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Evercore

436 hedge funds and large institutions have $5.81B invested in Evercore in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 134 increasing their positions, 175 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
+40
Holders Change %
+10.1%
% of All Funds
6.39%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
67
Increased
134
Reduced
175
Closed
23
Calls
$8.83M
Puts
$10.2M
Net Calls
-$1.35M
Net Calls Change
-$2.3M
Name Holding Trade Value Shares
Change
Shares
Change %
Jane Street
176
Jane Street
New York
$1.79M -$1.91M -11,193 -52%
Corient Private Wealth
177
Corient Private Wealth
Florida
$1.72M +$778K +4,549 +82%
ASRS
178
Arizona State Retirement System
Arizona
$1.72M -$53K -310 -3%
BNP Paribas Financial Markets
179
BNP Paribas Financial Markets
France
$1.7M +$649K +3,794 +62%
Teacher Retirement System of Texas
180
Teacher Retirement System of Texas
Texas
$1.69M -$227K -1,325 -12%
QEI
181
QSV Equity Investors
Illinois
$1.68M +$1.68M +9,819 New
OPERF
182
Oregon Public Employees Retirement Fund
Oregon
$1.68M -$4.96K -29 -0.3%
LSERS
183
Louisiana State Employees Retirement System
Louisiana
$1.66M -$34.2K -200 -2%
Nisa Investment Advisors
184
Nisa Investment Advisors
Missouri
$1.64M -$466K -2,725 -22%
CNAM
185
Campbell Newman Asset Management
Wisconsin
$1.64M +$6.84K +40 +0.4%
Truist Financial
186
Truist Financial
North Carolina
$1.61M -$288K -1,681 -15%
ERIC
187
Eagle Rock Investment Company
Georgia
$1.59M +$1.03K +6 +0.1%
CJ
188
Caitlin John
Michigan
$1.58M +$1.58M +9,255 New
DIA
189
Dana Investment Advisors
Wisconsin
$1.58M -$45K -263 -3%
C
190
Croban
Ohio
$1.56M +$1.56M +5,644 New
Deutsche Bank
191
Deutsche Bank
Germany
$1.5M +$57.6K +337 +4%
RP
192
Riverwater Partners
Wisconsin
$1.44M +$10.1K +59 +0.7%
SOMRS
193
State of Michigan Retirement System
Michigan
$1.42M
OSAM
194
O'Shaughnessy Asset Management
Connecticut
$1.42M -$222K -1,299 -14%
WTA
195
Washington Trust Advisors
Massachusetts
$1.41M -$21.4K -125 -1%
Bank of Montreal
196
Bank of Montreal
Ontario, Canada
$1.34M +$6.59K +38 +0.5%
NMIMC
197
Northwestern Mutual Investment Management Company
Wisconsin
$1.32M -$3.25K -19 -0.2%
VPIM
198
Vanguard Personalized Indexing Management
California
$1.32M +$388K +2,267 +42%
Zurich Cantonal Bank
199
Zurich Cantonal Bank
Switzerland
$1.32M +$88.6K +518 +7%
AIP
200
Ameritas Investment Partners
Nebraska
$1.31M -$28.2K -165 -2%