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Evercore

509 hedge funds and large institutions have $8.29B invested in Evercore in 2024 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 160 increasing their positions, 171 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
509
Holders Change
+40
Holders Change %
+8.53%
% of All Funds
7.36%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
92
Increased
160
Reduced
171
Closed
50
Calls
$17.9M
Puts
$17.9M
Net Calls
-$44K
Net Calls Change
-$2.49M
Name Holding Trade Value Shares
Change
Shares
Change %
JFG
326
Jefferies Financial Group
New York
$433K +$433K +1,709 New
Carson Wealth (CWM LLC)
327
Carson Wealth (CWM LLC)
Nebraska
$422K +$356K +1,403 +535%
IIM
328
INTECH Investment Management
Florida
$421K -$991K -3,910 -70%
NCFG
329
New Century Financial Group
New Jersey
$410K -$13.7K -54 -3%
William Blair & Company
330
William Blair & Company
Illinois
$405K -$7.35K -29 -2%
EWA
331
EP Wealth Advisors
California
$404K +$404K +1,596 New
MCM
332
Manchester Capital Management
Vermont
$400K +$169K +669 +74%
IC
333
IEQ Capital
California
$397K +$397K +1,566 New
CIM
334
Chiron Investment Management
New York
$394K
Toronto Dominion Bank
335
Toronto Dominion Bank
Ontario, Canada
$393K +$105K +413 +36%
FBT
336
First Bank & Trust
South Dakota
$392K
D.E. Shaw & Co
337
D.E. Shaw & Co
New York
$380K +$380K +1,500 New
BTI
338
Blue Trust Inc
Georgia
$379K +$99.8K +479 +36%
JSW
339
Journey Strategic Wealth
New Jersey
$379K +$507 +2 +0.1%
PHS
340
Pekin Hardy Strauss
Illinois
$374K -$160K -630 -30%
PA
341
Parallel Advisors
California
$361K -$1.77K -7 -0.5%
KCM
342
Kendall Capital Management
Maryland
$358K -$263K -1,040 -42%
SCM
343
Shelton Capital Management
Colorado
$355K -$11.7K -46 -3%
Renaissance Technologies
344
Renaissance Technologies
New York
$355K -$2.69M -10,600 -88%
BDFN
345
Bond & Devick Financial Network
Minnesota
$355K
SCM
346
Sterling Capital Management
North Carolina
$347K +$347K +1,368 New
I
347
InceptionR
California
$340K +$340K +1,342 New
SAM
348
Shell Asset Management
Netherlands
$339K +$339K +1,339 New
SSA
349
Schonfeld Strategic Advisors
New York
$336K +$336K +1,328 New
NWAG
350
Net Worth Advisory Group
Utah
$327K +$327K +1,291 New