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Evercore

410 hedge funds and large institutions have $4.92B invested in Evercore in 2021 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 137 increasing their positions, 141 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+59
Holders Change %
+16.81%
% of All Funds
7.22%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
90
Increased
137
Reduced
141
Closed
26
Calls
$11.9M
Puts
$17.9M
Net Calls
-$6.01M
Net Calls Change
-$8.95M
Name Holding Trade Value Shares
Change
Shares
Change %
PFBT
351
Parkside Financial Bank & Trust
Missouri
$68K -$2.9K -22 -4%
QCG
352
Quadrant Capital Group
Ohio
$53K +$3.57K +27 +7%
HFM
353
Harvest Fund Management
China
$46K +$46K +351 New
IAIM
354
International Assets Investment Management
Florida
$44K
SPIA
355
Steward Partners Investment Advisory
New York
$43.6K +$39.5K +300 +968%
APA
356
American Portfolios Advisors
New York
$41.2K +$35K +266 +566%
Bessemer Group
357
Bessemer Group
New Jersey
$36K -$19.1K -143 -35%
FCA
358
FinTrust Capital Advisors
South Carolina
$30K -$10.2K -76 -25%
VanEck Associates
359
VanEck Associates
New York
$29K -$62.3K -475 -68%
JWM
360
Janiczek Wealth Management
Colorado
$29K +$22.1K +170 +321%
HI
361
Harbour Investments
Wisconsin
$28K +$28K +210 New
PSB
362
Piscataqua Savings Bank
New Hampshire
$26K +$26K +200 New
Lazard Asset Management
363
Lazard Asset Management
New York
$25K +$25K +197 New
FHC
364
First Horizon Corporation
Tennessee
$23K -$261 -2 -1%
BCA
365
Berman Capital Advisors
Georgia
$23K
MRCM
366
M&R Capital Management
New Jersey
$22K
HMS
367
Hanseatic Management Services
New Mexico
$20K +$20K +155 New
RWM
368
RBA Wealth Management
California
$19.1K +$19.1K +145 New
Fidelity Investments
369
Fidelity Investments
Massachusetts
$19K -$1.2K -9 -6%
TWM
370
Tradition Wealth Management
Minnesota
$18K
CWC
371
Carolinas Wealth Consulting
North Carolina
$17K
DCM
372
Dupont Capital Management
Delaware
$15K -$1.57M -12,174 -99%
CFD
373
Creative Financial Designs
Indiana
$14K
BFEC
374
Benjamin F. Edwards & Company
Missouri
$13K +$13K +100 New
PI
375
PineBridge Investments
New York
$13K +$13K +100 New