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Evercore

294 hedge funds and large institutions have $2.72B invested in Evercore in 2017 Q2 according to their latest regulatory filings, with 48 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:

0.71% less ownership

Funds ownership: 94.68%93.97% (-0.71%)

10% less capital invested

Capital invested by funds: $3.03B → $2.72B (-$313M)

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
294
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 +$44.4M
2 +$35.3M
3 +$22M
4
BlackRock
BlackRock
New York
+$15.7M
5
JIM
Jupiter Investment Management
United Kingdom
+$13.4M

Top Sellers

1 -$55.1M
2 -$31.5M
3 -$23.8M
4
O
OppenheimerFunds
New York
-$19.6M
5
Principal Financial Group
Principal Financial Group
Iowa
-$15.6M
Name Holding Trade Value Shares
Change
Change in
Stake
251
$127K
252
$108K
253
$108K
254
$99K
255
$87K
256
$75K
257
$68.2K
258
$66K
259
$63K
260
$53K
261
$51K
262
$46K
263
$42K
264
$39K
265
$39K
266
$35K
267
$31K
268
$29K
269
$25K
270
$23K
271
$21.1K
272
$21K
273
$15K
274
$15K
275
$14.1K