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Evercore

363 hedge funds and large institutions have $3.98B invested in Evercore in 2018 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 126 increasing their positions, 143 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 43

0.66% less ownership

Funds ownership: 97.43%96.77% (-0.66%)

1% less funds holding

Funds holding: 366363 (-3)

5% less capital invested

Capital invested by funds: $4.18B → $3.98B (-$202M)

12% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 143

60% less call options, than puts

Call options by funds: $5.88M | Put options by funds: $14.6M

80% less funds holding in top 10

Funds holding in top 10: 51 (-4)

Holders
363
Holders Change
-3
Holders Change %
-0.82%
% of All Funds
8.3%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.02%
New
43
Increased
126
Reduced
143
Closed
43
Calls
$5.88M
Puts
$14.6M
Net Calls
-$8.68M
Net Calls Change
+$2.25M
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
276
MML Investors Services
Massachusetts
$297K +$318K +2,950 New
SCM
277
Shelton Capital Management
Colorado
$295K
FA
278
FDx Advisors
Illinois
$294K +$315K +2,927 New
RQS
279
Ramsey Quantitative Systems
Kentucky
$292K -$44.9K -417 -13%
PIA
280
Piedmont Investment Advisors
North Carolina
$292K +$313K +2,907 New
GIA
281
Granite Investment Advisors
New Hampshire
$287K
Zurich Cantonal Bank
282
Zurich Cantonal Bank
Switzerland
$281K
Tudor Investment Corp
283
Tudor Investment Corp
Connecticut
$278K +$297K +2,760 New
Wolverine Trading
284
Wolverine Trading
Illinois
$278K +$298K +2,765 New
OWA
285
One Wealth Advisors
California
$274K -$647 -6 -0.2%
FRM
286
Fox Run Management
Connecticut
$273K +$293K +2,719 New
LP
287
LMR Partners
United Kingdom
$270K -$5.49M -50,988 -95%
Nisa Investment Advisors
288
Nisa Investment Advisors
Missouri
$263K +$119K +1,100 +72%
EWM
289
Evercore Wealth Management
New York
$255K -$16.2K -150 -6%
WAM
290
World Asset Management
Michigan
$245K +$2.37K +22 +0.9%
APA
291
American Portfolios Advisors
New York
$240K +$123K +1,142 +92%
SIA
292
Sit Investment Associates
Minnesota
$211K -$606K -5,625 -73%
B
293
Barings
North Carolina
$211K
FCBT
294
First Citizens Bank & Trust
North Carolina
$209K -$62K -575 -22%
PA
295
Parallel Advisors
California
$177K +$172K +1,599 +999%
Qube Research & Technologies (QRT)
296
Qube Research & Technologies (QRT)
United Kingdom
$148K +$135K +1,256 +595%
IUHSA
297
Itau Unibanco Holding S.A.
Brazil
$141K -$37.2K -345 -20%
PI
298
PineBridge Investments
New York
$141K +$151K +1,400 New
LTFS
299
Ladenburg Thalmann Financial Services
Florida
$139K -$154K -1,428 -51%
FHB
300
First Hawaiian Bank
Hawaii
$139K +$149K +1,380 New