We are live on ! Find out more
EVR icon

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
DZ Bank
301
DZ Bank
Germany
$136K
KF
302
Krilogy Financial
Missouri
$135K +$144K +1,340 New
ST
303
Smithfield Trust
Pennsylvania
$134K -$16.2K -150 -10%
CMBA
304
C.M. Bidwell & Associates
Hawaii
$106K -$12.4K -115 -10%
HNB
305
Huntington National Bank
Ohio
$90K -$2.26K -21 -2%
PNC Financial Services Group
306
PNC Financial Services Group
Pennsylvania
$82K -$289K -2,684 -76%
CAPTRUST Financial Advisors
307
CAPTRUST Financial Advisors
North Carolina
$69K -$17.5K -162 -19%
Parallax Volatility Advisers
308
Parallax Volatility Advisers
California
$59K +$59.1K +548 +1,612%
AssetMark Inc
309
AssetMark Inc
California
$58K +$1.83K +17 +3%
HIM
310
Hillsdale Investment Management
Ontario, Canada
$57K -$1.91M -17,730 -97%
RCAG
311
Rehmann Capital Advisory Group
Michigan
$52.9K +$29.3K +272 +107%
IP
312
Isthmus Partners
Wisconsin
$50K
Fidelity Investments
313
Fidelity Investments
Massachusetts
$46K +$48.8K +453 New
SWP
314
Stratos Wealth Partners
Ohio
$43K +$46.6K +432 New
HFM
315
Harvest Fund Management
China
$41K
OIA
316
Optimum Investment Advisors
Illinois
$40K
CFGS
317
Concourse Financial Group Securities
Alabama
$40K +$43.3K +402 New
MYIA
318
Mount Yale Investment Advisors
Colorado
$38K -$4.96K -46 -9%
TNBTD
319
Trustmark National Bank Trust Department
Mississippi
$38K +$40.2K +373 New
AIS
320
AlphaOne Investment Services
Pennsylvania
$35K
NIT
321
NumerixS Investment Technologies
British Columbia, Canada
$30K -$75.4K -700 -70%
AW
322
Alpha Windward
Massachusetts
$30K
CAW
323
Cornerstone Advisors (Washington)
Washington
$27K
Bessemer Group
324
Bessemer Group
New Jersey
$26K -$158K -1,467 -85%
AIL
325
AGF Investments LLC
Ontario, Canada
$25K -$9.27K -86 -26%