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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 %
Janney Montgomery Scott
176
Janney Montgomery Scott
Pennsylvania
$1.48M +$689 +5 +0%
ASRS
177
Arizona State Retirement System
Arizona
$1.43M +$9.93K +72 +0.7%
LSERS
178
Louisiana State Employees Retirement System
Louisiana
$1.37M -$55.2K -400 -4%
TI
179
Tidal Investments
Wisconsin
$1.36M -$165K -1,195 -11%
OPERF
180
Oregon Public Employees Retirement Fund
Oregon
$1.35M -$55.2K -400 -4%
QCM
181
Quantinno Capital Management
New York
$1.34M +$185K +1,342 +16%
BCC
182
Bridge City Capital
Oregon
$1.33M -$8.69K -63 -0.6%
Qube Research & Technologies (QRT)
183
Qube Research & Technologies (QRT)
United Kingdom
$1.33M -$9.4M -68,145 -88%
OSAM
184
O'Shaughnessy Asset Management
Connecticut
$1.32M -$78.2K -567 -6%
CNAM
185
Campbell Newman Asset Management
Wisconsin
$1.31M -$23.6K -171 -2%
Northwestern Mutual Wealth Management
186
Northwestern Mutual Wealth Management
Wisconsin
$1.31M -$16.1K -117 -1%
DIA
187
Dana Investment Advisors
Wisconsin
$1.31M -$633K -4,590 -33%
ECM
188
ExodusPoint Capital Management
New York
$1.29M +$1.29M +9,333 New
ERIC
189
Eagle Rock Investment Company
Georgia
$1.28M +$1.28M +9,263 New
PCM
190
Prana Capital Management
Connecticut
$1.21M +$607K +4,401 +100%
HWAM
191
Hennion & Walsh Asset Management
New Jersey
$1.18M -$264K -1,916 -18%
Deutsche Bank
192
Deutsche Bank
Germany
$1.16M -$67K -486 -5%
WTA
193
Washington Trust Advisors
Massachusetts
$1.15M -$68.9K -500 -6%
RP
194
Riverwater Partners
Wisconsin
$1.15M -$9.38K -68 -0.8%
SOMRS
195
State of Michigan Retirement System
Michigan
$1.15M -$55.2K -400 -5%
Bank of Montreal
196
Bank of Montreal
Ontario, Canada
$1.12M +$15.7K +108 +1%
Stifel Financial
197
Stifel Financial
Missouri
$1.09M -$474K -3,438 -30%
AIP
198
Ameritas Investment Partners
Nebraska
$1.08M -$137K -992 -11%
NMIMC
199
Northwestern Mutual Investment Management Company
Wisconsin
$1.07M -$15.3K -111 -1%
NMERB
200
New Mexico Educational Retirement Board
New Mexico
$1.01M