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Evercore

333 hedge funds and large institutions have $2.6B invested in Evercore in 2018 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 92 increasing their positions, 158 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
-28
Holders Change %
-7.76%
% of All Funds
7.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
53
Increased
92
Reduced
158
Closed
80
Calls
$2.44M
Puts
$6.91M
Net Calls
-$4.47M
Net Calls Change
+$4.21M
Name Holding Trade Value Shares
Change
Shares
Change %
PCIA
301
Prime Capital Investment Advisors
Kansas
$13K +$13K +183 New
JA
302
JOYN Advisors
Georgia
$9K +$7.09K +100 +370%
W
303
WealthOne
New York
$8K +$8K +114 New
FCA
304
FinTrust Capital Advisors
South Carolina
$8K +$8K +118 New
ER
305
Enlightenment Research
Florida
$7K +$7K +100 New
WDL
306
Well Done LLC
Michigan
$6K +$6K +83 New
CC
307
Claybrook Capital
Massachusetts
$6K +$6K +83 New
WAM
308
Wealthspire Advisors (Maryland)
Maryland
$5K -$1.57K -21 -24%
AC
309
Avestar Capital
New York
$5K
LC
310
Lindbrook Capital
California
$5K +$5K +70 New
AQA
311
Alpha Quant Advisors
Texas
$5K +$5K +74 New
HNB
312
Huntington National Bank
Ohio
$4K -$69.1K -846 -95%
S
313
SignatureFD
Georgia
$4K -$3.77K -50 -49%
SWM
314
SeaCrest Wealth Management
New York
$4K
TCM
315
Tradewinds Capital Management
Washington
$4K
LPC
316
Loeb Partners Corp
New York
$4K +$4K +50 New
MSA
317
Marino Stram & Associates
Massachusetts
$4K +$4K +53 New
FPFS
318
First Personal Financial Services
North Carolina
$3K
ASN
319
Advisory Services Network
Georgia
$3K
AIM
320
Advantage Investment Management
Iowa
$3K +$3K +35 New
GAM
321
Gemmer Asset Management
California
$3K +$3K +37 New
LNB
322
Ledyard National Bank
$3K +$3K +40 New
MOS
323
MGO One Seven
Ohio
$3K +$3K +53 New
PMFA
324
Plante Moran Financial Advisors
Michigan
$2K
FHA
325
Flagship Harbor Advisors
Massachusetts
$2K