EVR icon

Evercore

410 hedge funds and large institutions have $4.92B invested in Evercore in 2021 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 137 increasing their positions, 141 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+59
Holders Change %
+16.81%
% of All Funds
7.22%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
90
Increased
137
Reduced
141
Closed
26
Calls
$11.9M
Puts
$17.9M
Net Calls
-$6.01M
Net Calls Change
-$8.95M
Name Holding Trade Value Shares
Change
Shares
Change %
CAG
326
Csenge Advisory Group
Florida
$230K -$101K -771 -31%
LIA
327
LS Investment Advisors
Michigan
$227K -$39.3K -298 -15%
FA
328
FDx Advisors
Illinois
$224K +$224K +1,698 New
FMT
329
First Mercantile Trust
Tennessee
$220K -$7.65K -58 -3%
CP
330
Covenant Partners
Tennessee
$220K +$220K +1,671 New
DT
331
Diversified Trust
Tennessee
$218K -$40.4K -307 -16%
PNC Financial Services Group
332
PNC Financial Services Group
Pennsylvania
$217K +$9.36K +71 +5%
TI
333
Trexquant Investment
Connecticut
$214K +$214K +1,626 New
FIM
334
Freedom Investment Management
Connecticut
$210K -$63.8K -484 -23%
CI
335
Cigna Investments
Connecticut
$208K +$208K +1,580 New
CS
336
Cannell & Spears
New York
$203K -$47.3K -359 -19%
CI Investments Inc
337
CI Investments Inc
Ontario, Canada
$182K -$42.5K -322 -19%
AIC
338
Ameritas Investment Company
Nebraska
$161K +$161K +1,225 New
AP
339
Arlington Partners
Alabama
$143K +$143K +1,086 New
CFB
340
Cullen/Frost Bankers
Texas
$132K
PAM
341
Panagora Asset Management
Massachusetts
$130K +$118K +898 +976%
CFGS
342
Concourse Financial Group Securities
Alabama
$121K +$4.76K +36 +4%
SWM
343
Spire Wealth Management
Virginia
$108K +$108K +833 New
PA
344
Parallel Advisors
California
$107K +$74.7K +566 +231%
SFSIG
345
San Francisco Sentry Investment Group
California
$105K
MC
346
Maverick Capital
Texas
$97K +$97K +734 New
FF
347
FourThought Financial
Florida
$76K -$6.54K -50 -8%
Rockefeller Capital Management
348
Rockefeller Capital Management
New York
$74K +$53.2K +406 +255%
CTC
349
Central Trust Company
Missouri
$73K -$23.1K -175 -24%
FPS
350
Fieldpoint Private Securities
Connecticut
$70K +$19.2K +146 +38%