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Evercore

365 hedge funds and large institutions have $4.18B invested in Evercore in 2018 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 122 increasing their positions, 134 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
+14
Holders Change %
+3.99%
% of All Funds
8.37%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
60
Increased
122
Reduced
134
Closed
43
Calls
$9.26M
Puts
$20.2M
Net Calls
-$10.9M
Net Calls Change
-$14.8M
Name Holding Trade Value Shares
Change
Shares
Change %
GFP
326
Gryphon Financial Partners
Ohio
$38K -$741 -7 -2%
AIS
327
AlphaOne Investment Services
Pennsylvania
$37K
JCM
328
Jacobi Capital Management
Pennsylvania
$35K +$212 +2 +0.6%
AW
329
Alpha Windward
Massachusetts
$31K -$6.87K -66 -18%
CAW
330
Cornerstone Advisors (Washington)
Washington
$28K
RCAG
331
Rehmann Capital Advisory Group
Michigan
$26.8K -$738 -7 -3%
FHA
332
First Horizon Advisors
Tennessee
$22K
Northwestern Mutual Wealth Management
333
Northwestern Mutual Wealth Management
Wisconsin
$22K +$7.51K +71 +52%
Qube Research & Technologies (QRT)
334
Qube Research & Technologies (QRT)
United Kingdom
$22K +$22K +211 New
CCMW
335
Cypress Capital Management (Wyoming)
Wyoming
$21K
TIM
336
Tortoise Investment Management
New York
$18K
PCP
337
Proficio Capital Partners
Massachusetts
$18K
PA
338
Parallel Advisors
California
$16K +$16K +160 New
IWP
339
Icon Wealth Partners
Texas
$13K +$13K +122 New
SWA
340
Sutton Wealth Advisors
Florida
$12K -$47K -446 -80%
S
341
SignatureFD
Georgia
$11K +$9.83K +92 +836%
WAM
342
Wealthspire Advisors (Maryland)
Maryland
$10K -$538 -5 -5%
AIM
343
Advantage Investment Management
Iowa
$9K
AC
344
Avestar Capital
New York
$8K
CF
345
Centaurus Financial
California
$7K +$7K +71 New
TCM
346
Tradewinds Capital Management
Washington
$6K
MCM
347
MV Capital Management
Maryland
$5K
SWM
348
SeaCrest Wealth Management
New York
$5K
Parallax Volatility Advisers
349
Parallax Volatility Advisers
California
$4K -$72.4K -615 -95%
FPFS
350
First Personal Financial Services
North Carolina
$4K -$16.1K -157 -80%