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Evercore

438 hedge funds and large institutions have $4.63B invested in Evercore in 2021 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 146 increasing their positions, 168 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
+14
Holders Change %
+3.3%
% of All Funds
6.76%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
64
Increased
146
Reduced
168
Closed
42
Calls
$5.78M
Puts
$3.72M
Net Calls
+$2.05M
Net Calls Change
-$3.51M
Name Holding Trade Value Shares
Change
Shares
Change %
KFA
301
Krane Funds Advisors
New York
$363K -$52.6K -387 -13%
Commonwealth Equity Services
302
Commonwealth Equity Services
Massachusetts
$361K +$25.3K +186 +8%
M&T Bank
303
M&T Bank
New York
$358K +$18K +132 +5%
JCIA
304
Jackson Creek Investment Advisors
Colorado
$352K +$352K +2,588 New
CCM
305
Coldstream Capital Management
Washington
$348K +$348K +2,560 New
WHG
306
Westwood Holdings Group
Texas
$345K -$9.94M -73,088 -97%
PNC Financial Services Group
307
PNC Financial Services Group
Pennsylvania
$338K +$129K +944 +62%
VF
308
Virtu Financial
New York
$336K +$336K +2,470 New
SP
309
Symmetry Partners
Connecticut
$335K
RC
310
RegentAtlantic Capital
New Jersey
$334K +$334K +2,456 New
Cambridge Investment Research Advisors
311
Cambridge Investment Research Advisors
Iowa
$329K +$92.5K +680 +39%
CANY
312
Caxton Associates (New York)
New York
$325K
PAMS
313
Pictet Asset Management (Switzerland)
Switzerland
$311K -$93.2K -686 -23%
ZB
314
Zions Bancorporation
Utah
$306K +$17.3K +127 +6%
AWM
315
AE Wealth Management
Kansas
$302K +$302K +2,221 New
GCM
316
Graham Capital Management
Connecticut
$296K +$296K +2,179 New
CW
317
CreativeOne Wealth
Kansas
$294K +$59.8K +441 +26%
TRCT
318
Tower Research Capital (TRC)
New York
$292K -$90.7K -669 -24%
SCA
319
Snowden Capital Advisors
New York
$291K -$74K -545 -20%
RHJA
320
Rice Hall James & Associates
California
$288K
DAS
321
Dynamic Advisor Solutions
Arizona
$287K +$54.3K +400 +23%
SCM
322
Shelton Capital Management
Colorado
$285K -$34.5K -254 -11%
CCIA
323
Campbell & Co Investment Adviser
Maryland
$285K +$33.9K +250 +14%
KPWS
324
Kestra Private Wealth Services
Texas
$284K +$14.3K +105 +5%
Jane Street
325
Jane Street
New York
$281K -$739K -5,449 -72%