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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 %
C
426
Covestor
United Kingdom
$15K -$395 -2 -3%
FIM
427
Fernwood Investment Management
Massachusetts
$14.8K +$14.8K +77 New
SIC
428
Salem Investment Counselors
North Carolina
$14.4K
RFS
429
Richardson Financial Services
Massachusetts
$12.1K -$7.51K -39 -38%
VWM
430
Venturi Wealth Management
Texas
$11.9K +$2.7K +14 +29%
WIA
431
Wetzel Investment Advisors
Indiana
$11.7K +$1.3K +7 +13%
EBA
432
Eagle Bay Advisors
New York
$11.6K +$11.6K +60 New
TCM
433
Tradewinds Capital Management
Washington
$10.6K
SA
434
Scarborough Advisors
Maryland
$10.5K
NMM
435
Naples Money Management
Florida
$10.4K
CHA
436
Carmichael Hill & Associates
Maryland
$9.44K
GFPC
437
Global Financial Private Client
Florida
$8.33K
CFO
438
CVA Family Office
Colorado
$7.7K
HI
439
Harbour Investments
Wisconsin
$7.32K +$963 +5 +15%
MAM
440
Meeder Asset Management
Ohio
$7.13K +$7.13K +37 New
MG
441
Mather Group
Illinois
$6.84K +$6.84K +40 New
PWMG
442
Private Wealth Management Group
New Jersey
$6.16K
BL
443
BFSG LLC
California
$6.16K
ACA
444
Atlas Capital Advisors
Wyoming
$5.97K +$5.97K +31 New
JWA
445
JFS Wealth Advisors
Pennsylvania
$5.39K
Mitsubishi UFJ Asset Management
446
Mitsubishi UFJ Asset Management
Japan
$5.2K
CA
447
Clearstead Advisors
Ohio
$5.09K
Bessemer Group
448
Bessemer Group
New Jersey
$5K
FFA
449
Frazier Financial Advisors
Ohio
$4.82K +$4.82K +25 New
GWP
450
Gen-Wealth Partners
Michigan
$4.62K +$4.62K +24 New