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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 %
Janney Montgomery Scott
201
Janney Montgomery Scott
Pennsylvania
$1.07M
AIP
202
Ameritas Investment Partners
Nebraska
$1.05M -$18.9K -164 -2%
SOMRS
203
State of Michigan Retirement System
Michigan
$1.04M -$11.5K -100 -1%
WTA
204
Washington Trust Advisors
Massachusetts
$1.02M -$11.5K -100 -1%
HSBC Holdings
205
HSBC Holdings
United Kingdom
$1.02M +$656K +5,701 +182%
QCM
206
Quantinno Capital Management
New York
$1.01M +$482K +4,179 +91%
Los Angeles Capital Management
207
Los Angeles Capital Management
California
$993K -$26.5K -230 -3%
Deutsche Bank
208
Deutsche Bank
Germany
$969K -$12.2K -106 -1%
RP
209
Riverwater Partners
Wisconsin
$922K +$5.08K +44 +0.6%
KCM
210
Kendall Capital Management
Maryland
$917K
EAM
211
EFG Asset Management
Oregon
$915K -$51.3K -444 -5%
NMIMC
212
Northwestern Mutual Investment Management Company
Wisconsin
$915K +$533K +4,621 +140%
GC
213
Globeflex Capital
California
$852K
TC
214
TownSquare Capital
Utah
$843K +$45.6K +395 +6%
WIS
215
Wright Investors Service
Connecticut
$824K -$361K -3,131 -30%
HWM
216
Hohimer Wealth Management
Washington
$811K +$404K +3,503 +99%
Fifth Third Bancorp
217
Fifth Third Bancorp
Ohio
$811K +$4.5K +39 +0.6%
PRS
218
Pinkerton Retirement Specialists
Idaho
$801K +$801K +6,944 New
JIR
219
James Investment Research
Ohio
$782K -$94.7K -820 -11%
FHB
220
First Hawaiian Bank
Hawaii
$772K +$174K +1,512 +29%
NMERB
221
New Mexico Educational Retirement Board
New Mexico
$750K +$11.5K +100 +2%
CAM
222
ClariVest Asset Management
California
$735K +$735K +6,376 New
CB
223
Cadence Bank
Mississippi
$730K -$10.2K -88 -1%
I
224
InceptionR
California
$712K +$712K +6,170 New
ECM
225
ExodusPoint Capital Management
New York
$700K +$451K +3,904 +181%