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Evercore

268 hedge funds and large institutions have $2.53B invested in Evercore in 2016 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 91 increasing their positions, 89 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+43
Holders Change %
+19.11%
% of All Funds
6.71%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
65
Increased
91
Reduced
89
Closed
20
Calls
$2.49M
Puts
$1.67M
Net Calls
+$817K
Net Calls Change
-$18K
Name Holding Trade Value Shares
Change
Shares
Change %
Fuller & Thaler Asset Management
226
Fuller & Thaler Asset Management
California
$179K
CG
227
Cutler Group
California
$174K +$174K +2,547 New
EP
228
Elkfork Partners
Oregon
$150K +$150K +2,176 New
FMT
229
First Mercantile Trust
Tennessee
$123K +$1.37K +20 +1%
GHCM
230
Glen Harbor Capital Management
California
$123K +$123K +1,792 New
BJ
231
BlackRock Japan
Japan
$113K +$43.3K +631 +62%
RCM
232
Riverhead Capital Management
Delaware
$110K
SIA
233
Sit Investment Associates
Minnesota
$103K +$34.3K +500 +50%
LIA
234
LS Investment Advisors
Michigan
$101K +$3.63K +53 +4%
MCIM
235
Meadow Creek Investment Management
Georgia
$97K +$97K +1,408 New
Zurich Cantonal Bank
236
Zurich Cantonal Bank
Switzerland
$72K
FCM
237
Flinton Capital Management
Pennsylvania
$70K +$70K +1,024 New
TRCT
238
Tower Research Capital (TRC)
New York
$62K +$62K +909 New
FPFS
239
First Personal Financial Services
North Carolina
$59K +$57.8K +846 +4,976%
IPC
240
Independent Portfolio Consultants
Florida
$58K
DADC
241
D.A. Davidson & Co
Montana
$55K -$1.17K -17 -2%
IP
242
Isthmus Partners
Wisconsin
$41K
HCM
243
Herndon Capital Management
Georgia
$39K
CF
244
CenterStar Fund
Illinois
$34K
Nisa Investment Advisors
245
Nisa Investment Advisors
Missouri
$34K
AG
246
Advisor Group
Arizona
$33K +$2.87K +41 +10%
OFS
247
Orrstown Financial Services
Pennsylvania
$33K +$12.3K +185 +60%
JCM
248
Jacobi Capital Management
Pennsylvania
$23K +$72 +1 +0.3%
Northwestern Mutual Wealth Management
249
Northwestern Mutual Wealth Management
Wisconsin
$23K +$23K +326 New
IA
250
IFP Advisors
Florida
$21K -$8.22K -119 -28%