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Evercore

436 hedge funds and large institutions have $5.81B invested in Evercore in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 134 increasing their positions, 175 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
+40
Holders Change %
+10.1%
% of All Funds
6.39%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
67
Increased
134
Reduced
175
Closed
23
Calls
$8.83M
Puts
$10.2M
Net Calls
-$1.35M
Net Calls Change
-$2.3M
Name Holding Trade Value Shares
Change
Shares
Change %
D.E. Shaw & Co
301
D.E. Shaw & Co
New York
$360K +$103K +602 +40%
IIM
302
INTECH Investment Management
Florida
$355K -$101K -592 -22%
NW
303
NewEdge Wealth
Pennsylvania
$354K -$33.9K -198 -9%
SFA
304
Sequoia Financial Advisors
Ohio
$353K +$353K +2,064 New
LA
305
Lane & Associates
New Jersey
$344K -$77.7K -454 -18%
AI
306
Atom Investors
Texas
$343K +$343K +2,008 New
DWM
307
Dakota Wealth Management
Florida
$341K
VAS
308
Vestmark Advisory Solutions
Massachusetts
$338K -$43.6K -255 -11%
CTC
309
Cetera Trust Company
Minnesota
$327K +$327K +1,914 New
URS
310
Utah Retirement Systems
Utah
$325K
PNC Financial Services Group
311
PNC Financial Services Group
Pennsylvania
$324K -$8.21K -48 -2%
GT
312
Greenleaf Trust
Michigan
$314K +$8.55K +50 +3%
Envestnet Portfolio Solutions
313
Envestnet Portfolio Solutions
Illinois
$304K -$1.2K -7 -0.4%
PI
314
PEAK6 Investments
Illinois
$304K +$304K +1,775 New
EWM
315
Evercore Wealth Management
New York
$302K
JFG
316
Jefferies Financial Group
New York
$276K +$276K +1,612 New
PS
317
Principal Securities
Iowa
$274K +$274K +1,601 New
Commonwealth Equity Services
318
Commonwealth Equity Services
Massachusetts
$270K -$22.4K -131 -8%
CSS
319
Cubist Systematic Strategies
Connecticut
$266K +$266K +1,558 New
FBT
320
First Bank & Trust
South Dakota
$261K +$5.99K +35 +2%
SCM
321
Shelton Capital Management
Colorado
$261K -$40.2K -235 -13%
VF
322
Virtu Financial
New York
$258K +$258K +1,510 New
SEC
323
Seven Eight Capital
New York
$257K +$257K +1,501 New
BHCM
324
Brevan Howard Capital Management
Jersey
$252K +$252K +1,475 New
Cambridge Investment Research Advisors
325
Cambridge Investment Research Advisors
Iowa
$252K -$662K -3,880 -72%