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Evercore

406 hedge funds and large institutions have $3.77B invested in Evercore in 2022 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 171 increasing their positions, 142 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
-32
Holders Change %
-7.31%
% of All Funds
6.43%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
49
Increased
171
Reduced
142
Closed
76
Calls
$3.95M
Puts
$5.05M
Net Calls
-$1.1M
Net Calls Change
-$3.15M
Name Holding Trade Value Shares
Change
Shares
Change %
Bessemer Group
351
Bessemer Group
New Jersey
$30K
TPCW
352
TD Private Client Wealth
New York
$28.6K +$27.9K +251 +4,183%
FQ
353
First Quadrant
California
$27K -$166K -1,489 -86%
FCA
354
FinTrust Capital Advisors
South Carolina
$25K
Nomura Asset Management
355
Nomura Asset Management
Japan
$24.5K +$24.5K +220 New
CA
356
Clearstead Advisors
Ohio
$21K -$18.3K -165 -47%
PSB
357
Piscataqua Savings Bank
New Hampshire
$20K
MA
358
MUFG Americas
New York
$18K
MRCM
359
M&R Capital Management
New Jersey
$18K
AssetMark Inc
360
AssetMark Inc
California
$17K -$7.3M -66,987 -100%
KFI
361
Key Financial Inc
Pennsylvania
$17K +$8.61K +77 +103%
Macquarie Group
362
Macquarie Group
Australia
$16.3K +$837 +7,523 +5%
TWM
363
Tradition Wealth Management
Minnesota
$15K
Carson Wealth (CWM LLC)
364
Carson Wealth (CWM LLC)
Nebraska
$14K +$13.5K +118 +2,950%
CWC
365
Carolinas Wealth Consulting
North Carolina
$13K
S
366
SignatureFD
Georgia
$13K +$2.69K +25 +26%
GRP
367
Global Retirement Partners
California
$13K +$13K +118 New
BBHC
368
Brown Brothers Harriman & Co
New York
$12K +$12K +105 New
SCA
369
Stonebridge Capital Advisors
Minnesota
$11K +$11K +100 New
CTC
370
Central Trust Company
Missouri
$10K -$22.1K -190 -69%
LFG
371
Larson Financial Group
Missouri
$10K +$115 +1 +1%
STCOSD
372
Sageworth Trust Company of South Dakota
South Dakota
$9K -$11.7K -101 -56%
MCC
373
Money Concepts Capital
Florida
$9K +$9K +81 New
TWA
374
TCI Wealth Advisors
Arizona
$8K -$8.21K -77 -51%
SIC
375
Salem Investment Counselors
North Carolina
$8K