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Evercore

424 hedge funds and large institutions have $4.63B invested in Evercore in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 138 increasing their positions, 163 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
-4
Holders Change %
-0.93%
% of All Funds
7.45%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
47
Increased
138
Reduced
163
Closed
44
Calls
$16.8M
Puts
$11.2M
Net Calls
+$5.56M
Net Calls Change
+$9.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CIP
326
Convergence Investment Partners
Florida
$247K -$95.3K -713 -28%
CAG
327
Csenge Advisory Group
Florida
$247K -$4K -29 -2%
CCIA
328
Campbell & Co Investment Adviser
Maryland
$247K +$247K +1,850 New
PSUF
329
People's United Financial
Connecticut
$247K +$247K +1,851 New
Cambridge Investment Research Advisors
330
Cambridge Investment Research Advisors
Iowa
$232K -$7.2K -54 -3%
CW
331
CreativeOne Wealth
Kansas
$231K +$231K +1,727 New
DAS
332
Dynamic Advisor Solutions
Arizona
$229K -$1.07K -8 -0.5%
SG Americas Securities
333
SG Americas Securities
New York
$227K -$851K -6,376 -79%
CIBC Asset Management
334
CIBC Asset Management
Ontario, Canada
$225K +$23.6K +176 +12%
CP
335
Covenant Partners
Tennessee
$221K -$1.61K -12 -0.7%
BC
336
Bridgefront Capital
Texas
$217K +$217K +1,624 New
EWM
337
Evercore Wealth Management
New York
$214K -$1.34K -10 -0.6%
PNC Financial Services Group
338
PNC Financial Services Group
Pennsylvania
$204K -$21.1K -159 -9%
PP
339
Prudential plc
United Kingdom
$203K -$243K -1,824 -55%
PWPS
340
Pinnacle Wealth Planning Services
Ohio
$201K +$4.81K +36 +2%
FMT
341
First Mercantile Trust
Tennessee
$198K -$13.4K -100 -6%
AIL
342
AGF Investments LLC
Ontario, Canada
$192K -$11.9K -89 -6%
QT
343
Quantbot Technologies
New York
$180K -$519K -3,900 -74%
CIM
344
Contravisory Investment Management
Massachusetts
$179K +$179K +1,342 New
VI
345
Vestcor Inc
New Brunswick, Canada
$160K
VanEck Associates
346
VanEck Associates
New York
$153K +$77.6K +579 +103%
AP
347
Arlington Partners
Alabama
$142K
BU
348
BBVA USA
Alabama
$136K -$17.2K -129 -11%
CFB
349
Cullen/Frost Bankers
Texas
$134K
FGAM
350
Financial Gravity Asset Management
Texas
$134K -$141K