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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 %
COPPSERS
201
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.31M +$101K +589 +8%
EP
202
Edgestream Partners
New Jersey
$1.25M +$1.25M +7,302 New
NMERB
203
New Mexico Educational Retirement Board
New Mexico
$1.25M
Stifel Financial
204
Stifel Financial
Missouri
$1.24M -$120K -703 -9%
Pathstone Holdings
205
Pathstone Holdings
New Jersey
$1.23M +$1.23M +7,171 New
Fifth Third Bancorp
206
Fifth Third Bancorp
Ohio
$1.22M -$14.2K -83 -1%
HWM
207
Hohimer Wealth Management
Washington
$1.17M +$20.7K +121 +2%
JIR
208
James Investment Research
Ohio
$1.16M
Northwestern Mutual Wealth Management
209
Northwestern Mutual Wealth Management
Wisconsin
$1.13M -$496K -2,899 -31%
FM
210
Foster & Motley
Ohio
$1.12M +$433K +2,532 +63%
Lord, Abbett & Co
211
Lord, Abbett & Co
New Jersey
$1.1M +$66.2K +387 +6%
Pacer Advisors
212
Pacer Advisors
Pennsylvania
$1.07M +$205K +1,196 +24%
DCM
213
DGS Capital Management
New Jersey
$1.05M -$2.57K -15 -0.2%
WA
214
Wambolt & Associates
Colorado
$1.05M +$101K +588 +11%
RCM
215
Radnor Capital Management
Pennsylvania
$1.03M -$1.71K -10 -0.2%
Prudential Financial
216
Prudential Financial
New Jersey
$1.03M +$206K +1,204 +25%
FHB
217
First Hawaiian Bank
Hawaii
$1.03M -$112K -655 -10%
CB
218
Cadence Bank
Mississippi
$1.02M
Mackenzie Financial
219
Mackenzie Financial
Ontario, Canada
$1.01M +$110K +644 +12%
HSBC Holdings
220
HSBC Holdings
United Kingdom
$1.01M +$451K +2,630 +81%
Swedbank
221
Swedbank
Sweden
$992K
NFG
222
Nations Financial Group
Iowa
$991K +$13.7K +80 +1%
DAM
223
Deltec Asset Management
New York
$985K
Allspring Global Investments
224
Allspring Global Investments
North Carolina
$973K -$1.39M -8,127 -59%
ZB
225
Zions Bancorporation
Utah
$968K -$69.3K -405 -7%