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Evercore

410 hedge funds and large institutions have $4.92B invested in Evercore in 2021 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 137 increasing their positions, 141 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+59
Holders Change %
+16.81%
% of All Funds
7.22%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
90
Increased
137
Reduced
141
Closed
26
Calls
$11.9M
Puts
$17.9M
Net Calls
-$6.01M
Net Calls Change
-$8.95M
Name Holding Trade Value Shares
Change
Shares
Change %
FRA
401
Front Row Advisors
California
$2K
TC
402
Truvestments Capital
Florida
$2K +$2K +18 New
TPCW
403
TD Private Client Wealth
New York
$1.45K
ACM
404
AUA Capital Management
Pennsylvania
$1K -$889 -8 -47%
EI
405
Ellevest Inc
New York
$1K +$1K +4 New
CFO
406
CVA Family Office
Colorado
$1K +$1K +5 New
Nisa Investment Advisors
407
Nisa Investment Advisors
Missouri
$567 -$9.24K -70,115 -94%
FGAM
408
Financial Gravity Asset Management
Texas
$41
JCM
409
Junto Capital Management
New York
-$29.4M -267,725 Closed
Balyasny Asset Management
410
Balyasny Asset Management
Illinois
-$15.3M -139,464 Closed
Alyeska Investment Group
411
Alyeska Investment Group
Illinois
-$10.3M -94,340 Closed
MFIMFI
412
Mesirow Financial Investment Management - Fixed Income
Illinois
-$7.73M -70,540 Closed
ACL
413
Azora Capital LP
Florida
-$5.79M -52,842 Closed
MSE
414
MUFG Securities EMEA
United Kingdom
-$3.02M -27,500 Closed
MSA
415
Mason Street Advisors
Wisconsin
-$2.38M -21,700 Closed
PI
416
PEAK6 Investments
Illinois
-$640K -5,839 Closed
ZCA
417
Zeke Capital Advisors
Pennsylvania
-$290K -2,649 Closed
CAN
418
Cetera Advisor Networks
California
-$260K -2,367 Closed
Commonwealth Equity Services
419
Commonwealth Equity Services
Massachusetts
-$243K -2,225 Closed
MFG
420
Magnus Financial Group
New York
-$234K -2,138 Closed
KWM
421
Kingsview Wealth Management
Oregon
-$227K -2,070 Closed
PWPS
422
Pinnacle Wealth Planning Services
Ohio
-$159K -1,454 Closed
PHK
423
Point72 Hong Kong
Hong Kong
-$83K -761 Closed
FFG
424
Fortem Financial Group
California
-$68K -624 Closed
LIM
425
Longfellow Investment Management
Massachusetts
-$55K -493 Closed