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Evercore

365 hedge funds and large institutions have $4.18B invested in Evercore in 2018 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 122 increasing their positions, 134 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
+14
Holders Change %
+3.99%
% of All Funds
8.37%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
60
Increased
122
Reduced
134
Closed
43
Calls
$9.26M
Puts
$20.2M
Net Calls
-$10.9M
Net Calls Change
-$14.8M
Name Holding Trade Value Shares
Change
Shares
Change %
Janus Henderson Group
301
Janus Henderson Group
United Kingdom
$209K +$209K +1,984 New
William Blair & Company
302
William Blair & Company
Illinois
$202K +$202K +1,917 New
TRCT
303
Tower Research Capital (TRC)
New York
$194K -$525K -4,973 -73%
IUHSA
304
Itau Unibanco Holding S.A.
Brazil
$185K +$185K +1,751 New
Bessemer Group
305
Bessemer Group
New Jersey
$183K
Nisa Investment Advisors
306
Nisa Investment Advisors
Missouri
$160K -$4.21K -40 -3%
ST
307
Smithfield Trust
Pennsylvania
$156K +$156K +1,480 New
DZ Bank
308
DZ Bank
Germany
$143K
APA
309
American Portfolios Advisors
New York
$131K +$129K +1,226 +5,838%
Lazard Asset Management
310
Lazard Asset Management
New York
$129K -$5.51M -52,282 -98%
FAM
311
Fortaleza Asset Management
Illinois
$124K +$124K +1,175 New
CMBA
312
C.M. Bidwell & Associates
Hawaii
$123K -$10K -95 -8%
NIT
313
NumerixS Investment Technologies
British Columbia, Canada
$106K
HNB
314
Huntington National Bank
Ohio
$97K +$97K +916 New
PCM
315
Penserra Capital Management
California
$94K +$94K +896 New
CSS
316
Cubist Systematic Strategies
Connecticut
$89K -$1.71M -16,119 -95%
CAPTRUST Financial Advisors
317
CAPTRUST Financial Advisors
North Carolina
$89K -$3.89K -37 -4%
Fuller & Thaler Asset Management
318
Fuller & Thaler Asset Management
California
$63K
AssetMark Inc
319
AssetMark Inc
California
$59K -$8.79K -84 -13%
OFS
320
Orrstown Financial Services
Pennsylvania
$56K
IP
321
Isthmus Partners
Wisconsin
$53K
MYIA
322
Mount Yale Investment Advisors
Colorado
$51K -$37.6K -360 -42%
HFM
323
Harvest Fund Management
China
$43K +$43K +412 New
OIA
324
Optimum Investment Advisors
Illinois
$42K
CIBC Private Wealth Group
325
CIBC Private Wealth Group
Georgia
$38K -$18.6K -178 -33%