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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.02% more ownership

Funds ownership: 93.68%94.71% (+1%)

2% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 89

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
268
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.49M
Puts
$1.67M
Net Calls
Net Calls Change

Top Buyers

1 +$57.8M
2 +$25.7M
3 +$23.3M
4
Ameriprise
Ameriprise
Minnesota
+$20.1M
5
O
OppenheimerFunds
New York
+$17.4M

Top Sellers

1 -$54.5M
2 -$43.8M
3 -$30.4M
4
Wells Fargo
Wells Fargo
California
-$28.2M
5
Citadel Advisors
Citadel Advisors
Florida
-$25.9M
Name Holding Trade Value Shares
Change
Change in
Stake
226
$179K
227
$174K
228
$150K
229
$123K
230
$123K
231
$113K
232
$110K
233
$103K
234
$101K
235
$97K
236
$72K
237
$70K
238
$62K
239
$59K
240
$58K
241
$55K
242
$41K
243
$39K
244
$34K
245
$34K
246
$33K
247
$33K
248
$23K
249
$23K
250
$21K