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Evercore

327 hedge funds and large institutions have $2.8B invested in Evercore in 2019 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 115 increasing their positions, 134 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
-13
Holders Change %
-3.82%
% of All Funds
6.46%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
45
Increased
115
Reduced
134
Closed
48
Calls
$971K
Puts
$2.42M
Net Calls
-$1.45M
Net Calls Change
+$4.16M
Name Holding Trade Value Shares
Change
Shares
Change %
TAIM
301
TD Ameritrade Investment Management
Nebraska
$9K +$9K +124 New
PAM
302
Panagora Asset Management
Massachusetts
$8K -$12.5M -160,526 -100%
AF
303
Advisornet Financial
Minnesota
$8K
GRP
304
Global Retirement Partners
California
$8K
NFG
305
Next Financial Group
Texas
$6K
TCM
306
Tradewinds Capital Management
Washington
$4K
LC
307
Lindbrook Capital
California
$4K
S
308
SignatureFD
Georgia
$3K -$150 -2 -5%
Kayne Anderson Rudnick Investment Management
309
Kayne Anderson Rudnick Investment Management
California
$3K
Bessemer Group
310
Bessemer Group
New Jersey
$3K +$3K +46 New
PMFA
311
Plante Moran Financial Advisors
Michigan
$2K
OPS
312
Orion Portfolio Solutions
Nebraska
$2K +$2K +23 New
GFPC
313
Global Financial Private Client
Florida
$1.79K +$1.79K +24 New
BCA
314
Berman Capital Advisors
Georgia
$1K
AF
315
Allworth Financial
California
$1K
FRA
316
Front Row Advisors
California
$1K
GWMIA
317
Global Wealth Management Investment Advisory
Florida
$1K +$500 +5 +100%
SF
318
Synovus Financial
Georgia
$1K +$1K +10 New
BAM
319
Bellevue Asset Management
Washington
$1K +$1K +13 New
EI
320
Ellevest Inc
New York
$1K +$1K +14 New
CHA
321
Carmichael Hill & Associates
Maryland
$1K +$1K +19 New
HAM
322
Highstreet Asset Management
Ontario, Canada
$1K +$1K +20 New
WRF
323
Waddell & Reed Financial
Kansas
-$36.4M -454,018 Closed
CCMG
324
Clark Capital Management Group
Pennsylvania
-$19.4M -242,681 Closed
PFMOSF
325
Philadelphia Financial Management of San Francisco
California
-$13.5M -168,451 Closed