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Evercore

509 hedge funds and large institutions have $8.29B invested in Evercore in 2024 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 160 increasing their positions, 171 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
509
Holders Change
+40
Holders Change %
+8.53%
% of All Funds
7.36%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
92
Increased
160
Reduced
171
Closed
50
Calls
$17.9M
Puts
$17.9M
Net Calls
-$44K
Net Calls Change
-$2.49M
Name Holding Trade Value Shares
Change
Shares
Change %
LC
426
Lindbrook Capital
California
$49.7K
FFA
427
Farther Finance Advisors
California
$48.9K +$9.89K +39 +25%
AssetMark Inc
428
AssetMark Inc
California
$46.4K -$1.27K -5 -3%
PSB
429
Piscataqua Savings Bank
New Hampshire
$45.6K
MRCM
430
M&R Capital Management
New Jersey
$43.1K
MA
431
MCF Advisors
Kentucky
$43.1K +$19K +75 +79%
W
432
WealthCollab
Washington
$41.5K
LI
433
LRI Investments
Florida
$41.3K -$3.59K -12 -8%
IA
434
IFP Advisors
Florida
$41.1K -$253 -1 -0.6%
KFI
435
Key Financial Inc
Pennsylvania
$38.5K
CFD
436
Creative Financial Designs
Indiana
$37.7K
HNB
437
Huntington National Bank
Ohio
$34.5K +$253 +1 +0.7%
VCM
438
Versant Capital Management
Arizona
$33.7K +$33.4K +132 +13,200%
OWP
439
ORG Wealth Partners
Texas
$33.4K +$33.4K +132 New
TWD
440
True Wealth Design
Ohio
$33.2K +$33.2K +131 New
SAM
441
Smartleaf Asset Management
Massachusetts
$32.5K +$6.1K +24 +23%
MPWT
442
MassMutual Private Wealth & Trust
Connecticut
$30.1K +$6.33K +25 +27%
QC
443
Quent Capital
New York
$29.9K
RA
444
Rise Advisors
New York
$29.5K
CPA
445
Capital Performance Advisors
California
$28.1K +$28.1K +111 New
BIA
446
Bell Investment Advisors
California
$27.9K
Walleye Trading
447
Walleye Trading
New York
$27.6K -$276K -1,091 -91%
CIM
448
Contravisory Investment Management
Massachusetts
$27.6K
PCMC
449
Planning Capital Management Corporation
Pennsylvania
$27.1K
NS
450
NBC Securities
Alabama
$27K