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Evercore

396 hedge funds and large institutions have $4.59B invested in Evercore in 2023 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 125 increasing their positions, 168 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
-3
Holders Change %
-0.75%
% of All Funds
6.31%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
53
Increased
125
Reduced
168
Closed
53
Calls
$12M
Puts
$11.1M
Net Calls
+$952K
Net Calls Change
+$65K
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Portfolio Solutions
301
Envestnet Portfolio Solutions
Illinois
$246K +$246K +1,786 New
GT
302
Greenleaf Trust
Michigan
$246K +$138 +1 +0.1%
EWM
303
Evercore Wealth Management
New York
$244K
SCM
304
Shelton Capital Management
Colorado
$243K
Commonwealth Equity Services
305
Commonwealth Equity Services
Massachusetts
$236K +$4.01K +29 +2%
IFU
306
iSAM Funds (UK)
United Kingdom
$230K +$230K +1,668 New
CB
307
Commerce Bank
Missouri
$221K +$221K +1,605 New
OTL
308
Oak Thistle LLC
New York
$221K +$221K +1,601 New
KI
309
Kapitalo Investimentos
Brazil
$219K +$219K +1,591 New
D.E. Shaw & Co
310
D.E. Shaw & Co
New York
$207K +$207K +1,500 New
FBT
311
First Bank & Trust
South Dakota
$206K +$206K +1,493 New
QT
312
Quantamental Technologies
New York
$204K -$272K -1,971 -57%
JWM
313
Janiczek Wealth Management
Colorado
$203K +$2.34K +17 +1%
ICG
314
InterOcean Capital Group
Tennessee
$201K +$201K +1,457 New
SFO
315
Stokes Family Office
Louisiana
$201K +$201K +1,455 New
SPIA
316
Steward Partners Investment Advisory
New York
$198K -$45.2K -328 -19%
ETC
317
Exchange Traded Concepts
Oklahoma
$191K +$191K +1,386 New
PA
318
Parallel Advisors
California
$185K +$552 +4 +0.3%
WBC
319
Westpac Banking Corp
Australia
$179K +$179K +1,300 New
National Bank of Canada
320
National Bank of Canada
Quebec, Canada
$138K +$138K +1,040 New
DZ Bank
321
DZ Bank
Germany
$138K -$285K -2,066 -67%
BTI
322
Blue Trust Inc
Georgia
$135K +$80.5K +650 +148%
CI Investments Inc
323
CI Investments Inc
Ontario, Canada
$134K +$2.35K +17 +2%
IPW
324
Impact Partnership Wealth
Georgia
$129K +$129K +933 New
TRCT
325
Tower Research Capital (TRC)
New York
$124K -$168K -1,220 -58%