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Evercore

419 hedge funds and large institutions have $3.76B invested in Evercore in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 140 increasing their positions, 139 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
+25
Holders Change %
+6.35%
% of All Funds
6.71%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
71
Increased
140
Reduced
139
Closed
41
Calls
$5.54M
Puts
$7.91M
Net Calls
-$2.37M
Net Calls Change
-$1.04M
Name Holding Trade Value Shares
Change
Shares
Change %
MHI
276
Miller Howard Investments
New York
$411K +$411K +3,559 New
M&T Bank
277
M&T Bank
New York
$407K -$10.2K -88 -2%
Mercer Global Advisors
278
Mercer Global Advisors
Colorado
$406K -$14.9K -129 -4%
P
279
Pitcairn
Pennsylvania
$391K -$11.2K -97 -3%
LTI
280
Laffer Tengler Investments
Tennessee
$390K -$14.7K -127 -4%
VRS
281
Virginia Retirement Systems
Virginia
$381K +$381K +3,300 New
DCM
282
Dupont Capital Management
Delaware
$381K -$72.3K -627 -16%
SAM
283
Securian Asset Management
Minnesota
$379K
DWM
284
Dakota Wealth Management
Florida
$370K +$18K +156 +5%
SGI
285
Summit Global Investments
Utah
$369K +$369K +3,201 New
TC
286
TwinBeech Capital
New York
$353K +$353K +3,063 New
DAS
287
Dynamic Advisor Solutions
Arizona
$352K +$13.2K +114 +4%
MSRPS
288
Maryland State Retirement & Pension System
Maryland
$349K
GCM
289
Graham Capital Management
Connecticut
$341K +$341K +2,955 New
SBH
290
Segall Bryant & Hamill
Illinois
$336K +$97.2K +845 +41%
DI
291
DFPG Investments
Utah
$323K +$44.4K +385 +16%
NRD
292
Nebula Research & Development
New York
$320K +$320K +2,776 New
ORC
293
O'Rourke & Company
Massachusetts
$317K +$4.72K +41 +2%
GLA
294
Great Lakes Advisors
Illinois
$316K -$16.6K -144 -5%
FHA
295
Flagship Harbor Advisors
Massachusetts
$313K -$4.62K -40 -1%
Cetera Investment Advisers
296
Cetera Investment Advisers
Illinois
$313K +$2.42K +21 +0.8%
CCM
297
Coldstream Capital Management
Washington
$309K +$4.15K +36 +1%
Allianz Asset Management
298
Allianz Asset Management
Germany
$302K +$302K +2,614 New
RCM
299
Radnor Capital Management
Pennsylvania
$299K
MYIA
300
Mount Yale Investment Advisors
Colorado
$288K -$10.5K -91 -4%