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Evercore
295 hedge funds and large institutions have $2.72B invested in Evercore in 2017 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 125 increasing their positions, 98 reducing their positions, and 35 closing their positions.
New
Increased
Maintained
Reduced
Closed
243% more call options, than puts
Call options by funds: $5.42M | Put options by funds: $1.58M
40% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 35
28% more repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 98
4% more funds holding
Funds holding: 283 → 295 (+12)
0.7% less ownership
Funds ownership: 94.68% → 93.98% (-0.7%)
10% less capital invested
Capital invested by funds: $3.03B → $2.72B (-$312M)
100% less funds holding in top 10
Funds holding in top 10: 3 → 0 (-3)
Holders
295
Holders Change
+12
Holders Change %
+4.24%
% of All Funds
7.35%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
49
Increased
125
Reduced
98
Closed
35
Calls
$5.42M
Puts
$1.58M
Net Calls
+$3.84M
Net Calls Change
+$2.53M
Top Buyers
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$45.8M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$36.4M |
| 3 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$22.7M |
| 4 |
BlackRock
New York
|
+$16.2M |
| 5 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
+$13.8M |
Top Sellers
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$56.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$32.5M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$24.6M |
| 4 |
O
OppenheimerFunds
New York
|
-$20.2M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
-$16.1M |
