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Evercore

436 hedge funds and large institutions have $5.81B invested in Evercore in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 134 increasing their positions, 175 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
+40
Holders Change %
+10.1%
% of All Funds
6.39%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
67
Increased
134
Reduced
175
Closed
23
Calls
$8.83M
Puts
$10.2M
Net Calls
-$1.35M
Net Calls Change
-$2.3M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
276
Securian Asset Management
Minnesota
$505K
MCM
277
MAI Capital Management
Ohio
$489K -$513 -3 -0.1%
Wolverine Trading
278
Wolverine Trading
Illinois
$480K +$480K +2,806 New
VA
279
Vident Advisory
Georgia
$479K -$40K -234 -8%
CCM
280
Coldstream Capital Management
Washington
$475K +$22.2K +130 +5%
CGH
281
Crossmark Global Holdings
Texas
$468K -$47.6K -278 -9%
MSRPS
282
Maryland State Retirement & Pension System
Maryland
$465K
Aviva
283
Aviva
United Kingdom
$456K -$1.49M -8,685 -77%
PRC
284
Pearl River Capital
Michigan
$448K -$85.7K -501 -16%
DI
285
DFPG Investments
Utah
$444K -$10.1K -62 -2%
HI
286
Handelsinvest Investeringsforvaltning
Denmark
$437K +$437K +2,555 New
APG Asset Management
287
APG Asset Management
Netherlands
$434K -$1.55M -10,000 -78%
IB
288
Intrust Bank
Kansas
$423K +$36.3K +212 +9%
FDCDDQ
289
Federation des caisses Desjardins du Quebec
Quebec, Canada
$411K +$411K +2,400 New
Wealth Enhancement Advisory Services
290
Wealth Enhancement Advisory Services
Minnesota
$410K +$70.8K +414 +21%
YMRC
291
Yorktown Management & Research Company
Virginia
$406K
APWM
292
Argonautica Private Wealth Management
Massachusetts
$406K
Cetera Investment Advisers
293
Cetera Investment Advisers
Illinois
$398K +$54.6K +319 +16%
Baird Financial Group
294
Baird Financial Group
Wisconsin
$391K -$31K -181 -7%
MYIA
295
Mount Yale Investment Advisors
Colorado
$386K -$3.76K -22 -1%
M&T Bank
296
M&T Bank
New York
$384K -$11.8K -69 -3%
II
297
Inspire Investing
Idaho
$383K +$2.74K +16 +0.7%
BCM
298
Bayesian Capital Management
New York
$376K -$599K -3,500 -61%
FHA
299
Flagship Harbor Advisors
Massachusetts
$369K -$55.8K -326 -13%
CS
300
Cannell & Spears
New York
$362K