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Evercore

419 hedge funds and large institutions have $3.76B invested in Evercore in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 140 increasing their positions, 139 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
+25
Holders Change %
+6.35%
% of All Funds
6.71%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
71
Increased
140
Reduced
139
Closed
41
Calls
$5.54M
Puts
$7.91M
Net Calls
-$2.37M
Net Calls Change
-$1.04M
Name Holding Trade Value Shares
Change
Shares
Change %
KI
326
Kapitalo Investimentos
Brazil
$202K +$202K +1,750 New
SPIA
327
Steward Partners Investment Advisory
New York
$198K -$7.04K -61 -3%
BTI
328
Blue Trust Inc
Georgia
$190K +$81.9K +752 +76%
JWM
329
Janiczek Wealth Management
Colorado
$172K -$8.22K -68 -5%
PA
330
Parallel Advisors
California
$167K
TAIM
331
TD Ameritrade Investment Management
Nebraska
$160K -$53.3K -463 -25%
CFB
332
Cullen/Frost Bankers
Texas
$115K
EWA
333
EverSource Wealth Advisors
Alabama
$109K +$2.08K +18 +2%
CMF
334
Counterpoint Mutual Funds
California
$108K -$31.4K -272 -23%
CI Investments Inc
335
CI Investments Inc
Ontario, Canada
$105K +$577 +5 +0.6%
SOW
336
State of Wyoming
Wyoming
$91.3K -$18.3K -159 -17%
FCA
337
Fortis Capital Advisors
Kansas
$84.3K +$84.3K +731 New
AP
338
Arlington Partners
Alabama
$80.7K
PFBT
339
Parkside Financial Bank & Trust
Missouri
$72.5K +$8.65K +75 +14%
TPCW
340
TD Private Client Wealth
New York
$68K +$4.5K +39 +7%
QCG
341
Quadrant Capital Group
Ohio
$60.1K
C
342
Covestor
United Kingdom
$60K -$127K -1,089 -68%
Simplex Trading
343
Simplex Trading
Illinois
$59K +$59K +515 New
Citadel Advisors
344
Citadel Advisors
Florida
$58.2K -$11.9M -103,375 -100%
VFA
345
Virtus Fund Advisers
Connecticut
$54.9K
BFEC
346
Benjamin F. Edwards & Company
Missouri
$47K
GRP
347
Global Retirement Partners
California
$41.8K +$28.9K +268 +223%
HFM
348
Harvest Fund Management
China
$40K
FHA
349
First Horizon Advisors
Tennessee
$39.6K +$4.27K +37 +12%
Lazard Asset Management
350
Lazard Asset Management
New York
$36K -$463K -4,089 -93%