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Evercore

209 hedge funds and large institutions have $1.74B invested in Evercore in 2014 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 82 increasing their positions, 68 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+9
Holders Change %
+4.5%
% of All Funds
6.04%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
36
Increased
82
Reduced
68
Closed
23
Calls
$2.95M
Puts
$2.86M
Net Calls
+$89K
Net Calls Change
-$2.65M
Name Holding Trade Value Shares
Change
Shares
Change %
OAM
226
Origin Asset Management
United Kingdom
-$210K -3,505 Closed
WFM
227
Wilmington Funds Management
Delaware
-$206K -3,443 Closed
IH
228
IFC Holdings
Florida
-$204K -3,344 Closed
LWA
229
Lenox Wealth Advisors
New York
-$2K -34 Closed
Envestnet Asset Management
230
Envestnet Asset Management
Illinois
-$2K -33 Closed
EWM
231
Elite Wealth Management
Washington
-$1K -19 Closed