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Evercore

399 hedge funds and large institutions have $4.14B invested in Evercore in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 126 increasing their positions, 169 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
-20
Holders Change %
-4.77%
% of All Funds
6.29%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
45
Increased
126
Reduced
169
Closed
65
Calls
$6.13M
Puts
$5.25M
Net Calls
+$887K
Net Calls Change
+$3.26M
Name Holding Trade Value Shares
Change
Shares
Change %
NW
301
NewEdge Wealth
Pennsylvania
$258K +$9.52K +77 +4%
FC
302
FORA Capital
Florida
$252K -$206K -1,665 -45%
PNC Financial Services Group
303
PNC Financial Services Group
Pennsylvania
$250K +$7.17K +58 +3%
URS
304
Utah Retirement Systems
Utah
$247K
Cetera Investment Advisers
305
Cetera Investment Advisers
Illinois
$246K -$88.8K -719 -27%
MFS
306
Mirabella Financial Services
United Kingdom
$242K +$242K +1,955 New
Creative Planning
307
Creative Planning
Kansas
$232K +$232K +1,874 New
CM
308
Capula Management
Cayman Islands
$222K -$53K -429 -19%
GT
309
Greenleaf Trust
Michigan
$220K +$1.98K +16 +0.9%
EWM
310
Evercore Wealth Management
New York
$218K +$218K +1,767 New
SPIA
311
Steward Partners Investment Advisory
New York
$218K +$5.81K +47 +3%
EP
312
Edgestream Partners
New Jersey
$218K +$218K +1,764 New
SCM
313
Shelton Capital Management
Colorado
$218K -$10.3K -83 -5%
Cambridge Investment Research Advisors
314
Cambridge Investment Research Advisors
Iowa
$215K +$215K +1,737 New
Commonwealth Equity Services
315
Commonwealth Equity Services
Massachusetts
$208K -$37.2K -300 -15%
CAG
316
Csenge Advisory Group
Florida
$203K +$203K +1,642 New
JFG
317
Jefferies Financial Group
New York
$203K +$203K +1,641 New
CIC
318
Cornercap Investment Counsel
Georgia
$201K +$201K +1,630 New
ACM
319
Aquatic Capital Management
Illinois
$198K -$1.04M -8,400 -84%
JWM
320
Janiczek Wealth Management
Colorado
$179K +$3.21K +26 +2%
PA
321
Parallel Advisors
California
$165K -$13.7K -111 -8%
Simplex Trading
322
Simplex Trading
Illinois
$156K +$92.7K +754 +146%
TAIM
323
TD Ameritrade Investment Management
Nebraska
$152K -$20.1K -162 -12%
SOW
324
State of Wyoming
Wyoming
$120K +$22.6K +183 +23%
PI
325
PEAK6 Investments
Illinois
$119K -$482K -3,903 -80%