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Evercore

295 hedge funds and large institutions have $2.72B invested in Evercore in 2017 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 125 increasing their positions, 98 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.7% less ownership

Funds ownership: 94.68%93.98% (-0.7%)

10% less capital invested

Capital invested by funds: $3.03B → $2.72B (-$312M)

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
295
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.42M
Puts
$1.58M
Net Calls
Net Calls Change

Top Buyers

1 +$45.8M
2 +$36.4M
3 +$22.7M
4
BlackRock
BlackRock
New York
+$16.2M
5
JIM
Jupiter Investment Management
United Kingdom
+$13.8M

Top Sellers

1 -$56.8M
2 -$32.5M
3 -$24.6M
4
O
OppenheimerFunds
New York
-$20.2M
5
Principal Financial Group
Principal Financial Group
Iowa
-$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
226
$298K
227
$297K
228
$280K
229
$274K
230
$262K
231
$253K
232
$253K
233
$247K
234
$245K
235
$241K
236
$238K
237
$236K
238
$234K
239
$233K
240
$231K
241
$218K
242
$218K
243
$213K
244
$212K
245
$212K
246
$210K
247
$206K
248
$181K
249
$160K
250
$145K