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Evercore

296 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

400% more call options, than puts

Call options by funds: $2.71M | Put options by funds: $542K

17% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 36

11% more capital invested

Capital invested by funds: $2.72B → $3.01B (+$286M)

1.44% more ownership

Funds ownership: 93.98%95.42% (+1.4%)

0% more funds holding

Funds holding: 295296 (+1)

9% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 116

Holders
296
Holders Change
+1
Holders Change %
+0.34%
% of All Funds
7.38%
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
Change in
Stake
RG
226
Renaissance Group
Kentucky
$352K +$150 +2 +0%
FIM
227
Freedom Investment Management
Connecticut
$349K +$327K +4,348 New
RQS
228
Ramsey Quantitative Systems
Kentucky
$348K +$9.32K +124 +3%
OSAM
229
O'Shaughnessy Asset Management
Connecticut
$344K -$5.26K -70 -2%
Verition Fund Management
230
Verition Fund Management
Connecticut
$336K +$314K +4,182 New
HSBC Holdings
231
HSBC Holdings
United Kingdom
$331K -$2.27M -30,139 -88%
GHCM
232
Glen Harbor Capital Management
California
$328K +$61.1K +812 +25%
CMBA
233
C.M. Bidwell & Associates
Hawaii
$316K -$67.7K -900 -19%
CNAM
234
Campbell Newman Asset Management
Wisconsin
$308K +$37K +492 +15%
GCP
235
GSA Capital Partners
United Kingdom
$304K +$285K +3,784 New
AIM
236
Assured Investment Management
New York
$298K +$279K +3,716 New
SCM
237
Shelton Capital Management
Colorado
$295K -$16.4K -218 -6%
RCM
238
Riverhead Capital Management
Delaware
$291K +$39.6K +527 +17%
YMRC
239
Yorktown Management & Research Company
Virginia
$281K
Teacher Retirement System of Texas
240
Teacher Retirement System of Texas
Texas
$272K +$5.34K +71 +2%
AIP
241
Ameritas Investment Partners
Nebraska
$270K
BHWM
242
Bar Harbor Wealth Management
New Hampshire
$270K
MCIM
243
Meadow Creek Investment Management
Georgia
$258K +$48K +638 +25%
ECM
244
ETrade Capital Management
Virginia
$255K +$12.6K +168 +6%
MC
245
Miles Capital
Iowa
$244K -$3.91K -52 -2%
CA
246
Cetera Advisors
Colorado
$238K +$224K +2,983 New
Connor, Clark & Lunn Investment Management (CC&L)
247
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$233K -$274K -3,650 -56%
FBT
248
First Bank & Trust
South Dakota
$224K -$14.1K -188 -6%
ECM
249
Everence Capital Management
Indiana
$221K +$208K +2,760 New
CCM
250
CrestPoint Capital Management
Missouri
$217K +$203K +2,700 New