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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 %
Fifth Third Bancorp
201
Fifth Third Bancorp
Ohio
$993K +$17.6K +128 +2%
Zurich Cantonal Bank
202
Zurich Cantonal Bank
Switzerland
$990K +$139K +1,011 +16%
COPPSERS
203
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$973K -$1.38M -9,995 -59%
JIR
204
James Investment Research
Ohio
$934K
HWM
205
Hohimer Wealth Management
Washington
$928K
FHB
206
First Hawaiian Bank
Hawaii
$918K -$1.38K -10 -0.1%
SM
207
Sciencast Management
New Jersey
$897K +$897K +6,506 New
AIM
208
Ausbil Investment Management
Australia
$870K -$231K -1,722 -21%
KCM
209
Kendall Capital Management
Maryland
$865K -$174K -1,265 -17%
DCM
210
DGS Capital Management
New Jersey
$850K +$21K +152 +3%
BNP Paribas Financial Markets
211
BNP Paribas Financial Markets
France
$846K -$885K -6,422 -51%
Lord, Abbett & Co
212
Lord, Abbett & Co
New Jersey
$837K +$24.7K +179 +3%
ZB
213
Zions Bancorporation
Utah
$836K +$66.7K +484 +9%
RCM
214
Radnor Capital Management
Pennsylvania
$834K +$469K +3,405 +129%
CB
215
Cadence Bank
Mississippi
$826K
Susquehanna International Group
216
Susquehanna International Group
Pennsylvania
$820K +$331K +2,403 +68%
PFO
217
Pathstone Family Office
New Jersey
$802K +$135K +979 +20%
Swedbank
218
Swedbank
Sweden
$800K
LWAM
219
Legacy Wealth Asset Management
Minnesota
$795K -$10.3K -75 -1%
DAM
220
Deltec Asset Management
New York
$794K
NFG
221
Nations Financial Group
Iowa
$788K +$36.4K +264 +5%
BCM
222
Bayesian Capital Management
New York
$786K +$786K +5,700 New
Corient Private Wealth
223
Corient Private Wealth
Florida
$762K +$157K +1,136 +26%
VPIM
224
Vanguard Personalized Indexing Management
California
$750K +$53.4K +387 +8%
TC
225
TownSquare Capital
Utah
$745K -$287K -2,081 -28%