EVR icon

Evercore

406 hedge funds and large institutions have $3.77B invested in Evercore in 2022 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 171 increasing their positions, 142 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
-32
Holders Change %
-7.31%
% of All Funds
6.43%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
49
Increased
171
Reduced
142
Closed
76
Calls
$3.95M
Puts
$5.05M
Net Calls
-$1.1M
Net Calls Change
-$3.15M
Name Holding Trade Value Shares
Change
Shares
Change %
HNB
376
Huntington National Bank
Ohio
$7K -$5.92K -55 -46%
AAP
377
Arax Advisory Partners
Colorado
$7K -$583 -5 -8%
HWMA
378
Heritage Wealth Management (Arizona)
Arizona
$7K +$7K +67 New
TCM
379
Tradewinds Capital Management
Washington
$6K
LC
380
Lindbrook Capital
California
$6K
CHA
381
Carmichael Hill & Associates
Maryland
$5K
LAS
382
Lloyd Advisory Services
Georgia
$5K +$5K +41 New
GFPC
383
Global Financial Private Client
Florida
$4.92K
SPIA
384
Steward Partners Investment Advisory
New York
$4K
LF
385
Lee Financial
Texas
$4K +$2.3K +19 +136%
CWP
386
Concord Wealth Partners
Virginia
$4K +$4K +32 New
AF
387
Allworth Financial
California
$3K +$1.39K +12 +86%
Loomis, Sayles & Company
388
Loomis, Sayles & Company
Massachusetts
$2K -$130K -1,429 -98%
BAM
389
Bellevue Asset Management
Washington
$2K -$600 -6 -23%
ACM
390
AUA Capital Management
Pennsylvania
$2K
FRA
391
Front Row Advisors
California
$2K
FAG
392
Fortitude Advisory Group
Washington
$2K
UB
393
UMB Bank
Missouri
$2K
PMFA
394
Plante Moran Financial Advisors
Michigan
$2K
JWA
395
JFS Wealth Advisors
Pennsylvania
$2K +$1.16K +11 +138%
CI
396
Cordant Inc
Oregon
$2K +$2K +14 New
NFSG
397
Newbridge Financial Services Group
Florida
$1K
SC
398
Schubert & Co
Texas
$1K +$375 +3 +60%
MPWT
399
MassMutual Private Wealth & Trust
Connecticut
$1K +$1K +6 New
DI
400
Disciplined Investments
Oklahoma
$1K +$1K +6 New