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Evercore

428 hedge funds and large institutions have $5.02B invested in Evercore in 2021 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 124 increasing their positions, 180 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+18
Holders Change %
+4.39%
% of All Funds
7.47%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
68
Increased
124
Reduced
180
Closed
48
Calls
$26.2M
Puts
$30M
Net Calls
-$3.83M
Net Calls Change
+$2.18M
Name Holding Trade Value Shares
Change
Shares
Change %
SS
326
Simplicity Solutions
Minnesota
$270K +$270K +1,919 New
CAG
327
Csenge Advisory Group
Florida
$258K +$9.93K +70 +4%
Cambridge Investment Research Advisors
328
Cambridge Investment Research Advisors
Iowa
$252K -$7.73K -55 -3%
FA
329
FDx Advisors
Illinois
$245K +$6.05K +43 +3%
RWA
330
Redhawk Wealth Advisors
Minnesota
$244K +$244K +1,733 New
DAS
331
Dynamic Advisor Solutions
Arizona
$243K +$243K +1,723 New
WCM
332
Weld Capital Management
New York
$242K -$1.31M -9,290 -84%
PNC Financial Services Group
333
PNC Financial Services Group
Pennsylvania
$238K +$6.47K +46 +3%
Canada Pension Plan Investment Board
334
Canada Pension Plan Investment Board
Ontario, Canada
$237K -$55.7K -396 -19%
KAS
335
Kestra Advisory Services
Texas
$237K -$11.7K -83 -5%
CP
336
Covenant Partners
Tennessee
$234K -$984 -7 -0.4%
WA
337
Wambolt & Associates
Colorado
$231K +$231K +1,628 New
EWM
338
Evercore Wealth Management
New York
$227K -$409K -2,901 -64%
PP
339
Paloma Partners
Connecticut
$226K -$4.54M -32,237 -95%
Vontobel Holding
340
Vontobel Holding
Switzerland
$225K +$225K +1,600 New
FMT
341
First Mercantile Trust
Tennessee
$223K -$12.4K -88 -5%
BFM
342
Boothbay Fund Management
New York
$222K +$222K +1,575 New
AIL
343
AGF Investments LLC
Ontario, Canada
$214K +$214K +1,522 New
CIBC Asset Management
344
CIBC Asset Management
Ontario, Canada
$212K +$212K +1,504 New
PWPS
345
Pinnacle Wealth Planning Services
Ohio
$207K +$207K +1,467 New
ICG
346
InterOcean Capital Group
Tennessee
$205K +$205K +1,457 New
BS
347
Banco Santander
Spain
$204K -$341K -2,418 -63%
Rockefeller Capital Management
348
Rockefeller Capital Management
New York
$199K +$120K +854 +151%
VI
349
Vestcor Inc
New Brunswick, Canada
$169K -$1.15M -8,171 -87%
BU
350
BBVA USA
Alabama
$162K +$162K +1,150 New