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Evercore

327 hedge funds and large institutions have $2.8B invested in Evercore in 2019 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 115 increasing their positions, 134 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
-13
Holders Change %
-3.82%
% of All Funds
6.46%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
45
Increased
115
Reduced
134
Closed
48
Calls
$971K
Puts
$2.42M
Net Calls
-$1.45M
Net Calls Change
+$4.16M
Name Holding Trade Value Shares
Change
Shares
Change %
OAM
251
Oppenheimer Asset Management
New York
$245K -$8.12K -109 -3%
AG
252
Advisor Group
Arizona
$244K -$52.5K -705 -18%
LTFS
253
Ladenburg Thalmann Financial Services
Florida
$239K +$7.91K +106 +3%
Capital Fund Management (CFM)
254
Capital Fund Management (CFM)
France
$239K +$239K +3,203 New
WCM
255
Wedge Capital Management
North Carolina
$236K +$20.2K +270 +9%
ONB
256
Old National Bancorp
Indiana
$234K -$51K -681 -18%
SG Americas Securities
257
SG Americas Securities
New York
$227K -$1.06M -14,187 -82%
CAM
258
Cresset Asset Management
Illinois
$215K -$2.32K -31 -1%
Marshall Wace
259
Marshall Wace
United Kingdom
$212K -$864K -11,566 -80%
PNC Financial Services Group
260
PNC Financial Services Group
Pennsylvania
$211K -$363K -4,839 -63%
PA
261
Profund Advisors
Maryland
$211K -$22.9K -307 -10%
SIA
262
Sit Investment Associates
Minnesota
$209K +$29.9K +400 +17%
SCM
263
Shelton Capital Management
Colorado
$205K
NIPH
264
NN Investment Partners Holdings
Netherlands
$201K -$1.41M -19,000 -88%
PTP
265
Platform Technology Partners
New York
$200K +$200K +2,674 New
FPS
266
Fieldpoint Private Securities
Connecticut
$195K +$112K +1,503 +136%
Zurich Cantonal Bank
267
Zurich Cantonal Bank
Switzerland
$192K
NIT
268
NumerixS Investment Technologies
British Columbia, Canada
$166K -$57.8K -775 -26%
LIA
269
LS Investment Advisors
Michigan
$151K -$4.11K -55 -3%
Nisa Investment Advisors
270
Nisa Investment Advisors
Missouri
$136K -$74.1K -995 -35%
MAM
271
Meeder Asset Management
Ohio
$124K
PCM
272
Prelude Capital Management
New York
$114K +$114K +1,525 New
FDCDDQ
273
Federation des caisses Desjardins du Quebec
Quebec, Canada
$98.7K +$16.3K +218 +20%
IUHSA
274
Itau Unibanco Holding S.A.
Brazil
$92K +$92K +1,230 New
IA
275
IFP Advisors
Florida
$85K -$10.8K -141 -11%