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Evercore

343 hedge funds and large institutions have $3.44B invested in Evercore in 2019 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 131 increasing their positions, 111 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
+10
Holders Change %
+3%
% of All Funds
7.44%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
53
Increased
131
Reduced
111
Closed
42
Calls
$3.4M
Puts
$14.5M
Net Calls
-$11.1M
Net Calls Change
-$6.6M
Name Holding Trade Value Shares
Change
Shares
Change %
TAIM
301
TD Ameritrade Investment Management
Nebraska
$35K +$35K +384 New
GT
302
Glenmede Trust
Pennsylvania
$33.3K -$4.45K -48,911 -12%
Rockefeller Capital Management
303
Rockefeller Capital Management
New York
$32K -$37.5K -410 -54%
AIS
304
AlphaOne Investment Services
Pennsylvania
$29K
FHA
305
First Horizon Advisors
Tennessee
$29K
FBT
306
First Bank & Trust
South Dakota
$25K -$142K -1,537 -85%
CAW
307
Cornerstone Advisors (Washington)
Washington
$25K +$996 +11 +4%
Loomis, Sayles & Company
308
Loomis, Sayles & Company
Massachusetts
$25K +$2.44K +27 +11%
PA
309
Parallel Advisors
California
$19K -$4.84K -53 -20%
PFBT
310
Parkside Financial Bank & Trust
Missouri
$19K +$19K +209 New
CCMW
311
Cypress Capital Management (Wyoming)
Wyoming
$18K
OWA
312
One Wealth Advisors
California
$16K +$16K +178 New
CTC
313
Central Trust Company
Missouri
$14K +$14K +150 New
IWP
314
Icon Wealth Partners
Texas
$14K +$14K +152 New
MA
315
MUFG Americas
New York
$13K +$13K +144 New
HIM
316
Hillsdale Investment Management
Ontario, Canada
$9K -$456K -5,070 -98%
AC
317
Avestar Capital
New York
$7K
AQA
318
Alpha Quant Advisors
Texas
$7K
OFS
319
Orrstown Financial Services
Pennsylvania
$6K -$13.9K -165 -70%
WAM
320
Wealthspire Advisors (Maryland)
Maryland
$6K
LC
321
Lindbrook Capital
California
$6K
VanEck Associates
322
VanEck Associates
New York
$6K +$6K +68 New
LPC
323
Loeb Partners Corp
New York
$5K
TCM
324
Tradewinds Capital Management
Washington
$5K
SWM
325
SeaCrest Wealth Management
New York
$5K