EVR icon

Evercore

509 hedge funds and large institutions have $8.29B invested in Evercore in 2024 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 160 increasing their positions, 171 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
509
Holders Change
+40
Holders Change %
+8.53%
% of All Funds
7.36%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
92
Increased
160
Reduced
171
Closed
50
Calls
$17.9M
Puts
$17.9M
Net Calls
-$44K
Net Calls Change
-$2.49M
Name Holding Trade Value Shares
Change
Shares
Change %
PWG
376
Portside Wealth Group
Utah
$246K +$246K +972 New
ISL
377
Ingalls & Snyder LLC
New York
$246K +$246K +972 New
IHL
378
Investment House LLC
California
$241K +$241K +950 New
National Bank of Canada
379
National Bank of Canada
Quebec, Canada
$239K -$20.3K -80 -8%
WA
380
Wealthstream Advisors
New York
$239K +$239K +944 New
Jones Financial Companies
381
Jones Financial Companies
Missouri
$238K +$78.8K +310 +50%
SC
382
Savant Capital
Illinois
$237K +$237K +936 New
IPW
383
Impact Partnership Wealth
Georgia
$236K -$38.2K -151 -14%
Citadel Advisors
384
Citadel Advisors
Florida
$235K -$96.1M -379,218 -100%
MNBTD
385
Moody National Bank Trust Division
Texas
$231K +$231K +911 New
A
386
AlphaQuest
New York
$228K +$228K +900 New
TPI
387
Trust Point Inc
Wisconsin
$228K +$228K +900 New
WANY
388
Wealthspire Advisors (New York)
New York
$225K +$225K +889 New
NI
389
NDVR Inc
Massachusetts
$225K +$225K +884 New
HH
390
Hilltop Holdings
Texas
$224K +$224K +885 New
GIA
391
Gateway Investment Advisers
Ohio
$223K -$147K -582 -40%
AC
392
AXQ Capital
New Jersey
$223K +$223K +881 New
AFG
393
Atomi Financial Group
New York
$223K +$223K +879 New
MYAM
394
Meiji Yasuda Asset Management
Japan
$222K +$222K +877 New
LCGC
395
Legacy Capital Group California
California
$219K +$219K +864 New
OC
396
Oppenheimer & Co
New York
$211K -$202K -796 -49%
Rafferty Asset Management
397
Rafferty Asset Management
New York
$208K +$208K +822 New
AAS
398
Avantax Advisory Services
Texas
$206K +$206K +814 New
LNWWM
399
Laird Norton Wetherby Wealth Management
California
$206K +$206K +812 New
BEI
400
Benjamin Edwards Inc
Missouri
$203K +$203K +801 New