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Evercore

399 hedge funds and large institutions have $4.14B invested in Evercore in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 126 increasing their positions, 169 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
-20
Holders Change %
-4.77%
% of All Funds
6.29%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
45
Increased
126
Reduced
169
Closed
65
Calls
$6.13M
Puts
$5.25M
Net Calls
+$887K
Net Calls Change
+$3.26M
Name Holding Trade Value Shares
Change
Shares
Change %
NMIMC
201
Northwestern Mutual Investment Management Company
Wisconsin
$969K -$10.8K -87 -1%
Bank of Montreal
202
Bank of Montreal
Ontario, Canada
$959K -$205K -1,626 -18%
Squarepoint
203
Squarepoint
New York
$944K -$4.15M -33,604 -81%
KCM
204
Kendall Capital Management
Maryland
$932K -$50.1K -405 -5%
HSBC Holdings
205
HSBC Holdings
United Kingdom
$931K -$166K -1,339 -15%
TC
206
TownSquare Capital
Utah
$925K +$22.4K +181 +2%
NMERB
207
New Mexico Educational Retirement Board
New Mexico
$902K +$98.8K +800 +12%
PRC
208
Pearl River Capital
Michigan
$883K -$342K -2,770 -28%
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$875K +$5.81K +47 +0.7%
JIR
210
James Investment Research
Ohio
$837K
HWM
211
Hohimer Wealth Management
Washington
$832K -$37.6K -304 -4%
FHB
212
First Hawaiian Bank
Hawaii
$824K -$2.47K -20 -0.3%
Los Angeles Capital Management
213
Los Angeles Capital Management
California
$792K -$271K -2,196 -26%
TRSOTSOK
214
Teachers Retirement System of the State of Kentucky
Kentucky
$787K +$73.1K +592 +10%
GC
215
Globeflex Capital
California
$784K -$128K -1,039 -14%
Pacer Advisors
216
Pacer Advisors
Pennsylvania
$766K +$766K +6,200 New
Zurich Cantonal Bank
217
Zurich Cantonal Bank
Switzerland
$763K +$43.6K +353 +6%
CGH
218
Crossmark Global Holdings
Texas
$758K +$61.4K +458 +9%
DCM
219
DGS Capital Management
New Jersey
$743K +$28.8K +233 +4%
CB
220
Cadence Bank
Mississippi
$740K -$41.8K -338 -5%
CAM
221
ClariVest Asset Management
California
$738K -$49.4K -400 -6%
Lord, Abbett & Co
222
Lord, Abbett & Co
New Jersey
$728K +$75.8K +613 +12%
LWAM
223
Legacy Wealth Asset Management
Minnesota
$722K -$12.9K -104 -2%
Swedbank
224
Swedbank
Sweden
$717K
DAM
225
Deltec Asset Management
New York
$712K