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Evercore

295 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
Holders
295
Holders Change
+1
Holders Change %
+0.34%
% of All Funds
7.37%
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
Shares
Change %
LTFS
251
Ladenburg Thalmann Financial Services
Florida
$207K -$72.4K -904 -26%
Wolverine Trading
252
Wolverine Trading
Illinois
$207K +$207K +2,582 New
LIA
253
LS Investment Advisors
Michigan
$195K +$13K +161 +7%
FCM
254
Flinton Capital Management
Pennsylvania
$187K +$37.1K +464 +25%
NIT
255
NumerixS Investment Technologies
British Columbia, Canada
$165K -$527K -6,550 -76%
Zurich Cantonal Bank
256
Zurich Cantonal Bank
Switzerland
$144K
AG
257
Advisor Group
Arizona
$142K +$44.3K +553 +45%
Nisa Investment Advisors
258
Nisa Investment Advisors
Missouri
$134K +$56.2K +700 +72%
EWM
259
Evercore Wealth Management
New York
$123K
FDCDDQ
260
Federation des caisses Desjardins du Quebec
Quebec, Canada
$114K -$8.83K -110 -7%
FMT
261
First Mercantile Trust
Tennessee
$113K +$801 +10 +0.7%
Canada Pension Plan Investment Board
262
Canada Pension Plan Investment Board
Ontario, Canada
$80K +$80K +1,000 New
Fuller & Thaler Asset Management
263
Fuller & Thaler Asset Management
California
$72K
MOACM
264
Mutual of America Capital Management
New York
$60K
PNC Financial Services Group
265
PNC Financial Services Group
Pennsylvania
$57K +$16.9K +210 +42%
FPS
266
Fieldpoint Private Securities
Connecticut
$51K +$51K +636 New
AIS
267
AlphaOne Investment Services
Pennsylvania
$46K +$46K +575 New
SWA
268
Sutton Wealth Advisors
Florida
$44.9K +$20.9K +260 +87%
OFS
269
Orrstown Financial Services
Pennsylvania
$41K +$4.87K +60 +13%
IP
270
Isthmus Partners
Wisconsin
$40K -$8K -100 -17%
Loomis, Sayles & Company
271
Loomis, Sayles & Company
Massachusetts
$37K +$28.1K +349 +317%
PCM
272
Prelude Capital Management
New York
$32K +$32K +400 New
Northwestern Mutual Wealth Management
273
Northwestern Mutual Wealth Management
Wisconsin
$30K +$6.57K +83 +28%
JCM
274
Jacobi Capital Management
Pennsylvania
$25K +$153 +2 +0.6%
Bessemer Group
275
Bessemer Group
New Jersey
$24K +$24K +295 New