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Evercore

410 hedge funds and large institutions have $4.92B invested in Evercore in 2021 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 137 increasing their positions, 141 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+59
Holders Change %
+16.81%
% of All Funds
7.22%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
90
Increased
137
Reduced
141
Closed
26
Calls
$11.9M
Puts
$17.9M
Net Calls
-$6.01M
Net Calls Change
-$8.95M
Name Holding Trade Value Shares
Change
Shares
Change %
Group One Trading
301
Group One Trading
Illinois
$345K +$345K +2,620 New
NA
302
Navellier & Associates
Nevada
$345K +$345K +2,622 New
NFG
303
Next Financial Group
Texas
$338K +$318K +2,418 +1,601%
SP
304
Symmetry Partners
Connecticut
$325K +$325K +2,467 New
AA
305
ALPS Advisors
Colorado
$318K +$318K +2,411 New
OSAM
306
O'Shaughnessy Asset Management
Connecticut
$316K +$155K +1,177 +97%
WAM
307
World Asset Management
Michigan
$312K -$12.9K -92 -4%
SCM
308
Shelton Capital Management
Colorado
$310K
M&T Bank
309
M&T Bank
New York
$304K +$14.5K +110 +5%
PAS
310
Park Avenue Securities
New York
$301K +$3.95K +30 +1%
PA
311
Profund Advisors
Maryland
$298K -$28.2K -214 -9%
UFF
312
USA Financial Formulas
Michigan
$297K +$297K +2,258 New
Walleye Trading
313
Walleye Trading
New York
$295K +$295K +2,237 New
ISL
314
Ingalls & Snyder LLC
New York
$285K +$12.6K +96 +5%
RHJA
315
Rice Hall James & Associates
California
$280K +$17.7K +134 +7%
Canada Pension Plan Investment Board
316
Canada Pension Plan Investment Board
Ontario, Canada
$274K -$1.69M -12,824 -86%
URS
317
Utah Retirement Systems
Utah
$263K
OQS
318
Occudo Quantitative Strategies
Florida
$263K +$8.02K +61 +3%
DADC
319
D.A. Davidson & Co
Montana
$262K -$729K -5,535 -74%
MYIA
320
Mount Yale Investment Advisors
Colorado
$256K -$55.2K -418 -18%
PCM
321
Prelude Capital Management
New York
$249K +$249K +1,887 New
Cambridge Investment Research Advisors
322
Cambridge Investment Research Advisors
Iowa
$243K +$243K +1,848 New
Public Sector Pension Investment Board (PSP Investments)
323
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$239K +$239K +1,813 New
CG
324
Caprock Group
Idaho
$235K +$235K +1,782 New
KAS
325
Kestra Advisory Services
Texas
$233K +$233K +1,766 New