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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
OFS
326
Orrstown Financial Services
Pennsylvania
$24K -$32.1K -298 -56%
Loomis, Sayles & Company
327
Loomis, Sayles & Company
Massachusetts
$23K +$24.5K +227 New
Northwestern Mutual Wealth Management
328
Northwestern Mutual Wealth Management
Wisconsin
$22K +$754 +7 +3%
FHA
329
First Horizon Advisors
Tennessee
$21K
JCM
330
Jacobi Capital Management
Pennsylvania
$20K -$13.8K -128 -39%
CCMW
331
Cypress Capital Management (Wyoming)
Wyoming
$20K
PCP
332
Proficio Capital Partners
Massachusetts
$18K
TIM
333
Tortoise Investment Management
New York
$17K
SWA
334
Sutton Wealth Advisors
Florida
$11.5K
S
335
SignatureFD
Georgia
$10K
FMP
336
Financial Management Professionals
Texas
$10K +$10.7K +99 New
GP
337
Girard Partners
Pennsylvania
$10K +$10.8K +100 New
PFGIA
338
Patriot Financial Group Insurance Agency
Massachusetts
$10K +$10.8K +100 New
WAM
339
Wealthspire Advisors (Maryland)
Maryland
$9K -$539 -5 -5%
AC
340
Avestar Capital
New York
$8K
PCM
341
Prelude Capital Management
New York
$8K +$8.19K +76 New
TCM
342
Tradewinds Capital Management
Washington
$6K
MCM
343
MV Capital Management
Maryland
$5K
SWM
344
SeaCrest Wealth Management
New York
$5K
AF
345
Advisornet Financial
Minnesota
$4K
ASN
346
Advisory Services Network
Georgia
$4K
FPFS
347
First Personal Financial Services
North Carolina
$4K
FHA
348
Flagship Harbor Advisors
Massachusetts
$4K
PCG
349
Private Capital Group
Connecticut
$4K
WSTAM
350
Wilbanks Smith & Thomas Asset Management
Virginia
$4K +$3.77K +35 New