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Evercore

369 hedge funds and large institutions have $2.66B invested in Evercore in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 124 increasing their positions, 156 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
-11
Holders Change %
-2.89%
% of All Funds
6.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
42
Increased
124
Reduced
156
Closed
50
Calls
$1.76M
Puts
$2.88M
Net Calls
-$1.12M
Net Calls Change
+$11.7M
Name Holding Trade Value Shares
Change
Shares
Change %
OPERF
176
Oregon Public Employees Retirement Fund
Oregon
$865K -$62K -753 -7%
CGH
177
Crossmark Global Holdings
Texas
$860K +$96.3K +1,171 +13%
WIS
178
Wright Investors Service
Connecticut
$854K +$199K +2,419 +30%
CIC
179
Cornercap Investment Counsel
Georgia
$813K
PRC
180
Pearl River Capital
Michigan
$811K -$73.2K -890 -8%
HWAM
181
Hennion & Walsh Asset Management
New Jersey
$811K +$172K +2,089 +27%
SG Americas Securities
182
SG Americas Securities
New York
$809K -$108K -1,308 -12%
BCC
183
Bridge City Capital
Oregon
$809K +$27.5K +334 +4%
LSERS
184
Louisiana State Employees Retirement System
Louisiana
$790K -$90.5K -1,100 -10%
Thrivent Financial for Lutherans
185
Thrivent Financial for Lutherans
Minnesota
$784K -$92K -1,119 -11%
VFO
186
Virtus Family Office
Texas
$782K +$782K +9,511 New
AIP
187
Ameritas Investment Partners
Nebraska
$761K -$129K -1,565 -14%
Janney Montgomery Scott
188
Janney Montgomery Scott
Pennsylvania
$761K
SOMRS
189
State of Michigan Retirement System
Michigan
$749K -$98.7K -1,200 -12%
CNAM
190
Campbell Newman Asset Management
Wisconsin
$749K +$17.5K +213 +2%
PP
191
Prudential plc
United Kingdom
$739K +$166K +2,018 +29%
WTA
192
Washington Trust Advisors
Massachusetts
$738K -$20.6K -250 -3%
EGM
193
Engineers Gate Manager
New York
$721K -$1.17M -14,229 -62%
EAM
194
EFG Asset Management
Oregon
$712K -$53.5K -651 -7%
SLWA
195
San Luis Wealth Advisors
California
$709K +$709K +8,620 New
OSAM
196
O'Shaughnessy Asset Management
Connecticut
$705K -$98.4K -1,197 -12%
KCM
197
Kendall Capital Management
Maryland
$690K -$16K -195 -2%
HWM
198
Hohimer Wealth Management
Washington
$685K -$1.48K -18 -0.2%
DCM
199
Dupont Capital Management
Delaware
$684K -$588K -7,150 -46%
PCM
200
Prana Capital Management
Connecticut
$673K +$673K +8,183 New