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Evercore

396 hedge funds and large institutions have $4.59B invested in Evercore in 2023 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 125 increasing their positions, 168 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
-3
Holders Change %
-0.75%
% of All Funds
6.31%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
53
Increased
125
Reduced
168
Closed
53
Calls
$12M
Puts
$11.1M
Net Calls
+$952K
Net Calls Change
+$65K
Name Holding Trade Value Shares
Change
Shares
Change %
QCG
326
Quadrant Capital Group
Ohio
$118K +$38.9K +282 +49%
EWA
327
EverSource Wealth Advisors
Alabama
$117K +$3.17K +23 +3%
PFBT
328
Parkside Financial Bank & Trust
Missouri
$99.4K +$10.6K +77 +12%
TPCW
329
TD Private Client Wealth
New York
$84.5K -$6.21K -45 -7%
KBC Group
330
KBC Group
Belgium
$74K +$74K +538 New
BFEC
331
Benjamin F. Edwards & Company
Missouri
$59K
HFM
332
Harvest Fund Management
China
$59K +$59K +430 New
FHA
333
First Horizon Advisors
Tennessee
$44.5K -$2.76K -20 -6%
GRP
334
Global Retirement Partners
California
$43.2K -$11.5K -87 -21%
HPC
335
HM Payson & Co
Maine
$36.1K +$36.1K +262 New
TWM
336
Tradition Wealth Management
Minnesota
$32K
SOW
337
State of Wyoming
Wyoming
$30.9K -$103K -750 -77%
Nomura Asset Management
338
Nomura Asset Management
Japan
$30.3K
HNB
339
Huntington National Bank
Ohio
$29.6K -$7.31K -53 -20%
HT
340
Headlands Technologies
Illinois
$29K +$29K +210 New
AF
341
Allworth Financial
California
$28.7K -$689 -5 -2%
Carson Wealth (CWM LLC)
342
Carson Wealth (CWM LLC)
Nebraska
$26K -$28.6K -209 -52%
LC
343
Lindbrook Capital
California
$25.1K
PSB
344
Piscataqua Savings Bank
New Hampshire
$24.8K
WOC
345
West Oak Capital
California
$24K
AssetMark Inc
346
AssetMark Inc
California
$23.9K +$7.45K +54 +45%
MRCM
347
M&R Capital Management
New Jersey
$23.4K
C
348
Covestor
United Kingdom
$22K -$20.2K -144 -48%
KFI
349
Key Financial Inc
Pennsylvania
$21K
NS
350
NBC Securities
Alabama
$18K +$18K +131 New