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Evercore Inc.

EVR
交易所
NYSE
產業
Investment Advice
SEC CIK
0001360901

近 90 天,Evercore Inc. 沒有內部人公開市場買賣的申報;2026 年第 2 季末有 714 家機構在 13F 申報持有,市值合計 $122.4 億;沒有大師持有。

2021 年第 4 季與 2021 年第 3 季比較

持有 Evercore Inc. 的機構從 2021 年第 3 季到 2021 年第 4 季的變化。

2021 年第 4 季全部持有人2021 年第 3 季全部持有人

EVR 的 13F 持有人:2021 年第 3 季與 2021 年第 4 季比較
項目2021 年第 3 季其中尚未申報 2021 年第 4 季2021 年第 4 季變化
持有家數4268439+21
股數3,468 萬20.4 萬3,439 萬−9.23 萬 (−0.3%)
市值$46.4 億$2,729 萬$46.7 億+$5,728 萬 (+1.2%)

8 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(64 家)

2021 年第 4 季季末持有 Evercore Inc.、2021 年第 3 季季末沒有持有的機構。

2021 年第 4 季新進 EVR 的機構
機構股數市值佔組合 %
Allspring Global Investments Holdings, LLC235,823$3,204 萬0.04%
Paralel Advisors LLC125,000$1,698 萬0.98%
Primecap Management Co90,400$1,228 萬0.01%
Smith Group Asset Management, LLC39,000$529.8 萬0.24%
Duality Advisers, LP33,020$448.6 萬0.49%
Executive Wealth Management, LLC31,022$421.4 萬0.42%
Wealthspire Advisors, LLC27,445$372.8 萬0.08%
EFG Asset Management (North America) Corp.24,085$327.2 萬0.43%
Capitolis Advisors LLC22,487$305.5 萬0.02%
Yousif Capital Management, LLC22,354$303.7 萬0.03%
Brookfield Asset Management Inc.18,058$245.3 萬0.01%
Engineers Gate Manager LP12,056$163.8 萬0.07%
Washington Trust Advisors, Inc.11,850$161.0 萬0.11%
Vantis Investment Advisers L.P.10,000$135.9 萬1.41%
Caldwell Investment Management Ltd.9,850$134.2 萬1.05%
Magnetar Financial LLC9,592$130.3 萬0.01%
Assenagon Asset Management S.A.9,532$129.5 萬0.00%
Bank of Nova Scotia8,000$108.7 萬0.00%
Angeles Investment Advisors, LLC4,861$66.0 萬0.03%
Asset Management One Co.,Ltd.4,159$56.8 萬0.00%
Oak Thistle LLC3,964$53.8 萬0.42%
TownSquare Capital, LLC3,922$53.3 萬0.01%
Prelude Capital Management, LLC3,480$47.3 萬0.02%
Boothbay Fund Management, LLC3,176$43.1 萬0.01%
Private Advisor Group, LLC2,947$40.0 萬0.00%
O'Rourke & Company, Inc2,782$37.8 萬0.25%
Jackson Creek Investment Advisors LLC2,588$35.2 萬0.13%
Coldstream Capital Management Inc2,560$34.8 萬0.01%
Virtu Financial LLC2,470$33.6 萬0.03%
Regentatlantic Capital LLC2,456$33.4 萬0.01%
AE Wealth Management LLC2,221$30.2 萬0.00%
Graham Capital Management, L.P.2,179$29.6 萬0.02%
National Bank of Canada1,942$26.4 萬0.00%
Keebeck Alpha, LP1,935$26.3 萬0.10%
Journey Strategic Wealth LLC1,745$23.7 萬0.02%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,680$22.8 萬0.00%
Versor Investments LP1,602$21.8 萬0.01%
Two Sigma Securities, LLC1,601$21.7 萬0.04%
Loomis Sayles & Co L P1,451$19.7 萬0.00%
Paragon Capital Management Ltd1,446$19.6 萬0.03%
Union Investments & Development Ltd.700$9.50 萬0.03%
Spire Wealth Management633$8.60 萬0.00%
Castleview Partners, LLC11,275$8.30 萬0.00%
Quent Capital, LLC583$7.90 萬0.02%
Leonteq Securities AG457$6.21 萬0.00%
Covestor Ltd428$5.80 萬0.08%
C M Bidwell & Associates Ltd276$3.70 萬0.02%
Confluence Wealth Services, Inc.186$2.50 萬0.01%
Sageworth Trust Co of South Dakota179$2.40 萬0.04%
Cambridge Trust Co106$1.40 萬0.00%
Dark Forest Capital Management LP52$7,0000.00%
Retirement Planning Co of New England, Inc.50$6,0000.00%
Delos Wealth Advisors, LLC38$5,0000.00%
Umb Bank N A16$2,0000.00%
Lee Financial Co14$2,0000.00%
Fortitude Advisory Group L.L.C.18$2,0000.00%
CWM, LLC4$1,0000.00%
JFS Wealth Advisors, LLC8$1,0000.00%
Schubert & Co5$1,0000.00%
Bivin & Associates, Inc.5$1,0000.00%
Sutton Wealth Advisors Inc.4$5430.00%
McDonald Partners LLC3$4080.00%
Absolute Capital Management, LLC3$4080.00%
PSI Advisors, LLC1$00.00%

清倉機構(43 家)

2021 年第 3 季季末持有 Evercore Inc.、2021 年第 4 季有申報但已經沒有持有的機構。

2021 年第 4 季清倉 EVR 的機構
機構2021 年第 3 季股數2021 年第 3 季市值
Point72 Asset Management, L.P.404,000$5,400 萬
STRS Ohio242,487$3,241 萬
Basswood Capital Management, L.L.C.97,016$1,297 萬
Pier Capital, LLC69,714$931.9 萬
Nomura Holdings Inc65,800$906.7 萬
Alyeska Investment Group, L.P.65,518$875.8 萬
Arrowstreet Capital, Limited Partnership42,300$565.4 萬
HRT Financial LP37,328$498.9 萬
Susquehanna Fundamental Investments, LLC22,392$299.3 萬
WBI Investments20,539$271.0 萬
Cinctive Capital Management LP18,636$249.1 萬
Castellan Group, LLC16,150$215.9 萬
Prana Capital Management, LP15,744$210.5 萬
Empowered Funds, LLC12,607$168.5 萬
Washington Trust Co11,898$159.0 萬
CIBC World Markets Inc.9,682$129.4 萬
Northwest & Ethical Investments L.P.8,164$109.1 萬
Atria Investments LLC7,930$106.0 萬
Quadrature Capital Ltd5,190$69.4 萬
Ergoteles LLC4,950$66.2 萬
PDT Partners, LLC4,528$60.5 萬
Perigon Wealth Management, LLC3,874$51.8 萬
Cresset Asset Management, LLC3,243$43.4 萬
Pendal Group Limited2,316$31.0 萬
Sciencast Management LP1,937$28.6 萬
Quantitative Investment Management, LLC2,105$28.1 萬
D.A. Davidson & Co.2,006$26.8 萬
AGF Investments LLC1,433$19.2 萬
Quantbot Technologies LP1,353$18.0 萬
Vestcor Inc1,200$16.0 萬
Whittier Trust Co of Nevada Inc250$3.30 萬
Creative Financial Designs Inc105$1.40 萬
Group One Trading, L.P.100$1.30 萬
Cahill Financial Advisors Inc70$9,000
Arkadios Wealth Advisors49$6,000
Financial Management Professionals, Inc.39$5,000
Meridian Wealth Partners, LLC36$5,000
Kowal Investment Group, LLC40$5,000
Truvestments Capital LLC18$2,000
Consolidated Planning Corp14$2,000
Cordant, Inc.16$2,000
West Paces Advisors Inc.8$1,069
D'Orazio & Associates, Inc.10$1,000

尚未申報 2021 年第 4 季的機構(8 家)

2021 年第 3 季季末持有 Evercore Inc.、還沒有申報 2021 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2021 年第 3 季持有 EVR、尚未申報 2021 年第 4 季的機構
機構2021 年第 3 季股數2021 年第 3 季市值
Marshall Wace Asia Ltd193,627$2,588 萬
Marshall Wace North America L.P.5,870$78.5 萬
World Asset Management Inc1,869$25.0 萬
First Mercantile Trust Co1,481$19.8 萬
BBVA USA1,021$13.6 萬
Berman Capital Advisors, LLC191$2.50 萬
Heritage Wealth Management, LLC67$9,000
Sonora Investment Management, LLC26$3,000