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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 %
NMM
401
Naples Money Management
Florida
$9.24K +$9.24K +54 New
MCM
402
Manchester Capital Management
Vermont
$8.38K
CHA
403
Carmichael Hill & Associates
Maryland
$8.38K
VWM
404
Venturi Wealth Management
Texas
$8.21K +$1.71K +10 +26%
GFPC
405
Global Financial Private Client
Florida
$7.53K
CFO
406
CVA Family Office
Colorado
$6.84K +$6.84K +40 New
LF
407
Lee Financial
Texas
$5.65K
HI
408
Harbour Investments
Wisconsin
$5.65K +$5.65K +33 New
BL
409
BFSG LLC
California
$5.47K +$5.47K +32 New
PWMG
410
Private Wealth Management Group
New Jersey
$5.47K +$5.47K +32 New
Bessemer Group
411
Bessemer Group
New Jersey
$5K -$16.1K -90 -76%
JWA
412
JFS Wealth Advisors
Pennsylvania
$4.79K -$171 -1 -3%
CA
413
Clearstead Advisors
Ohio
$4.45K -$4.45K -26 -50%
GWS
414
Glassman Wealth Services
Virginia
$4.45K -$342 -2 -7%
Mitsubishi UFJ Asset Management
415
Mitsubishi UFJ Asset Management
Japan
$4.42K
AGWCA
416
Annis Gardner Whiting Capital Advisors
Florida
$3.76K
PWMG
417
Prestige Wealth Management Group
New Jersey
$3.59K
CTC
418
Central Trust Company
Missouri
$3.42K
FMII
419
Farmers & Merchants Investments Inc
Nebraska
$2.74K
MIM
420
Macroview Investment Management
Maryland
$2.73K -$3.07K -18 -53%
MFT
421
Moisand Fitzgerald Tamayo
Florida
$2.4K
AFWM
422
Abich Financial Wealth Management
Virginia
$2.4K +$2.4K +14 New
BAM
423
Bellevue Asset Management
Washington
$2.39K -$1.03K -6 -30%
SIC
424
SJS Investment Consulting
Ohio
$2.23K -$171 -1 -7%
SIS
425
Sound Income Strategies
Florida
$2.22K +$513 +3 +30%