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Evercore

394 hedge funds and large institutions have $3.49B invested in Evercore in 2022 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 112 increasing their positions, 152 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
+25
Holders Change %
+6.78%
% of All Funds
6.36%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
73
Increased
112
Reduced
152
Closed
43
Calls
$5.16M
Puts
$6.49M
Net Calls
-$1.33M
Net Calls Change
-$207K
Name Holding Trade Value Shares
Change
Shares
Change %
Nomura Asset Management
326
Nomura Asset Management
Japan
$24K
CA
327
Clearstead Advisors
Ohio
$20.6K
HNB
328
Huntington National Bank
Ohio
$20.4K -$2.51K -23 -11%
PSB
329
Piscataqua Savings Bank
New Hampshire
$19.6K
AF
330
Allworth Financial
California
$19.5K +$14K +128 +251%
WOC
331
West Oak Capital
California
$19K
LC
332
Lindbrook Capital
California
$18.5K +$11.9K +109 +179%
CFGS
333
Concourse Financial Group Securities
Alabama
$18.5K -$42.1K -386 -69%
MRCM
334
M&R Capital Management
New Jersey
$18.5K
CA
335
Crewe Advisors
Utah
$17.5K
TWM
336
Tradition Wealth Management
Minnesota
$15K +$108 +1 +0.7%
HWMA
337
Heritage Wealth Management (Arizona)
Arizona
$14.6K +$7.31K +67 +100%
EI
338
Ellevest Inc
New York
$14K +$1.96K +18 +16%
GRP
339
Global Retirement Partners
California
$13.1K +$109 +1 +0.8%
UB
340
UMB Bank
Missouri
$13K -$551 -5 -4%
AssetMark Inc
341
AssetMark Inc
California
$13K
BIA
342
Bell Investment Advisors
California
$12.9K +$1.2K +11 +10%
CWC
343
Carolinas Wealth Consulting
North Carolina
$12.7K
KFI
344
Key Financial Inc
Pennsylvania
$12.5K
National Bank of Canada
345
National Bank of Canada
Quebec, Canada
$12.4K
S
346
SignatureFD
Georgia
$12.3K -$5.67K -52 -32%
BBHC
347
Brown Brothers Harriman & Co
New York
$12.2K
OWA
348
One Wealth Advisors
California
$11.8K +$11.8K +108 New
FFA
349
Farther Finance Advisors
California
$11.2K +$11.2K +103 New
SCA
350
Stonebridge Capital Advisors
Minnesota
$10.9K -$873 -8 -7%