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Evercore

361 hedge funds and large institutions have $3.97B invested in Evercore in 2018 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 126 increasing their positions, 142 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
-4
Holders Change %
-1.1%
% of All Funds
8.27%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.02%
New
42
Increased
126
Reduced
142
Closed
43
Calls
$5.88M
Puts
$14.6M
Net Calls
-$8.68M
Net Calls Change
+$2.25M
Name Holding Trade Value Shares
Change
Shares
Change %
ST
301
Smithfield Trust
Pennsylvania
$134K -$15.1K -150 -10%
CMBA
302
C.M. Bidwell & Associates
Hawaii
$106K -$11.6K -115 -10%
HNB
303
Huntington National Bank
Ohio
$90K -$2.11K -21 -2%
PNC Financial Services Group
304
PNC Financial Services Group
Pennsylvania
$82K -$265K -2,684 -76%
CAPTRUST Financial Advisors
305
CAPTRUST Financial Advisors
North Carolina
$69K -$16.3K -162 -19%
Parallax Volatility Advisers
306
Parallax Volatility Advisers
California
$59K +$55.6K +548 +1,612%
AssetMark Inc
307
AssetMark Inc
California
$58K +$1.7K +17 +3%
HIM
308
Hillsdale Investment Management
Ontario, Canada
$57K -$1.77M -17,730 -97%
RCAG
309
Rehmann Capital Advisory Group
Michigan
$52.9K +$27.3K +272 +107%
IP
310
Isthmus Partners
Wisconsin
$50K
Fidelity Investments
311
Fidelity Investments
Massachusetts
$46K +$46K +453 New
SWP
312
Stratos Wealth Partners
Ohio
$43K +$43K +432 New
HFM
313
Harvest Fund Management
China
$41K
OIA
314
Optimum Investment Advisors
Illinois
$40K
CFGS
315
Concourse Financial Group Securities
Alabama
$40K +$40K +402 New
MYIA
316
Mount Yale Investment Advisors
Colorado
$38K -$3.96K -46 -9%
TNBTD
317
Trustmark National Bank Trust Department
Mississippi
$38K +$38K +373 New
AIS
318
AlphaOne Investment Services
Pennsylvania
$35K
NIT
319
NumerixS Investment Technologies
British Columbia, Canada
$30K -$70K -700 -70%
AW
320
Alpha Windward
Massachusetts
$30K
CAW
321
Cornerstone Advisors (Washington)
Washington
$27K
Bessemer Group
322
Bessemer Group
New Jersey
$26K -$143K -1,467 -85%
AIL
323
AGF Investments LLC
Ontario, Canada
$25K -$8.6K -86 -26%
OFS
324
Orrstown Financial Services
Pennsylvania
$24K -$30.3K -298 -56%
Loomis, Sayles & Company
325
Loomis, Sayles & Company
Massachusetts
$23K +$23K +227 New