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Evercore

399 hedge funds and large institutions have $4.14B invested in Evercore in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 126 increasing their positions, 169 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
-20
Holders Change %
-4.77%
% of All Funds
6.29%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
45
Increased
126
Reduced
169
Closed
65
Calls
$6.13M
Puts
$5.25M
Net Calls
+$887K
Net Calls Change
+$3.26M
Name Holding Trade Value Shares
Change
Shares
Change %
CI Investments Inc
326
CI Investments Inc
Ontario, Canada
$118K +$5.21K +42 +5%
CMF
327
Counterpoint Mutual Funds
California
$104K -$11.2K -91 -10%
EWA
328
EverSource Wealth Advisors
Alabama
$102K -$14.6K -118 -12%
AP
329
Arlington Partners
Alabama
$86.4K
TPCW
330
TD Private Client Wealth
New York
$81.3K +$8.53K +69 +12%
PFBT
331
Parkside Financial Bank & Trust
Missouri
$79.6K +$1.98K +16 +3%
QCG
332
Quadrant Capital Group
Ohio
$71.3K +$6.92K +56 +11%
BFEC
333
Benjamin F. Edwards & Company
Missouri
$53K +$2.12K +17 +4%
GRP
334
Global Retirement Partners
California
$51.2K +$3.22K +26 +7%
BTI
335
Blue Trust Inc
Georgia
$51K -$151K -1,305 -75%
Carson Wealth (CWM LLC)
336
Carson Wealth (CWM LLC)
Nebraska
$49K -$205K -1,667 -81%
FHA
337
First Horizon Advisors
Tennessee
$42.4K
C
338
Covestor
United Kingdom
$37K -$26.4K -215 -42%
QL
339
Quarry LP
New York
$35.5K +$35.5K +287 New
HNB
340
Huntington National Bank
Ohio
$33.1K +$8.28K +67 +33%
FCA
341
FinTrust Capital Advisors
South Carolina
$31.1K
TWM
342
Tradition Wealth Management
Minnesota
$29K +$11.7K +95 +68%
Nomura Asset Management
343
Nomura Asset Management
Japan
$27.2K
AF
344
Allworth Financial
California
$26.3K -$3.21K -26 -11%
LC
345
Lindbrook Capital
California
$22.5K +$1.48K +12 +7%
PSB
346
Piscataqua Savings Bank
New Hampshire
$22.2K
WOC
347
West Oak Capital
California
$21.6K
MRCM
348
M&R Capital Management
New Jersey
$21K
KFI
349
Key Financial Inc
Pennsylvania
$18.8K
AssetMark Inc
350
AssetMark Inc
California
$14.7K -$865 -7 -6%