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Evercore

428 hedge funds and large institutions have $5.02B invested in Evercore in 2021 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 124 increasing their positions, 180 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+18
Holders Change %
+4.39%
% of All Funds
7.47%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
68
Increased
124
Reduced
180
Closed
48
Calls
$26.2M
Puts
$30M
Net Calls
-$3.83M
Net Calls Change
+$2.18M
Name Holding Trade Value Shares
Change
Shares
Change %
Bessemer Group
376
Bessemer Group
New Jersey
$38K
FHC
377
First Horizon Corporation
Tennessee
$37K +$12.4K +89 +51%
ST
378
Sageworth Trust
Pennsylvania
$34K +$34K +240 New
FQ
379
First Quadrant
California
$33K -$371K -2,656 -92%
FCA
380
FinTrust Capital Advisors
South Carolina
$32K
JWM
381
Janiczek Wealth Management
Colorado
$31K
PSB
382
Piscataqua Savings Bank
New Hampshire
$28K
CWC
383
Carolinas Wealth Consulting
North Carolina
$28K +$9.57K +67 +52%
Lazard Asset Management
384
Lazard Asset Management
New York
$27K
BCA
385
Berman Capital Advisors
Georgia
$26K +$1.92K +14 +8%
APA
386
American Portfolios Advisors
New York
$25.8K -$18.3K -130 -42%
CP
387
Castleview Partners
Texas
$25K +$25K +179 New
MRCM
388
M&R Capital Management
New Jersey
$23K
HMS
389
Hanseatic Management Services
New Mexico
$22K +$141 +1 +0.6%
Fidelity Investments
390
Fidelity Investments
Massachusetts
$20K
MIM
391
Macroview Investment Management
Maryland
$20K +$20K +145 New
TWM
392
Tradition Wealth Management
Minnesota
$19K
CFD
393
Creative Financial Designs
Indiana
$15K
BFEC
394
Benjamin F. Edwards & Company
Missouri
$14K
LFG
395
Larson Financial Group
Missouri
$12K
AIG
396
American International Group
New York
$11.7K -$536 -3,811 -4%
HIM
397
Hillsdale Investment Management
Ontario, Canada
$11K -$550K -4,000 -98%
SIC
398
Salem Investment Counselors
North Carolina
$11K
NFG
399
Next Financial Group
Texas
$10K -$352K -2,498 -97%
TWA
400
TCI Wealth Advisors
Arizona
$10K