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Evercore

380 hedge funds and large institutions have $2.98B invested in Evercore in 2022 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 152 increasing their positions, 143 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
380
Holders Change
-26
Holders Change %
-6.4%
% of All Funds
6.43%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
44
Increased
152
Reduced
143
Closed
61
Calls
$4.32M
Puts
$17.1M
Net Calls
-$12.8M
Net Calls Change
-$11.7M
Name Holding Trade Value Shares
Change
Shares
Change %
Nomura Asset Management
326
Nomura Asset Management
Japan
$20.6K
HNB
327
Huntington National Bank
Ohio
$20K +$13.8K +145 +223%
UB
328
UMB Bank
Missouri
$19K +$17.5K +190 +1,188%
CA
329
Clearstead Advisors
Ohio
$18K
BTI
330
Blue Trust Inc
Georgia
$18K +$18K +157 New
PSB
331
Piscataqua Savings Bank
New Hampshire
$17K
WOC
332
West Oak Capital
California
$16K -$11.4K -125 -42%
MA
333
MUFG Americas
New York
$15K
MRCM
334
M&R Capital Management
New Jersey
$15K
CA
335
Crewe Advisors
Utah
$15K +$15K +160 New
KFI
336
Key Financial Inc
Pennsylvania
$14K
PCG
337
Private Capital Group
Connecticut
$14K +$14K +147 New
TWM
338
Tradition Wealth Management
Minnesota
$13K
GRP
339
Global Retirement Partners
California
$12K +$1.19K +13 +11%
AssetMark Inc
340
AssetMark Inc
California
$11K -$3.42K -37 -24%
CWC
341
Carolinas Wealth Consulting
North Carolina
$11K
BBHC
342
Brown Brothers Harriman & Co
New York
$10K +$625 +7 +7%
First Eagle Investment Management
343
First Eagle Investment Management
New York
$9K -$2M -21,086 -100%
SCA
344
Stonebridge Capital Advisors
Minnesota
$9K
FMII
345
Farmers & Merchants Investments Inc
Nebraska
$9K +$9K +92 New
LFG
346
Larson Financial Group
Missouri
$8K
BIA
347
Bell Investment Advisors
California
$8K +$8K +90 New
SIC
348
Salem Investment Counselors
North Carolina
$7K
MPWT
349
MassMutual Private Wealth & Trust
Connecticut
$7K +$6.41K +65 +1,083%
PTC
350
Private Trust Company
Ohio
$7K +$7K +76 New