$30K +364 New
TWA
299
TCI Wealth Advisors
Arizona
$29K -$10.4K -125 -26%
HFM
300
Harvest Fund Management
China
$29K