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Evercore

361 hedge funds and large institutions have $3.97B invested in Evercore in 2018 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 126 increasing their positions, 142 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
-4
Holders Change %
-1.1%
% of All Funds
8.27%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.02%
New
42
Increased
126
Reduced
142
Closed
43
Calls
$5.88M
Puts
$14.6M
Net Calls
-$8.68M
Net Calls Change
+$2.25M
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
326
Northwestern Mutual Wealth Management
Wisconsin
$22K +$716 +7 +3%
FHA
327
First Horizon Advisors
Tennessee
$21K
JCM
328
Jacobi Capital Management
Pennsylvania
$20K -$12.7K -128 -39%
CCMW
329
Cypress Capital Management (Wyoming)
Wyoming
$20K
PCP
330
Proficio Capital Partners
Massachusetts
$18K
TIM
331
Tortoise Investment Management
New York
$17K
SWA
332
Sutton Wealth Advisors
Florida
$11.5K
S
333
SignatureFD
Georgia
$10K
FMP
334
Financial Management Professionals
Texas
$10K +$10K +99 New
PFGIA
335
Patriot Financial Group Insurance Agency
Massachusetts
$10K +$10K +100 New
GP
336
Girard Partners
Pennsylvania
$10K +$10K +100 New
WAM
337
Wealthspire Advisors (Maryland)
Maryland
$9K -$511 -5 -5%
AC
338
Avestar Capital
New York
$8K
PCM
339
Prelude Capital Management
New York
$8K +$8K +76 New
TCM
340
Tradewinds Capital Management
Washington
$6K
MCM
341
MV Capital Management
Maryland
$5K
SWM
342
SeaCrest Wealth Management
New York
$5K
ASN
343
Advisory Services Network
Georgia
$4K
AF
344
Advisornet Financial
Minnesota
$4K
FPFS
345
First Personal Financial Services
North Carolina
$4K
FHA
346
Flagship Harbor Advisors
Massachusetts
$4K
PCG
347
Private Capital Group
Connecticut
$4K
WSTAM
348
Wilbanks Smith & Thomas Asset Management
Virginia
$4K +$4K +35 New
JA
349
JOYN Advisors
Georgia
$3K -$667 -6 -18%
HMS
350
Hanseatic Management Services
New Mexico
$2K