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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
Bessemer Group
276
Bessemer Group
New Jersey
$24K +$22.2K +295 New
CAW
277
Cornerstone Advisors (Washington)
Washington
$21K -$6.99K -93 -27%
BTIS
278
BB&T Investment Services
North Carolina
$19K +$14.3K +190 +396%
CCMW
279
Cypress Capital Management (Wyoming)
Wyoming
$16K
FHA
280
First Horizon Advisors
Tennessee
$16K
AIM
281
Advantage Investment Management
Iowa
$13K
FPFS
282
First Personal Financial Services
North Carolina
$13K +$10.5K +140 +824%
AIL
283
AGF Investments LLC
Ontario, Canada
$10K +$9.32K +124 New
PFGIA
284
Patriot Financial Group Insurance Agency
Massachusetts
$8K
Parallax Volatility Advisers
285
Parallax Volatility Advisers
California
$8K +$7.74K +103 New
CG
286
Cutler Group
California
$6K -$25.4K -338 -81%
WAM
287
Wealthspire Advisors (Maryland)
Maryland
$6K +$451 +6 +9%
TCM
288
Tradewinds Capital Management
Washington
$4K
ASN
289
Advisory Services Network
Georgia
$3K
FANJ
290
Financial Architects (New Jersey)
New Jersey
$3K
HMS
291
Hanseatic Management Services
New Mexico
$2K
PFBT
292
Parkside Financial Bank & Trust
Missouri
$2K
DAM
293
Delta Asset Management
Tennessee
$2K +$1.5K +20 New
CIM
294
Contravisory Investment Management
Massachusetts
$2K +$1.58K +21 New
QCG
295
Quadrant Capital Group
Ohio
$1K
AIM
296
Artemis Investment Management
United Kingdom
-$7.14M -101,388 Closed
NIP
297
Nicholas Investment Partners
California
-$4.67M -66,256 Closed
CIP
298
Convergence Investment Partners
Florida
-$4.64M -65,834 Closed
SIM
299
Spark Investment Management
New York
-$4.02M -57,000 Closed
DekaBank Deutsche Girozentrale
300
DekaBank Deutsche Girozentrale
Germany
-$3.45M -49,055 Closed