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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 %
Bessemer Group
251
Bessemer Group
New Jersey
$21K +$21K +301 New
SWA
252
Sutton Wealth Advisors
Florida
$20.6K
BIG
253
Bellwether Investment Group
Tennessee
$20K +$20K +291 New
PNC Financial Services Group
254
PNC Financial Services Group
Pennsylvania
$19K +$19K +275 New
EF
255
Empirical Finance
Pennsylvania
$15K +$15K +204 New
SPIA
256
Steward Partners Investment Advisory
New York
$13K +$13K +200 New
Loomis, Sayles & Company
257
Loomis, Sayles & Company
Massachusetts
$9K
PFGIA
258
Patriot Financial Group Insurance Agency
Massachusetts
$7K +$7K +100 New
Creative Planning
259
Creative Planning
Kansas
$7K +$7K +107 New
PA
260
Parallel Advisors
California
$7K +$7K +108 New
IUHSA
261
Itau Unibanco Holding S.A.
Brazil
$5K +$5K +70 New
MFW
262
Mosaic Family Wealth
Missouri
$4K
DAM
263
Delta Asset Management
Tennessee
$4K
CFG
264
Citizens Financial Group
Rhode Island
$3K
PMFA
265
Plante Moran Financial Advisors
Michigan
$2K -$167 -3 -8%
QCG
266
Quadrant Capital Group
Ohio
$1K
MFS
267
MSI Financial Services
Massachusetts
$1K
TSW
268
Thompson Siegel & Walmsley
Virginia
$1K +$1K +15 New
PFBT
269
Parkside Financial Bank & Trust
Missouri
$1K +$1K +19 New
PCM
270
Palisade Capital Management
New Jersey
-$2.47M -48,019 Closed
BCM
271
BlueMar Capital Management
Florida
-$2.37M -46,000 Closed
FHAM
272
Folger Hill Asset Management
New York
-$1.44M -27,974 Closed
AIMCA
273
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$912K -17,700 Closed
QT
274
Quantbot Technologies
New York
-$750K -14,566 Closed
AL
275
Airain Ltd
Guernsey
-$547K -10,627 Closed