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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 %
RCM
426
Raleigh Capital Management
North Carolina
$1.71K +$1.71K +10 New
CWC
427
Carolinas Wealth Consulting
North Carolina
$1.43K
DPW
428
DiNuzzo Private Wealth
Pennsylvania
$856 +$856 +5 New
BGAI
429
Bruce G. Allen Investments
Colorado
$513 +$513 +3 New
PA
430
Pineridge Advisors
Missouri
$513 +$513 +3 New
HI
431
Horizon Investments
North Carolina
$342
TWP
432
TFO Wealth Partners
Ohio
$342
AF
433
Advisornet Financial
Minnesota
$342 +$342 +2 New
TAM
434
Tucker Asset Management
Colorado
$171 -$684 -4 -80%
PA
435
PSI Advisors
Florida
$171
FGAM
436
Financial Gravity Asset Management
Texas
$45
Alyeska Investment Group
437
Alyeska Investment Group
Illinois
-$16.6M -120,237 Closed
GCM
438
Genus Capital Management
British Columbia, Canada
-$3.46M -25,060 Closed
HSA
439
Hussman Strategic Advisors
Maryland
-$2.9M -21,000 Closed
RIM
440
Redwood Investment Management
Arizona
-$1.58M -11,473 Closed
TI
441
Tidal Investments
Wisconsin
-$1.36M -9,831 Closed
ECM
442
ExodusPoint Capital Management
New York
-$1.29M -9,333 Closed
SM
443
Sciencast Management
New Jersey
-$897K -6,506 Closed
Simplex Trading
444
Simplex Trading
Illinois
-$376K -2,732 Closed
DFCM
445
Dark Forest Capital Management
Puerto Rico
-$319K -2,316 Closed
IFU
446
iSAM Funds (UK)
United Kingdom
-$230K -1,668 Closed
OTL
447
Oak Thistle LLC
New York
-$221K -1,601 Closed
SFO
448
Stokes Family Office
Louisiana
-$201K -1,455 Closed
ETC
449
Exchange Traded Concepts
Oklahoma
-$191K -1,386 Closed
WBC
450
Westpac Banking Corp
Australia
-$179K -1,300 Closed