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Evercore

301 hedge funds and large institutions have $2.39B invested in Evercore in 2020 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 95 increasing their positions, 114 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
-2
Holders Change %
-0.66%
% of All Funds
6.09%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
43
Increased
95
Reduced
114
Closed
43
Calls
$4.46M
Puts
$2.81M
Net Calls
+$1.65M
Net Calls Change
+$841K
Name Holding Trade Value Shares
Change
Shares
Change %
Stifel Financial
126
Stifel Financial
Missouri
$1.73M +$270K +4,126 +19%
SP
127
Sarasin & Partners
United Kingdom
$1.64M
Truist Financial
128
Truist Financial
North Carolina
$1.56M -$146K -2,222 -9%
HWM
129
Hohimer Wealth Management
Washington
$1.54M -$155 -2 -0%
MIM
130
MetLife Investment Management
New Jersey
$1.52M -$54.5K -832 -3%
TG
131
TCW Group
California
$1.51M -$190K -2,901 -11%
AAM
132
Advisors Asset Management
Colorado
$1.5M +$191K +2,925 +15%
RJA
133
Raymond James & Associates
Florida
$1.47M -$42.3K -647 -3%
AG
134
Aperio Group
California
$1.42M +$92.4K +1,412 +7%
MSA
135
Mason Street Advisors
Wisconsin
$1.42M -$32K -489 -2%
Janney Montgomery Scott
136
Janney Montgomery Scott
Pennsylvania
$1.4M +$16.8K +257 +1%
KeyBank National Association
137
KeyBank National Association
Ohio
$1.34M +$183K +2,798 +16%
Arrowstreet Capital
138
Arrowstreet Capital
Massachusetts
$1.32M +$1.32M +20,200 New
WT
139
Washington Trust
Rhode Island
$1.31M -$19.6K -300 -1%
Canada Life
140
Canada Life
Manitoba, Canada
$1.3M -$88.6K -1,353 -6%
ZIM
141
Zacks Investment Management
Illinois
$1.26M +$245K +3,741 +24%
ECM
142
ETrade Capital Management
Virginia
$1.24M +$997K +15,239 +416%
VCA
143
Verdence Capital Advisors
Maryland
$1.22M +$1.22M +18,693 New
ETC
144
Exchange Traded Concepts
Oklahoma
$1.08M -$119K -1,817 -10%
Mackenzie Financial
145
Mackenzie Financial
Ontario, Canada
$1.03M +$45.8K +700 +5%
US Bancorp
146
US Bancorp
Minnesota
$1.02M -$166K -2,538 -14%
CIC
147
Cornercap Investment Counsel
Georgia
$1.01M -$655 -10 -0.1%
AC
148
Athanor Capital
New York
$1M +$719K +10,981 +252%
Ohio Public Employees Retirement System (OPERS)
149
Ohio Public Employees Retirement System (OPERS)
Ohio
$992K +$23.9K +365 +2%
HA
150
Harbor Advisors
Florida
$982K