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Evercore

471 hedge funds and large institutions have $6.47B invested in Evercore in 2024 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 159 increasing their positions, 165 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
+35
Holders Change %
+8.03%
% of All Funds
6.83%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
73
Increased
159
Reduced
165
Closed
36
Calls
$10.2M
Puts
$12.1M
Net Calls
-$1.85M
Net Calls Change
-$497K
Name Holding Trade Value Shares
Change
Shares
Change %
Nisa Investment Advisors
276
Nisa Investment Advisors
Missouri
$710K -$1.14M -5,920 -62%
Federated Hermes
277
Federated Hermes
Pennsylvania
$708K -$40.3K -209 -5%
MHI
278
Miller Howard Investments
New York
$704K +$4.24K +22 +0.6%
CPBTD
279
Central Pacific Bank - Trust Division
Hawaii
$698K +$698K +3,690 New
WIS
280
Wright Investors Service
Connecticut
$695K -$19.3K -100 -3%
DAS
281
Dynamic Advisor Solutions
Arizona
$688K +$86.7K +450 +14%
KCM
282
Kendall Capital Management
Maryland
$653K -$102K -530 -14%
BF
283
BOK Financial
Oklahoma
$638K -$8.9K -47 -1%
GDP
284
Great Diamond Partners
Maine
$627K +$627K +3,254 New
CAN
285
Cetera Advisor Networks
California
$619K -$383K -1,988 -38%
BHCM
286
Brevan Howard Capital Management
Jersey
$617K +$333K +1,729 +117%
EGM
287
Engineers Gate Manager
New York
$607K +$607K +3,151 New
Two Sigma Investments
288
Two Sigma Investments
New York
$603K -$1.73M -8,970 -74%
ORC
289
O'Rourke & Company
Massachusetts
$596K +$17.5K +91 +3%
P
290
Pitcairn
Pennsylvania
$586K -$46.2K -240 -7%
CM
291
Capula Management
Cayman Islands
$576K +$576K +2,989 New
SAM
292
Securian Asset Management
Minnesota
$549K -$19.3K -100 -3%
MCM
293
MAI Capital Management
Ohio
$546K -$4.43K -23 -0.8%
CIA
294
Concurrent Investment Advisors
Florida
$539K +$539K +2,800 New
VA
295
Vident Advisory
Georgia
$537K -$2.89K -15 -0.5%
CCM
296
Coldstream Capital Management
Washington
$536K +$1.16K +6 +0.2%
Susquehanna International Group
297
Susquehanna International Group
Pennsylvania
$536K -$429K -2,227 -44%
CGH
298
Crossmark Global Holdings
Texas
$535K +$8.66K +45 +2%
Janney Montgomery Scott
299
Janney Montgomery Scott
Pennsylvania
$528K +$272K +1,410 +106%
MSRPS
300
Maryland State Retirement & Pension System
Maryland
$508K