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Evercore

469 hedge funds and large institutions have $7.05B invested in Evercore in 2024 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 155 increasing their positions, 181 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
469
Holders Change
-2
Holders Change %
-0.42%
% of All Funds
6.82%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
62
Increased
155
Reduced
181
Closed
56
Calls
$12.5M
Puts
$10.1M
Net Calls
+$2.45M
Net Calls Change
+$4.3M
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
326
Cambridge Investment Research Advisors
Iowa
$306K -$19.4K -93 -6%
GIA
327
Gateway Investment Advisers
Ohio
$305K +$305K +1,463 New
SCM
328
Shelton Capital Management
Colorado
$302K -$16.5K -79 -5%
PA
329
Parallel Advisors
California
$298K -$14.6K -70 -5%
JWM
330
Janiczek Wealth Management
Colorado
$297K -$1.88K -9 -0.6%
BDFN
331
Bond & Devick Financial Network
Minnesota
$292K
CIC
332
Cornercap Investment Counsel
Georgia
$291K
OAM
333
Oppenheimer Asset Management
New York
$272K +$272K +1,306 New
Balyasny Asset Management
334
Balyasny Asset Management
Illinois
$270K +$270K +1,294 New
PCM
335
Prelude Capital Management
New York
$260K -$113K -540 -30%
BTI
336
Blue Trust Inc
Georgia
$258K +$63.2K +328 +32%
PWPS
337
Pinnacle Wealth Planning Services
Ohio
$254K
MGP
338
Metis Global Partners
California
$254K
FTWA
339
Fifth Third Wealth Advisors
Ohio
$253K +$253K +1,214 New
Walleye Trading
340
Walleye Trading
New York
$250K +$185K +889 +286%
IWP
341
Insight Wealth Partners
Texas
$243K +$243K +1,168 New
MFS
342
Mirabella Financial Services
United Kingdom
$239K -$834K -4,002 -78%
Toronto Dominion Bank
343
Toronto Dominion Bank
Ontario, Canada
$237K +$146K +699 +159%
PAS
344
Park Avenue Securities
New York
$237K -$264K -1,268 -53%
LTAS
345
Linden Thomas Advisory Services
North Carolina
$228K +$8.13K +39 +4%
IPW
346
Impact Partnership Wealth
Georgia
$226K +$100K +480 +79%
RWM
347
Ritholtz Wealth Management
New York
$226K +$226K +1,082 New
EWA
348
EverSource Wealth Advisors
Alabama
$225K +$5.01K +20 +2%
CIBC Asset Management
349
CIBC Asset Management
Ontario, Canada
$224K +$224K +1,075 New
PFBT
350
Parkside Financial Bank & Trust
Missouri
$223K +$27.3K +131 +14%