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Evercore

295 hedge funds and large institutions have $3.01B invested in Evercore in 2017 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 105 increasing their positions, 116 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+1
Holders Change %
+0.34%
% of All Funds
7.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
42
Increased
105
Reduced
116
Closed
36
Calls
$2.71M
Puts
$542K
Net Calls
+$2.17M
Net Calls Change
-$1.68M
Name Holding Trade Value Shares
Change
Shares
Change %
FIM
226
Freedom Investment Management
Connecticut
$349K +$349K +4,348 New
RQS
227
Ramsey Quantitative Systems
Kentucky
$348K +$9.94K +124 +3%
OSAM
228
O'Shaughnessy Asset Management
Connecticut
$344K -$5.62K -70 -2%
Verition Fund Management
229
Verition Fund Management
Connecticut
$336K +$336K +4,182 New
HSBC Holdings
230
HSBC Holdings
United Kingdom
$331K -$2.42M -30,139 -88%
GHCM
231
Glen Harbor Capital Management
California
$328K +$65.2K +812 +25%
CMBA
232
C.M. Bidwell & Associates
Hawaii
$316K -$72.3K -900 -19%
CNAM
233
Campbell Newman Asset Management
Wisconsin
$308K +$39.5K +492 +15%
GCP
234
GSA Capital Partners
United Kingdom
$304K +$304K +3,784 New
AIM
235
Assured Investment Management
New York
$298K +$298K +3,716 New
SCM
236
Shelton Capital Management
Colorado
$295K -$17.5K -218 -6%
RCM
237
Riverhead Capital Management
Delaware
$291K +$42.3K +527 +17%
YMRC
238
Yorktown Management & Research Company
Virginia
$281K
Teacher Retirement System of Texas
239
Teacher Retirement System of Texas
Texas
$272K +$5.69K +71 +2%
BHWM
240
Bar Harbor Wealth Management
New Hampshire
$270K
AIP
241
Ameritas Investment Partners
Nebraska
$270K
MCIM
242
Meadow Creek Investment Management
Georgia
$258K +$51.2K +638 +25%
ECM
243
ETrade Capital Management
Virginia
$255K +$13.5K +168 +6%
MC
244
Miles Capital
Iowa
$244K -$4.18K -52 -2%
CA
245
Cetera Advisors
Colorado
$238K +$238K +2,983 New
Connor, Clark & Lunn Investment Management (CC&L)
246
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$233K -$293K -3,650 -56%
FBT
247
First Bank & Trust
South Dakota
$224K -$15.1K -188 -6%
ECM
248
Everence Capital Management
Indiana
$221K +$221K +2,760 New
CCM
249
CrestPoint Capital Management
Missouri
$217K +$217K +2,700 New
WAM
250
World Asset Management
Michigan
$210K +$210K +2,620 New