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Evercore

283 hedge funds and large institutions have $3.03B invested in Evercore in 2017 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 100 increasing their positions, 106 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
+15
Holders Change %
+5.6%
% of All Funds
7.06%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
53
Increased
100
Reduced
106
Closed
29
Calls
$4.64M
Puts
$3.32M
Net Calls
+$1.32M
Net Calls Change
+$499K
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
251
Acrospire Investment Management
Illinois
$72K -$171K -2,200 -70%
Creative Planning
252
Creative Planning
Kansas
$71K +$62.7K +803 +750%
SCM
253
Segantii Capital Management
Hong Kong
$70K +$70K +900 New
MOACM
254
Mutual of America Capital Management
New York
$58K +$58K +750 New
CG
255
Cutler Group
California
$48K -$150K -1,928 -76%
IPC
256
Independent Portfolio Consultants
Florida
$48K -$18.3K -235 -28%
IP
257
Isthmus Partners
Wisconsin
$47K
SPIA
258
Steward Partners Investment Advisory
New York
$45K +$29.7K +388 +194%
HCM
259
Herndon Capital Management
Georgia
$43K -$1.32K -17 -3%
PNC Financial Services Group
260
PNC Financial Services Group
Pennsylvania
$42K +$20.7K +267 +97%
OFS
261
Orrstown Financial Services
Pennsylvania
$37K -$1.16K -15 -3%
FPFS
262
First Personal Financial Services
North Carolina
$36K -$31.7K -404 -47%
JCM
263
Jacobi Capital Management
Pennsylvania
$24K +$149 +2 +0.6%
SWA
264
Sutton Wealth Advisors
Florida
$23.4K
BIG
265
Bellwether Investment Group
Tennessee
$22K -$783 -10 -3%
Nisa Investment Advisors
266
Nisa Investment Advisors
Missouri
$21K -$17.9K -230 -46%
FHA
267
First Horizon Advisors
Tennessee
$21K +$21K +300 New
GRP
268
Global Retirement Partners
California
$16K +$16K +200 New
Northwestern Mutual Wealth Management
269
Northwestern Mutual Wealth Management
Wisconsin
$13K -$11.2K -151 -46%
Loomis, Sayles & Company
270
Loomis, Sayles & Company
Massachusetts
$9K -$1.72K -21 -16%
IUHSA
271
Itau Unibanco Holding S.A.
Brazil
$8K +$2.62K +34 +49%
PFGIA
272
Patriot Financial Group Insurance Agency
Massachusetts
$7K
IAS
273
INR Advisory Services
Pennsylvania
$7K +$7K +85 New
ASN
274
Advisory Services Network
Georgia
$5K +$5K +69 New
MFW
275
Mosaic Family Wealth
Missouri
$4K