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Evercore

419 hedge funds and large institutions have $3.76B invested in Evercore in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 140 increasing their positions, 139 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
+25
Holders Change %
+6.35%
% of All Funds
6.71%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
71
Increased
140
Reduced
139
Closed
41
Calls
$5.54M
Puts
$7.91M
Net Calls
-$2.37M
Net Calls Change
-$1.04M
Name Holding Trade Value Shares
Change
Shares
Change %
DDPIC
126
Deroy & Devereaux Private Investment Counsel
Michigan
$3.18M +$157K +1,360 +5%
HSA
127
Hussman Strategic Advisors
Maryland
$3M
MIIM
128
Mesirow Institutional Investment Management
Illinois
$3M +$3M +25,965 New
VI
129
Vestcor Inc
New Brunswick, Canada
$2.99M +$2.99M +25,937 New
VCA
130
Verdence Capital Advisors
Maryland
$2.89M +$104K +901 +4%
AB
131
Amalgamated Bank
New York
$2.85M -$826K -7,160 -22%
CG
132
Castellan Group
Kentucky
$2.83M +$2.83M +24,495 New
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
$2.74M +$782K +6,776 +40%
State of Tennessee, Department of Treasury
134
State of Tennessee, Department of Treasury
Tennessee
$2.61M -$462K -4,002 -15%
Truist Financial
135
Truist Financial
North Carolina
$2.61M +$1.27M +10,968 +94%
Voloridge Investment Management
136
Voloridge Investment Management
Florida
$2.6M +$2.6M +22,557 New
MIM
137
MetLife Investment Management
New Jersey
$2.53M -$67.7K -587 -3%
AA
138
ALPS Advisors
Colorado
$2.45M +$270K +2,340 +12%
BNP Paribas Financial Markets
139
BNP Paribas Financial Markets
France
$2.43M +$2M +17,326 +464%
Mitsubishi UFJ Trust & Banking
140
Mitsubishi UFJ Trust & Banking
Japan
$2.39M +$145K +1,260 +6%
Osaic Holdings
141
Osaic Holdings
Arizona
$2.31M +$23.5K +203 +1%
D.E. Shaw & Co
142
D.E. Shaw & Co
New York
$2.29M +$1.86M +16,139 +435%
BMSSC
143
B. Metzler seel. Sohn & Co
Germany
$2.28M +$2.28M +19,760 New
BCI
144
Brinker Capital Investments
Pennsylvania
$2.25M -$144K -1,248 -6%
OPS
145
Orion Portfolio Solutions
Nebraska
$2.25M +$2.25M +19,537 New
State of New Jersey Common Pension Fund D
146
State of New Jersey Common Pension Fund D
New Jersey
$2.2M -$175K -1,519 -7%
YCM
147
Yousif Capital Management
Michigan
$2.18M -$27.7K -240 -1%
EIM
148
Essex Investment Management
Massachusetts
$2.15M +$396K +3,434 +23%
Fidelity Investments
149
Fidelity Investments
Massachusetts
$2.15M +$1.54M +13,332 +251%
US Bancorp
150
US Bancorp
Minnesota
$2.15M +$248K +2,152 +13%