EVR icon

Evercore

436 hedge funds and large institutions have $5.81B invested in Evercore in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 134 increasing their positions, 175 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
+40
Holders Change %
+10.1%
% of All Funds
6.39%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
67
Increased
134
Reduced
175
Closed
23
Calls
$8.83M
Puts
$10.2M
Net Calls
-$1.35M
Net Calls Change
-$2.3M
Name Holding Trade Value Shares
Change
Shares
Change %
ICG
326
InterOcean Capital Group
Tennessee
$249K
VF
327
Vest Financial
Virginia
$247K +$247K +1,445 New
JWM
328
Janiczek Wealth Management
Colorado
$245K -$6.16K -36 -2%
CIC
329
Cornercap Investment Counsel
Georgia
$241K +$241K +1,409 New
JSW
330
Journey Strategic Wealth
New Jersey
$240K +$240K +1,405 New
SPA
331
Sherbrooke Park Advisers
New York
$240K +$240K +1,402 New
BDFN
332
Bond & Devick Financial Network
Minnesota
$239K +$239K +1,400 New
PA
333
Parallel Advisors
California
$231K +$2.22K +13 +1%
ISL
334
Ingalls & Snyder LLC
New York
$229K +$229K +1,339 New
LTAS
335
Linden Thomas Advisory Services
North Carolina
$228K +$228K +1,331 New
Janney Montgomery Scott
336
Janney Montgomery Scott
Pennsylvania
$227K -$1.61M -9,425 -88%
SPIA
337
Steward Partners Investment Advisory
New York
$225K -$20.5K -120 -8%
SGI
338
Summit Global Investments
Utah
$221K +$221K +1,290 New
MGP
339
Metis Global Partners
California
$208K +$208K +1,218 New
PWPS
340
Pinnacle Wealth Planning Services
Ohio
$203K +$203K +1,188 New
PRS
341
Pinkerton Retirement Specialists
Idaho
$201K -$363K -2,124 -64%
CAG
342
Csenge Advisory Group
Florida
$200K +$200K +1,171 New
KI
343
Kapitalo Investimentos
Brazil
$193K -$79.5K -465 -29%
Qube Research & Technologies (QRT)
344
Qube Research & Technologies (QRT)
United Kingdom
$183K -$1.47M -8,599 -89%
PS
345
Planned Solutions
California
$182K +$182K +1,065 New
BTI
346
Blue Trust Inc
Georgia
$180K +$29.7K +215 +20%
National Bank of Canada
347
National Bank of Canada
Quebec, Canada
$175K
DZ Bank
348
DZ Bank
Germany
$171K
EWA
349
EverSource Wealth Advisors
Alabama
$161K +$15.1K +88 +10%
PFBT
350
Parkside Financial Bank & Trust
Missouri
$135K +$12K +70 +10%