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Evercore

396 hedge funds and large institutions have $4.59B invested in Evercore in 2023 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 125 increasing their positions, 168 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
-3
Holders Change %
-0.75%
% of All Funds
6.31%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
53
Increased
125
Reduced
168
Closed
53
Calls
$12M
Puts
$11.1M
Net Calls
+$952K
Net Calls Change
+$65K
Name Holding Trade Value Shares
Change
Shares
Change %
Janus Henderson Group
151
Janus Henderson Group
United Kingdom
$2.44M -$138 -1 -0%
HCA
152
Harbor Capital Advisors
Illinois
$2.39M -$456K -3,307 -16%
YCM
153
Yousif Capital Management
Michigan
$2.33M -$161K -1,170 -6%
Mitsubishi UFJ Trust & Banking
154
Mitsubishi UFJ Trust & Banking
Japan
$2.31M -$732K -5,312 -24%
T. Rowe Price Associates
155
T. Rowe Price Associates
Maryland
$2.27M +$111K +806 +5%
HA
156
Harbor Advisors
Florida
$2.07M
ACM
157
Advisors Capital Management
New Jersey
$2.06M -$9.24K -67 -0.4%
VNA
158
Valley National Advisers
Pennsylvania
$1.98M -$123K -892 -6%
Cerity Partners
159
Cerity Partners
New York
$1.93M -$43.8K -318 -2%
CWM
160
Centric Wealth Management
Illinois
$1.92M +$44.7K +324 +2%
Allspring Global Investments
161
Allspring Global Investments
North Carolina
$1.9M -$405K -2,934 -18%
PP
162
PDT Partners
New York
$1.8M
CIP
163
Cornerstone Investment Partners
Georgia
$1.78M +$1.14M +8,262 +177%
APG Asset Management
164
APG Asset Management
Netherlands
$1.76M -$1.21M -8,800 -41%
Nisa Investment Advisors
165
Nisa Investment Advisors
Missouri
$1.7M -$402K -2,912 -19%
TRSOTSOK
166
Teachers Retirement System of the State of Kentucky
Kentucky
$1.68M +$803K +5,824 +91%
Two Sigma Investments
167
Two Sigma Investments
New York
$1.67M
SA
168
SRH Advisors
Kansas
$1.64M
ASN
169
Advisory Services Network
Georgia
$1.6M -$112K -814 -7%
RIM
170
Redwood Investment Management
Arizona
$1.58M +$1.58M +11,473 New
EAM
171
EFG Asset Management
Oregon
$1.58M -$397K -2,879 -20%
Aviva
172
Aviva
United Kingdom
$1.57M +$1.57M +11,351 New
Natixis Advisors
173
Natixis Advisors
Massachusetts
$1.55M +$1.55M +11,233 New
Teacher Retirement System of Texas
174
Teacher Retirement System of Texas
Texas
$1.55M -$559K -4,057 -27%
Truist Financial
175
Truist Financial
North Carolina
$1.53M -$1.53M -11,089 -50%