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Evercore

436 hedge funds and large institutions have $5.81B invested in Evercore in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 134 increasing their positions, 175 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
+40
Holders Change %
+10.1%
% of All Funds
6.39%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
67
Increased
134
Reduced
175
Closed
23
Calls
$8.83M
Puts
$10.2M
Net Calls
-$1.35M
Net Calls Change
-$2.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CI Investments Inc
351
CI Investments Inc
Ontario, Canada
$130K -$36K -210 -22%
AT
352
Arlington Trust
Alabama
$120K +$120K +699 New
KBC Group
353
KBC Group
Belgium
$109K +$17.2K +101 +19%
IPW
354
Impact Partnership Wealth
Georgia
$107K -$52.5K -307 -33%
GRP
355
Global Retirement Partners
California
$103K +$47.4K +280 +86%
QCG
356
Quadrant Capital Group
Ohio
$102K -$45K -263 -31%
BFEC
357
Benjamin F. Edwards & Company
Missouri
$89K +$16.4K +96 +23%
AssetMark Inc
358
AssetMark Inc
California
$75.9K +$46.4K +271 +157%
SWS
359
SYSTM Wealth Solutions
Illinois
$74.9K +$74.9K +438 New
HFM
360
Harvest Fund Management
China
$73K
FHA
361
First Horizon Advisors
Tennessee
$55.2K
CAC
362
Core Alternative Capital
Georgia
$53.9K +$53.9K +315 New
TWM
363
Tradition Wealth Management
Minnesota
$40K +$169 +1 +0.4%
AF
364
Allworth Financial
California
$39.3K +$3.76K +22 +11%
HNB
365
Huntington National Bank
Ohio
$38.5K +$1.71K +10 +5%
GXJ
366
Global X Japan
Japan
$38.1K +$38.1K +223 New
Nomura Asset Management
367
Nomura Asset Management
Japan
$37.6K
LC
368
Lindbrook Capital
California
$32.3K +$1.2K +7 +4%
PSB
369
Piscataqua Savings Bank
New Hampshire
$30.8K
S
370
SignatureFD
Georgia
$30.3K +$8.55K +50 +39%
Carson Wealth (CWM LLC)
371
Carson Wealth (CWM LLC)
Nebraska
$30K -$2.95K -17 -9%
MRCM
372
M&R Capital Management
New Jersey
$29.1K
WOC
373
West Oak Capital
California
$29K
W
374
WealthCollab
Washington
$28.1K +$28.1K +164 New
CIM
375
Contravisory Investment Management
Massachusetts
$27.2K +$27.2K +159 New