EVR icon

Evercore

428 hedge funds and large institutions have $5.02B invested in Evercore in 2021 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 124 increasing their positions, 180 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+18
Holders Change %
+4.39%
% of All Funds
7.47%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
68
Increased
124
Reduced
180
Closed
48
Calls
$26.2M
Puts
$30M
Net Calls
-$3.83M
Net Calls Change
+$2.18M
Name Holding Trade Value Shares
Change
Shares
Change %
TWA
401
TCI Wealth Advisors
Arizona
$10K
HWMA
402
Heritage Wealth Management (Arizona)
Arizona
$9K
AAP
403
Arax Advisory Partners
Colorado
$9K +$9K +61 New
HI
404
Harbour Investments
Wisconsin
$8K -$22.5K -155 -74%
TCM
405
Tradewinds Capital Management
Washington
$8K
LC
406
Lindbrook Capital
California
$8K
S
407
SignatureFD
Georgia
$7K -$4.62K -33 -40%
EBSAM
408
Eubel Brady & Suttman Asset Management
Ohio
$7K +$7K +50 New
GFPC
409
Global Financial Private Client
Florida
$6.25K
AWA
410
Arkadios Wealth Advisors
Georgia
$6K +$1.35K +11 +29%
CHA
411
Carmichael Hill & Associates
Maryland
$5K +$2.29K +16 +84%
FMII
412
Farmers & Merchants Investments Inc
Nebraska
$5K +$5K +36 New
FMP
413
Financial Management Professionals
Texas
$5K +$5K +39 New
SPIA
414
Steward Partners Investment Advisory
New York
$4K -$38.7K -300 -91%
BAM
415
Bellevue Asset Management
Washington
$4K -$444 -3 -10%
SIM
416
Sonora Investment Management
Arizona
$4K +$4K +26 New
PMFA
417
Plante Moran Financial Advisors
Michigan
$3K -$6.68K -49 -69%
TC
418
Truvestments Capital
Florida
$3K
FRA
419
Front Row Advisors
California
$2K
HNB
420
Huntington National Bank
Ohio
$2K
AF
421
Allworth Financial
California
$2K
ACM
422
AUA Capital Management
Pennsylvania
$2K +$364 +2 +22%
TPCW
423
TD Private Client Wealth
New York
$1.55K
WPA
424
West Paces Advisors
Georgia
$1.13K +$1.13K +8 New
SB
425
Strategic Blueprint
Georgia
$1K +$1K +9 New