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Evercore

380 hedge funds and large institutions have $2.98B invested in Evercore in 2022 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 152 increasing their positions, 143 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
380
Holders Change
-26
Holders Change %
-6.4%
% of All Funds
6.43%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
44
Increased
152
Reduced
143
Closed
61
Calls
$4.32M
Puts
$17.1M
Net Calls
-$12.8M
Net Calls Change
-$11.7M
Name Holding Trade Value Shares
Change
Shares
Change %
SOW
301
State of Wyoming
Wyoming
$99K -$91K -970 -48%
C
302
Covestor
United Kingdom
$99K -$24K -256 -20%
CFB
303
Cullen/Frost Bankers
Texas
$94K -$470 -5 -0.5%
CI Investments Inc
304
CI Investments Inc
Ontario, Canada
$92K -$48.8K -522 -35%
IA
305
IFP Advisors
Florida
$92K
EWA
306
EverSource Wealth Advisors
Alabama
$75K +$75K +806 New
Lazard Asset Management
307
Lazard Asset Management
New York
$67K -$1.11K -12 -2%
CFGS
308
Concourse Financial Group Securities
Alabama
$65K -$11.5K -123 -15%
FF
309
FourThought Financial
Florida
$62K +$6.76K +72 +12%
JWM
310
Janiczek Wealth Management
Colorado
$45K +$5.61K +56 +14%
PFBT
311
Parkside Financial Bank & Trust
Missouri
$44K -$10.4K -110 -19%
TWA
312
TCI Wealth Advisors
Arizona
$44K +$37K +398 +531%
PFS
313
Prospera Financial Services
Texas
$43K -$283 -3 -0.7%
S
314
SignatureFD
Georgia
$43K +$31.6K +337 +279%
DekaBank Deutsche Girozentrale
315
DekaBank Deutsche Girozentrale
Germany
$42K -$1.05M -11,000 -96%
FPS
316
Fieldpoint Private Securities
Connecticut
$42K -$7K -74 -14%
APA
317
American Portfolios Advisors
New York
$38.8K -$7.49K -80 -16%
QC
318
Quent Capital
New York
$37K -$2.07K -22 -5%
QCG
319
Quadrant Capital Group
Ohio
$37K +$8K +85 +28%
BFEC
320
Benjamin F. Edwards & Company
Missouri
$35K +$7.22K +78 +26%
AP
321
Atwood & Palmer
Missouri
$34K
HFM
322
Harvest Fund Management
China
$33K
Carson Wealth (CWM LLC)
323
Carson Wealth (CWM LLC)
Nebraska
$33K +$21.7K +234 +192%
TPCW
324
TD Private Client Wealth
New York
$31.7K +$7.68K +82 +32%
FCA
325
FinTrust Capital Advisors
South Carolina
$26K +$4.35K +45 +20%