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Evercore

333 hedge funds and large institutions have $2.6B invested in Evercore in 2018 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 92 increasing their positions, 158 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
-28
Holders Change %
-7.76%
% of All Funds
7.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
53
Increased
92
Reduced
158
Closed
80
Calls
$2.44M
Puts
$6.91M
Net Calls
-$4.47M
Net Calls Change
+$4.21M
Name Holding Trade Value Shares
Change
Shares
Change %
FA
376
FDx Advisors
Illinois
-$294K -2,927 Closed
Tudor Investment Corp
377
Tudor Investment Corp
Connecticut
-$278K -2,760 Closed
OWA
378
One Wealth Advisors
California
-$274K -2,728 Closed
LP
379
LMR Partners
United Kingdom
-$270K -2,684 Closed
EWM
380
Evercore Wealth Management
New York
-$255K -2,536 Closed
WAM
381
World Asset Management
Michigan
-$245K -2,437 Closed
APA
382
American Portfolios Advisors
New York
-$240K -2,389 Closed
B
383
Barings
North Carolina
-$211K -2,100 Closed
FCBT
384
First Citizens Bank & Trust
North Carolina
-$209K -2,081 Closed
Qube Research & Technologies (QRT)
385
Qube Research & Technologies (QRT)
United Kingdom
-$148K -1,467 Closed
KF
386
Krilogy Financial
Missouri
-$135K -1,340 Closed
ST
387
Smithfield Trust
Pennsylvania
-$134K -1,330 Closed
CMBA
388
C.M. Bidwell & Associates
Hawaii
-$106K -1,050 Closed
IP
389
Isthmus Partners
Wisconsin
-$50K -500 Closed
MYIA
390
Mount Yale Investment Advisors
Colorado
-$38K -442 Closed
SWP
391
Stratos Wealth Partners
Ohio
-$43K -432 Closed
HFM
392
Harvest Fund Management
China
-$41K -412 Closed
TNBTD
393
Trustmark National Bank Trust Department
Mississippi
-$38K -373 Closed
AW
394
Alpha Windward
Massachusetts
-$30K -298 Closed
AIL
395
AGF Investments LLC
Ontario, Canada
-$25K -250 Closed
JCM
396
Jacobi Capital Management
Pennsylvania
-$20K -202 Closed
PCP
397
Proficio Capital Partners
Massachusetts
-$18K -175 Closed
TIM
398
Tortoise Investment Management
New York
-$17K -168 Closed
SWA
399
Sutton Wealth Advisors
Florida
-$11.5K -114 Closed
PFGIA
400
Patriot Financial Group Insurance Agency
Massachusetts
-$10K -100 Closed