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Evercore

351 hedge funds and large institutions have $3.96B invested in Evercore in 2020 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 111 increasing their positions, 113 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+50
Holders Change %
+16.61%
% of All Funds
6.23%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
83
Increased
111
Reduced
113
Closed
31
Calls
$13.1M
Puts
$10.2M
Net Calls
+$2.94M
Net Calls Change
+$1.29M
Name Holding Trade Value Shares
Change
Shares
Change %
QCG
301
Quadrant Capital Group
Ohio
$41K
FCA
302
FinTrust Capital Advisors
South Carolina
$33K -$10.2K -93 -24%
PA
303
Parallel Advisors
California
$27K +$10.9K +99 +68%
OIA
304
Optimum Investment Advisors
Illinois
$22K
CAAS
305
Capital Asset Advisory Services
Michigan
$20K +$20K +179 New
CTFG
306
Capstone Triton Financial Group
Oklahoma
$20K +$20K +185 New
BCA
307
Berman Capital Advisors
Georgia
$19K
FHC
308
First Horizon Corporation
Tennessee
$19K +$19K +178 New
MRCM
309
M&R Capital Management
New Jersey
$18K
Fidelity Investments
310
Fidelity Investments
Massachusetts
$17K +$7.27K +65 +75%
Rockefeller Capital Management
311
Rockefeller Capital Management
New York
$17K +$8.45K +79 +99%
NFG
312
Next Financial Group
Texas
$17K +$17K +151 New
TWM
313
Tradition Wealth Management
Minnesota
$15K +$15K +138 New
CWC
314
Carolinas Wealth Consulting
North Carolina
$14K -$2.06K -19 -13%
GKIM
315
GW&K Investment Management
Massachusetts
$14K
ASN
316
Advisory Services Network
Georgia
$14K
AIL
317
AGF Investments LLC
Ontario, Canada
$14K +$14K +132 New
CFD
318
Creative Financial Designs
Indiana
$12K
S
319
SignatureFD
Georgia
$11K +$2.59K +24 +31%
PAM
320
Panagora Asset Management
Massachusetts
$10K -$1.2K -11 -11%
MAM
321
Meeder Asset Management
Ohio
$10K +$2.72K +25 +37%
AssetMark Inc
322
AssetMark Inc
California
$9K +$6.59K +60 +273%
AIG
323
American International Group
New York
$8.04K -$119 -1,083 -1%
FBT
324
First Bank & Trust
South Dakota
$8K
TWA
325
TCI Wealth Advisors
Arizona
$8K