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Evercore

333 hedge funds and large institutions have $2.6B invested in Evercore in 2018 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 92 increasing their positions, 158 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
-28
Holders Change %
-7.76%
% of All Funds
7.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
53
Increased
92
Reduced
158
Closed
80
Calls
$2.44M
Puts
$6.91M
Net Calls
-$4.47M
Net Calls Change
+$4.21M
Name Holding Trade Value Shares
Change
Shares
Change %
PIA
251
Piedmont Investment Advisors
North Carolina
$285K +$76.8K +1,073 +37%
GAM
252
Gotham Asset Management
New York
$281K +$281K +3,931 New
SW
253
SVB Wealth
Massachusetts
$277K -$207K -2,895 -43%
FMT
254
First Mercantile Trust
Tennessee
$276K +$22.8K +319 +9%
SFSIG
255
San Francisco Sentry Investment Group
California
$272K -$143K -2,000 -34%
AG
256
Advisor Group
Arizona
$254K -$39.2K -549 -13%
OAM
257
Origin Asset Management
United Kingdom
$250K -$14.6M -203,400 -98%
BHWM
258
Bar Harbor Wealth Management
New Hampshire
$239K -$117K -1,631 -33%
C
259
Cerebellum
California
$229K +$229K +3,194 New
MML Investors Services
260
MML Investors Services
Massachusetts
$225K +$13.5K +188 +6%
BCM
261
BlueCrest Capital Management
Jersey
$214K -$1.87M -26,060 -90%
RQS
262
Ramsey Quantitative Systems
Kentucky
$211K +$3.65K +51 +2%
SCM
263
Shelton Capital Management
Colorado
$210K
GIA
264
Granite Investment Advisors
New Hampshire
$204K
Zurich Cantonal Bank
265
Zurich Cantonal Bank
Switzerland
$200K
Nisa Investment Advisors
266
Nisa Investment Advisors
Missouri
$187K
NIT
267
NumerixS Investment Technologies
British Columbia, Canada
$177K +$156K +2,200 +733%
SIA
268
Sit Investment Associates
Minnesota
$172K +$21.5K +300 +14%
LIA
269
LS Investment Advisors
Michigan
$158K -$78.5K -1,096 -33%
LTFS
270
Ladenburg Thalmann Financial Services
Florida
$136K +$36.4K +507 +37%
FBT
271
First Bank & Trust
South Dakota
$129K -$85.9K -1,204 -40%
BTNA
272
Bremer Trust National Association
Minnesota
$108K +$108K +1,515 New
DZ Bank
273
DZ Bank
Germany
$96K
MAM
274
Meeder Asset Management
Ohio
$95K -$516K -7,191 -84%
SP
275
Symmetry Partners
Connecticut
$91K +$91K +1,274 New