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Evercore

406 hedge funds and large institutions have $3.77B invested in Evercore in 2022 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 171 increasing their positions, 142 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
-32
Holders Change %
-7.31%
% of All Funds
6.43%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
49
Increased
171
Reduced
142
Closed
76
Calls
$3.95M
Puts
$5.05M
Net Calls
-$1.1M
Net Calls Change
-$3.15M
Name Holding Trade Value Shares
Change
Shares
Change %
C
326
Covestor
United Kingdom
$146K +$98.4K +884 +207%
AS
327
Altshuler Shaham
Israel
$141K +$16.3K +146 +13%
AP
328
Arlington Partners
Alabama
$119K
CFB
329
Cullen/Frost Bankers
Texas
$112K
TRCT
330
Tower Research Capital (TRC)
New York
$104K -$136K -1,220 -57%
IA
331
IFP Advisors
Florida
$92K -$2.52M -19,824 -96%
PHK
332
Point72 Hong Kong
Hong Kong
$92K +$92K +828 New
CFGS
333
Concourse Financial Group Securities
Alabama
$91K -$4.12K -37 -4%
Lazard Asset Management
334
Lazard Asset Management
New York
$81K +$77.4K +701 +2,124%
Rockefeller Capital Management
335
Rockefeller Capital Management
New York
$78K +$19.3K +175 +33%
ACM
336
Aquatic Capital Management
Illinois
$78K +$78K +700 New
PFBT
337
Parkside Financial Bank & Trust
Missouri
$65K -$1.13K -10 -2%
FF
338
FourThought Financial
Florida
$65K +$6.74K +61 +12%
FPS
339
Fieldpoint Private Securities
Connecticut
$58K +$13.5K +121 +30%
APA
340
American Portfolios Advisors
New York
$55.1K +$20.1K +181 +58%
PFS
341
Prospera Financial Services
Texas
$51K +$51K +459 New
QC
342
Quent Capital
New York
$46K -$18.5K -167 -29%
JWM
343
Janiczek Wealth Management
Colorado
$44K -$20K -179 -31%
AP
344
Atwood & Palmer
Missouri
$41K
HFM
345
Harvest Fund Management
China
$39K
FHA
346
First Horizon Advisors
Tennessee
$36K -$2.33K -21 -6%
QCG
347
Quadrant Capital Group
Ohio
$34K -$2.98K -27 -8%
BFEC
348
Benjamin F. Edwards & Company
Missouri
$33K +$22K +200 +200%
WOC
349
West Oak Capital
California
$33K +$33K +300 New
Walleye Trading
350
Walleye Trading
New York
$31K -$36.2K -320 -54%