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Evercore

419 hedge funds and large institutions have $3.76B invested in Evercore in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 140 increasing their positions, 139 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
+25
Holders Change %
+6.35%
% of All Funds
6.71%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
71
Increased
140
Reduced
139
Closed
41
Calls
$5.54M
Puts
$7.91M
Net Calls
-$2.37M
Net Calls Change
-$1.04M
Name Holding Trade Value Shares
Change
Shares
Change %
APWM
301
Argonautica Private Wealth Management
Massachusetts
$279K
YMRC
302
Yorktown Management & Research Company
Virginia
$274K
II
303
Inspire Investing
Idaho
$273K +$24.7K +214 +10%
LG
304
Leuthold Group
Minnesota
$271K -$16.6K -144 -6%
Baird Financial Group
305
Baird Financial Group
Wisconsin
$266K -$16.5K -143 -6%
Tudor Investment Corp
306
Tudor Investment Corp
Connecticut
$265K +$265K +2,299 New
TCG
307
Tremblant Capital Group
Florida
$262K +$6.69K +58 +3%
KeyBank National Association
308
KeyBank National Association
Ohio
$259K +$259K +2,249 New
CM
309
Capula Management
Cayman Islands
$257K -$560K -4,855 -69%
IB
310
Intrust Bank
Kansas
$256K +$13.5K +117 +6%
HighTower Advisors
311
HighTower Advisors
Illinois
$251K +$251K +2,145 New
LA
312
Lane & Associates
New Jersey
$246K +$246K +2,135 New
Carson Wealth (CWM LLC)
313
Carson Wealth (CWM LLC)
Nebraska
$238K +$176K +1,530 +285%
NW
314
NewEdge Wealth
Pennsylvania
$232K +$11.8K +102 +5%
VAS
315
Vestmark Advisory Solutions
Massachusetts
$232K +$15.6K +135 +7%
URS
316
Utah Retirement Systems
Utah
$231K
PI
317
PFS Investments
Georgia
$228K +$228K +2,014 New
BAM
318
Belpointe Asset Management
Nevada
$227K +$108K +938 +91%
PNC Financial Services Group
319
PNC Financial Services Group
Pennsylvania
$226K +$6.46K +56 +3%
DA
320
Duality Advisers
Florida
$217K -$68.1K -590 -24%
PCMC
321
Paragon Capital Management (Colorado)
Colorado
$217K -$923 -8 -0.4%
SCM
322
Shelton Capital Management
Colorado
$213K
FBT
323
First Bank & Trust
South Dakota
$206K +$206K +1,787 New
CAN
324
Cetera Advisor Networks
California
$205K +$205K +1,775 New
GT
325
Greenleaf Trust
Michigan
$204K +$204K +1,767 New