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Evercore

471 hedge funds and large institutions have $6.47B invested in Evercore in 2024 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 159 increasing their positions, 165 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
+35
Holders Change %
+8.03%
% of All Funds
6.83%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
73
Increased
159
Reduced
165
Closed
36
Calls
$10.2M
Puts
$12.1M
Net Calls
-$1.85M
Net Calls Change
-$497K
Name Holding Trade Value Shares
Change
Shares
Change %
JWM
351
Janiczek Wealth Management
Colorado
$276K
BDFN
352
Bond & Devick Financial Network
Minnesota
$270K
CIC
353
Cornercap Investment Counsel
Georgia
$269K -$2.5K -13 -0.9%
CFGS
354
Concourse Financial Group Securities
Alabama
$268K +$251K +1,303 +1,498%
JSW
355
Journey Strategic Wealth
New Jersey
$265K -$5.2K -27 -2%
BFM
356
Boothbay Fund Management
New York
$260K +$260K +1,349 New
PA
357
Profund Advisors
Maryland
$242K +$242K +1,256 New
PWPS
358
Pinnacle Wealth Planning Services
Ohio
$235K +$6.16K +32 +3%
MGP
359
Metis Global Partners
California
$235K
DC
360
Diametric Capital
Massachusetts
$225K +$225K +1,168 New
DWM
361
Dakota Wealth Management
Florida
$223K -$160K -833 -42%
OTL
362
Oak Thistle LLC
New York
$214K +$214K +1,109 New
PS
363
Planned Solutions
California
$205K
FCG
364
Fielder Capital Group
Tennessee
$205K +$205K +1,062 New
Mercer Global Advisors
365
Mercer Global Advisors
Colorado
$203K +$203K +1,052 New
LTAS
366
Linden Thomas Advisory Services
North Carolina
$203K -$53.3K -277 -21%
IHL
367
Investment House LLC
California
$202K +$202K +1,050 New
Los Angeles Capital Management
368
Los Angeles Capital Management
California
$202K +$202K +1,048 New
National Bank of Canada
369
National Bank of Canada
Quebec, Canada
$200K -$3.92K -20 -2%
BTI
370
Blue Trust Inc
Georgia
$195K -$56.4K -293 -22%
PS
371
Principal Securities
Iowa
$181K -$127K -660 -41%
PFBT
372
Parkside Financial Bank & Trust
Missouri
$180K +$28.1K +146 +18%
MCM
373
Manchester Capital Management
Vermont
$175K +$165K +859 +1,753%
CI Investments Inc
374
CI Investments Inc
Ontario, Canada
$170K +$23.7K +123 +16%
EWA
375
EverSource Wealth Advisors
Alabama
$159K -$11.1K -61 -6%