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Evercore

340 hedge funds and large institutions have $2.96B invested in Evercore in 2019 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 119 increasing their positions, 136 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
+9
Holders Change %
+2.72%
% of All Funds
7.47%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
43
Increased
119
Reduced
136
Closed
34
Calls
$1.37M
Puts
$6.99M
Net Calls
-$5.62M
Net Calls Change
+$9.93M
Name Holding Trade Value Shares
Change
Shares
Change %
ClearBridge Investments
301
ClearBridge Investments
New York
$30K -$160 -2 -0.5%
HA
302
Harbor Advisors
Florida
$30K
Rockefeller Capital Management
303
Rockefeller Capital Management
New York
$26K +$8.59K +107 +49%
FHA
304
First Horizon Advisors
Tennessee
$25K
CFGS
305
Concourse Financial Group Securities
Alabama
$22K -$28K -351 -56%
Simplex Trading
306
Simplex Trading
Illinois
$20K +$20K +252 New
HNB
307
Huntington National Bank
Ohio
$18K -$68.6K -839 -79%
PFBT
308
Parkside Financial Bank & Trust
Missouri
$18K -$243 -3 -1%
FBT
309
First Bank & Trust
South Dakota
$17K
PA
310
Parallel Advisors
California
$16K +$7.14K +87 +81%
VanEck Associates
311
VanEck Associates
New York
$13K +$7.68K +98 +144%
SFS
312
Sowell Financial Services
Arkansas
$13K +$13K +166 New
TRCT
313
Tower Research Capital (TRC)
New York
$12K -$1.75M -22,133 -99%
AW
314
Alpha Windward
Massachusetts
$11K
CIAS
315
Capital Investment Advisory Services
North Carolina
$10K
GKIM
316
GW&K Investment Management
Massachusetts
$10K +$10K +131 New
GRP
317
Global Retirement Partners
California
$9K +$82 +1 +0.9%
CIA
318
CSat Investment Advisory
Michigan
$9K +$1.91K +24 +27%
AF
319
Advisornet Financial
Minnesota
$9K +$9K +108 New
FQ
320
First Quadrant
California
$9K +$9K +109 New
HIM
321
Hillsdale Investment Management
Ontario, Canada
$8K
ASN
322
Advisory Services Network
Georgia
$7K
NFG
323
Next Financial Group
Texas
$6K
LC
324
Lindbrook Capital
California
$4K -$1K -14 -20%
TCM
325
Tradewinds Capital Management
Washington
$4K