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Evercore

436 hedge funds and large institutions have $5.81B invested in Evercore in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 134 increasing their positions, 175 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
+40
Holders Change %
+10.1%
% of All Funds
6.39%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
67
Increased
134
Reduced
175
Closed
23
Calls
$8.83M
Puts
$10.2M
Net Calls
-$1.35M
Net Calls Change
-$2.3M
Name Holding Trade Value Shares
Change
Shares
Change %
GI
376
GAMMA Investing
California
$26.4K +$26.4K +154 New
KFI
377
Key Financial Inc
Pennsylvania
$26K
NA
378
NewEdge Advisors
Louisiana
$24.4K +$10.9K +64 +81%
FFA
379
Farther Finance Advisors
California
$24.3K +$3.08K +18 +15%
HPC
380
HM Payson & Co
Maine
$22.4K -$22.4K -131 -50%
NS
381
NBC Securities
Alabama
$22K
MPWT
382
MassMutual Private Wealth & Trust
Connecticut
$21.2K +$2.91K +17 +16%
QC
383
Quent Capital
New York
$20.2K +$4.8K +28 +31%
UB
384
UMB Bank
Missouri
$20.2K
TCWA
385
Turtle Creek Wealth Advisors
Texas
$19.3K +$19.3K +113 New
BIA
386
Bell Investment Advisors
California
$18.8K
PCMC
387
Planning Capital Management Corporation
Pennsylvania
$18.3K +$18.3K +107 New
RFS
388
Richardson Financial Services
Massachusetts
$17.4K +$17.4K +102 New
ST
389
Smithfield Trust
Pennsylvania
$17K +$17K +97 New
IA
390
IFP Advisors
Florida
$16.5K +$14.5K +84 +700%
MA
391
MCF Advisors
Kentucky
$16.3K
QL
392
Quarry LP
New York
$15.1K +$15.1K +88 New
CFGS
393
Concourse Financial Group Securities
Alabama
$14.9K
DSC
394
Duncker Streett & Co
Missouri
$14K
LFA
395
LGT Financial Advisors
Texas
$13.5K
C
396
Covestor
United Kingdom
$13K -$13.2K -79 -50%
SIC
397
Salem Investment Counselors
North Carolina
$12.8K
WIA
398
Wetzel Investment Advisors
Indiana
$10K +$10K +56 New
TCM
399
Tradewinds Capital Management
Washington
$9.41K
SA
400
Scarborough Advisors
Maryland
$9.35K +$9.35K +55 New