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Evercore

471 hedge funds and large institutions have $6.47B invested in Evercore in 2024 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 159 increasing their positions, 165 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
+35
Holders Change %
+8.03%
% of All Funds
6.83%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
73
Increased
159
Reduced
165
Closed
36
Calls
$10.2M
Puts
$12.1M
Net Calls
-$1.85M
Net Calls Change
-$497K
Name Holding Trade Value Shares
Change
Shares
Change %
KBC Group
376
KBC Group
Belgium
$152K +$29.2K +152 +24%
AT
377
Arlington Trust
Alabama
$135K
BFEC
378
Benjamin F. Edwards & Company
Missouri
$130K +$29.5K +153 +29%
QCG
379
Quadrant Capital Group
Ohio
$118K +$2.89K +15 +3%
IPW
380
Impact Partnership Wealth
Georgia
$116K -$4.24K -22 -4%
PMAM
381
Picton Mahoney Asset Management
Ontario, Canada
$103K +$103K +535 New
GRP
382
Global Retirement Partners
California
$101K -$15.8K -82 -14%
SWS
383
SYSTM Wealth Solutions
Illinois
$95.5K +$11.2K +58 +13%
Toronto Dominion Bank
384
Toronto Dominion Bank
Ontario, Canada
$84.7K +$84.7K +440 New
NA
385
NewEdge Advisors
Louisiana
$71.3K +$43.7K +227 +159%
CIBC Private Wealth Group
386
CIBC Private Wealth Group
Georgia
$67.9K +$67.9K +359 New
DZ Bank
387
DZ Bank
Germany
$66.6K -$126K -652 -65%
FHA
388
First Horizon Advisors
Tennessee
$62.2K
QL
389
Quarry LP
New York
$61.1K +$44.1K +229 +260%
CAC
390
Core Alternative Capital
Georgia
$60.7K
Walleye Trading
391
Walleye Trading
New York
$59.9K -$863K -4,483 -94%
GM
392
GeoWealth Management
Illinois
$58.7K +$58.7K +305 New
HNB
393
Huntington National Bank
Ohio
$51.6K +$8.28K +43 +19%
S
394
SignatureFD
Georgia
$50.1K +$16K +83 +47%
SPIA
395
Steward Partners Investment Advisory
New York
$50.1K -$203K -1,056 -80%
Carson Wealth (CWM LLC)
396
Carson Wealth (CWM LLC)
Nebraska
$43K +$9.79K +51 +29%
AF
397
Allworth Financial
California
$42.9K -$1.35K -7 -3%
Nomura Asset Management
398
Nomura Asset Management
Japan
$42.4K
GI
399
GAMMA Investing
California
$41.4K +$11.7K +61 +40%
CFM
400
Catalyst Funds Management
Australia
$38.5K +$38.5K +200 New