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Evercore

419 hedge funds and large institutions have $3.76B invested in Evercore in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 140 increasing their positions, 139 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
+25
Holders Change %
+6.35%
% of All Funds
6.71%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
71
Increased
140
Reduced
139
Closed
41
Calls
$5.54M
Puts
$7.91M
Net Calls
-$2.37M
Net Calls Change
-$1.04M
Name Holding Trade Value Shares
Change
Shares
Change %
Loomis, Sayles & Company
376
Loomis, Sayles & Company
Massachusetts
$10K +$10K +85 New
S
377
SignatureFD
Georgia
$9.69K -$3.35K -29 -26%
DSC
378
Duncker Streett & Co
Missouri
$9.46K -$29.4K -255 -76%
First Manhattan
379
First Manhattan
New York
$9.23K
MCM
380
Manchester Capital Management
Vermont
$8.77K
SIC
381
Salem Investment Counselors
North Carolina
$8.65K
RFG
382
RFP Financial Group
Georgia
$7.5K
QC
383
Quent Capital
New York
$7.14K +$115 +1 +2%
TCM
384
Tradewinds Capital Management
Washington
$6.35K
CHA
385
Carmichael Hill & Associates
Maryland
$5.65K
HT
386
Headlands Technologies
Illinois
$5.65K +$5.65K +49 New
GFPC
387
Global Financial Private Client
Florida
$5.08K
CFO
388
CVA Family Office
Colorado
$4.62K
IA
389
IFP Advisors
Florida
$4.32K -$48.1K -456 -92%
CTC
390
Central Trust Company
Missouri
$3.92K
LF
391
Lee Financial
Texas
$3.81K +$3.12K +27 +450%
SC
392
Schubert & Co
Texas
$3.46K +$346 +3 +11%
GWS
393
Glassman Wealth Services
Virginia
$3.23K
JWA
394
JFS Wealth Advisors
Pennsylvania
$3.23K +$923 +8 +40%
BWM
395
Baystate Wealth Management
Massachusetts
$3.12K +$3.12K +27 New
SFG
396
Steward Financial Group
Texas
$3K +$3K +33 New
VCM
397
Versant Capital Management
Arizona
$2.77K +$2.77K +24 New
VWM
398
Venturi Wealth Management
Texas
$2.54K +$2.54K +22 New
PMFA
399
Plante Moran Financial Advisors
Michigan
$2.54K
MA
400
MCF Advisors
Kentucky
$2.42K