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Evercore

424 hedge funds and large institutions have $4.63B invested in Evercore in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 138 increasing their positions, 163 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
-4
Holders Change %
-0.93%
% of All Funds
7.45%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
47
Increased
138
Reduced
163
Closed
44
Calls
$16.8M
Puts
$11.2M
Net Calls
+$5.56M
Net Calls Change
+$9.4M
Name Holding Trade Value Shares
Change
Shares
Change %
PFO
301
Pathstone Family Office
New Jersey
$341K +$341K +2,556 New
M&T Bank
302
M&T Bank
New York
$334K +$69.7K +522 +26%
Commonwealth Equity Services
303
Commonwealth Equity Services
Massachusetts
$330K +$17.6K +132 +6%
CANY
304
Caxton Associates (New York)
New York
$320K -$231K -1,725 -42%
SCM
305
Shelton Capital Management
Colorado
$315K
PG
306
Pendal Group
Australia
$310K -$72.7K -543 -19%
CI Investments Inc
307
CI Investments Inc
Ontario, Canada
$303K +$5.61K +42 +2%
Mackenzie Financial
308
Mackenzie Financial
Ontario, Canada
$299K -$6.81K -51 -2%
WA
309
Wambolt & Associates
Colorado
$292K +$67.3K +488 +30%
SM
310
Sciencast Management
New Jersey
$286K +$286K +1,937 New
RHJA
311
Rice Hall James & Associates
California
$284K
ZB
312
Zions Bancorporation
Utah
$284K +$16.9K +126 +6%
QIM
313
Quantitative Investment Management
Virginia
$281K +$281K +2,105 New
ONB
314
Old National Bancorp
Indiana
$270K -$27.6K -206 -9%
NFG
315
Next Financial Group
Texas
$270K +$261K +1,951 +2,748%
DADC
316
D.A. Davidson & Co
Montana
$268K +$3.87K +29 +1%
URS
317
Utah Retirement Systems
Utah
$267K -$13.4K -100 -5%
KPWS
318
Kestra Private Wealth Services
Texas
$265K -$27.9K -209 -10%
ISL
319
Ingalls & Snyder LLC
New York
$260K -$13K -97 -5%
OAM
320
Origin Asset Management
United Kingdom
$259K
AssetMark Inc
321
AssetMark Inc
California
$257K -$482K -3,608 -65%
MYIA
322
Mount Yale Investment Advisors
Colorado
$255K -$1.74K -13 -0.7%
RWM
323
Ritholtz Wealth Management
New York
$254K +$254K +1,900 New
WAM
324
World Asset Management
Michigan
$250K -$20.5K -153 -8%
PA
325
Profund Advisors
Maryland
$248K -$47.4K -355 -16%