EVR icon

Evercore

428 hedge funds and large institutions have $5.02B invested in Evercore in 2021 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 124 increasing their positions, 180 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+18
Holders Change %
+4.39%
% of All Funds
7.47%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
68
Increased
124
Reduced
180
Closed
48
Calls
$26.2M
Puts
$30M
Net Calls
-$3.83M
Net Calls Change
+$2.18M
Name Holding Trade Value Shares
Change
Shares
Change %
CIP
301
Convergence Investment Partners
Florida
$361K -$67K -475 -16%
CAM
302
Cresset Asset Management
Illinois
$359K -$80.7K -572 -18%
PRC
303
Pearl River Capital
Michigan
$353K +$353K +2,507 New
SP
304
Symmetry Partners
Connecticut
$347K
AA
305
ALPS Advisors
Colorado
$339K
PAS
306
Park Avenue Securities
New York
$335K +$13.2K +94 +4%
SCM
307
Shelton Capital Management
Colorado
$332K
Commonwealth Equity Services
308
Commonwealth Equity Services
Massachusetts
$329K +$329K +2,340 New
PCS
309
Personal CFO Solutions
New Jersey
$327K -$93.9K -668 -22%
Mackenzie Financial
310
Mackenzie Financial
Ontario, Canada
$323K -$2.51M -17,800 -89%
ONB
311
Old National Bancorp
Indiana
$313K -$188K -1,334 -38%
CI Investments Inc
312
CI Investments Inc
Ontario, Canada
$313K +$119K +846 +61%
PA
313
Profund Advisors
Maryland
$311K -$6.75K -48 -2%
KPWS
314
Kestra Private Wealth Services
Texas
$309K +$309K +2,194 New
FRM
315
Fox Run Management
Connecticut
$307K -$138K -979 -31%
RHJA
316
Rice Hall James & Associates
California
$299K
URS
317
Utah Retirement Systems
Utah
$296K +$14.1K +100 +5%
ISL
318
Ingalls & Snyder LLC
New York
$288K -$16.8K -119 -6%
WAM
319
World Asset Management
Michigan
$285K -$28.6K -203 -9%
QI
320
QS Investors
New York
$282K -$282K -2,000 -50%
ZB
321
Zions Bancorporation
Utah
$281K +$281K +1,997 New
M&T Bank
322
M&T Bank
New York
$279K -$46.8K -332 -14%
DADC
323
D.A. Davidson & Co
Montana
$278K -$1.69K -12 -0.6%
OAM
324
Origin Asset Management
United Kingdom
$273K +$273K +1,939 New
MYIA
325
Mount Yale Investment Advisors
Colorado
$270K -$2.81K -20 -1%