EVR icon

Evercore

410 hedge funds and large institutions have $4.92B invested in Evercore in 2021 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 137 increasing their positions, 141 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+59
Holders Change %
+16.81%
% of All Funds
7.22%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
90
Increased
137
Reduced
141
Closed
26
Calls
$11.9M
Puts
$17.9M
Net Calls
-$6.01M
Net Calls Change
-$8.95M
Name Holding Trade Value Shares
Change
Shares
Change %
IA
376
IFP Advisors
Florida
$12K +$10.4K +78 +650%
AIG
377
American International Group
New York
$11.4K +$1.76K +13,353 +18%
S
378
SignatureFD
Georgia
$11K -$2.52K -19 -19%
SFS
379
Sowell Financial Services
Arkansas
$11K +$1.39K +10 +14%
LFG
380
Larson Financial Group
Missouri
$11K +$11K +85 New
KFI
381
Key Financial Inc
Pennsylvania
$10K
TWA
382
TCI Wealth Advisors
Arizona
$10K
SIC
383
Salem Investment Counselors
North Carolina
$10K +$10K +75 New
FBT
384
First Bank & Trust
South Dakota
$9K
PMFA
385
Plante Moran Financial Advisors
Michigan
$9K +$5.45K +43 +154%
HWMA
386
Heritage Wealth Management (Arizona)
Arizona
$9K +$9K +67 New
TCM
387
Tradewinds Capital Management
Washington
$7K
LC
388
Lindbrook Capital
California
$7K
GFPC
389
Global Financial Private Client
Florida
$5.98K
ADIM
390
Alpha DNA Investment Management
Maryland
$5K -$1.51K -13 -23%
MWP
391
Meridian Wealth Partners
Pennsylvania
$5K +$5K +36 New
AWA
392
Arkadios Wealth Advisors
Georgia
$5K +$5K +38 New
BAM
393
Bellevue Asset Management
Washington
$4K -$400 -3 -9%
GWM
394
Geneos Wealth Management
Colorado
$4K +$4K +29 New
VFA
395
Valeo Financial Advisors
Indiana
$4K +$4K +29 New
AssetMark Inc
396
AssetMark Inc
California
$3K -$7.7K -59 -72%
CHA
397
Carmichael Hill & Associates
Maryland
$3K
DWA
398
Dorsey Wright & Associates
California
$2.32K -$106 -805 -4%
HNB
399
Huntington National Bank
Ohio
$2K -$375 -3 -16%
AF
400
Allworth Financial
California
$2K