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Evercore

419 hedge funds and large institutions have $3.76B invested in Evercore in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 140 increasing their positions, 139 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
+25
Holders Change %
+6.35%
% of All Funds
6.71%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
71
Increased
140
Reduced
139
Closed
41
Calls
$5.54M
Puts
$7.91M
Net Calls
-$2.37M
Net Calls Change
-$1.04M
Name Holding Trade Value Shares
Change
Shares
Change %
TCWA
351
Ten Capital Wealth Advisors
Washington
$31.7K
FCA
352
FinTrust Capital Advisors
South Carolina
$31.1K
TWA
353
TCI Wealth Advisors
Arizona
$27.6K
AF
354
Allworth Financial
California
$27.6K +$6.92K +60 +34%
Nomura Asset Management
355
Nomura Asset Management
Japan
$25.4K
HNB
356
Huntington National Bank
Ohio
$23.2K +$1.62K +14 +7%
CA
357
Clearstead Advisors
Ohio
$21.8K
PSB
358
Piscataqua Savings Bank
New Hampshire
$20.8K
WOC
359
West Oak Capital
California
$20.2K
CFGS
360
Concourse Financial Group Securities
Alabama
$20.2K +$577 +5 +3%
LC
361
Lindbrook Capital
California
$19.6K
MRCM
362
M&R Capital Management
New Jersey
$19.6K
CA
363
Crewe Advisors
Utah
$18.5K
KFI
364
Key Financial Inc
Pennsylvania
$17.5K
TWM
365
Tradition Wealth Management
Minnesota
$16K +$114 +1 +0.7%
EI
366
Ellevest Inc
New York
$15.7K +$923 +8 +6%
AssetMark Inc
367
AssetMark Inc
California
$14.5K +$808 +7 +6%
UB
368
UMB Bank
Missouri
$13.6K
BIA
369
Bell Investment Advisors
California
$13.6K
CWC
370
Carolinas Wealth Consulting
North Carolina
$13.4K
BBHC
371
Brown Brothers Harriman & Co
New York
$12.9K
MPWT
372
MassMutual Private Wealth & Trust
Connecticut
$12K +$6.23K +54 +108%
FFA
373
Farther Finance Advisors
California
$11.9K
MC
374
Machina Capital
France
$11.5K +$11.5K +100 New
LFG
375
Larson Financial Group
Missouri
$10.3K