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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
WAM
251
World Asset Management
Michigan
$210K +$197K +2,620 New
LTFS
252
Ladenburg Thalmann Financial Services
Florida
$207K -$68K -904 -26%
Wolverine Trading
253
Wolverine Trading
Illinois
$207K +$194K +2,582 New
LIA
254
LS Investment Advisors
Michigan
$195K +$12.1K +161 +7%
FCM
255
Flinton Capital Management
Pennsylvania
$187K +$34.9K +464 +25%
NIT
256
NumerixS Investment Technologies
British Columbia, Canada
$165K -$492K -6,550 -76%
Zurich Cantonal Bank
257
Zurich Cantonal Bank
Switzerland
$144K
AG
258
Advisor Group
Arizona
$142K +$41.6K +553 +45%
Nisa Investment Advisors
259
Nisa Investment Advisors
Missouri
$134K +$52.6K +700 +72%
EWM
260
Evercore Wealth Management
New York
$123K
FDCDDQ
261
Federation des caisses Desjardins du Quebec
Quebec, Canada
$114K -$8.27K -110 -7%
FMT
262
First Mercantile Trust
Tennessee
$113K +$752 +10 +0.7%
Canada Pension Plan Investment Board
263
Canada Pension Plan Investment Board
Ontario, Canada
$80K +$75.2K +1,000 New
Fuller & Thaler Asset Management
264
Fuller & Thaler Asset Management
California
$72K
MOACM
265
Mutual of America Capital Management
New York
$60K
PNC Financial Services Group
266
PNC Financial Services Group
Pennsylvania
$57K +$15.8K +210 +42%
FPS
267
Fieldpoint Private Securities
Connecticut
$51K +$47.8K +636 New
AIS
268
AlphaOne Investment Services
Pennsylvania
$46K +$43.2K +575 New
SWA
269
Sutton Wealth Advisors
Florida
$44.9K +$19.5K +260 +87%
OFS
270
Orrstown Financial Services
Pennsylvania
$41K +$4.51K +60 +13%
IP
271
Isthmus Partners
Wisconsin
$40K -$7.52K -100 -17%
Loomis, Sayles & Company
272
Loomis, Sayles & Company
Massachusetts
$37K +$26.2K +349 +317%
PCM
273
Prelude Capital Management
New York
$32K +$30.1K +400 New
Northwestern Mutual Wealth Management
274
Northwestern Mutual Wealth Management
Wisconsin
$30K +$6.24K +83 +28%
JCM
275
Jacobi Capital Management
Pennsylvania
$25K +$150 +2 +0.6%