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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 %
LC
401
Lindbrook Capital
California
$36.4K
AWM
402
Avior Wealth Management
Nebraska
$35.1K +$35.1K +182 New
PSB
403
Piscataqua Savings Bank
New Hampshire
$34.7K
WOC
404
West Oak Capital
California
$34K
MRCM
405
M&R Capital Management
New Jersey
$32.7K
W
406
WealthCollab
Washington
$31.6K
CIM
407
Contravisory Investment Management
Massachusetts
$30.6K
KFI
408
Key Financial Inc
Pennsylvania
$29.3K
FFA
409
Farther Finance Advisors
California
$27.1K +$189 +1 +0.7%
HPC
410
HM Payson & Co
Maine
$25.2K
UB
411
UMB Bank
Missouri
$24.7K +$1.93K +10 +8%
MPWT
412
MassMutual Private Wealth & Trust
Connecticut
$24.1K +$193 +1 +0.8%
LI
413
LRI Investments
Florida
$22.7K +$22.7K +118 New
QC
414
Quent Capital
New York
$22.7K -$194 -1 -0.8%
RA
415
Rise Advisors
New York
$22.2K +$22.2K +115 New
BIA
416
Bell Investment Advisors
California
$21.2K
NS
417
NBC Securities
Alabama
$21K -$4.47K -23 -18%
PCMC
418
Planning Capital Management Corporation
Pennsylvania
$20.6K
ST
419
Smithfield Trust
Pennsylvania
$19K
AssetMark Inc
420
AssetMark Inc
California
$18.9K -$66.6K -346 -78%
AGWCA
421
Annis Gardner Whiting Capital Advisors
Florida
$18.9K +$14.6K +76 +345%
MA
422
MCF Advisors
Kentucky
$18.3K
GXJ
423
Global X Japan
Japan
$17.1K -$25.8K -134 -60%
DSC
424
Duncker Streett & Co
Missouri
$15.8K
LFA
425
LGT Financial Advisors
Texas
$15.2K