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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
JA
351
JOYN Advisors
Georgia
$3K -$647 -6 -18%
HMS
352
Hanseatic Management Services
New Mexico
$2K
PMFA
353
Plante Moran Financial Advisors
Michigan
$2K
VFA
354
Valeo Financial Advisors
Indiana
$2K +$2.8K +26 New
TWA
355
TCI Wealth Advisors
Arizona
$1K -$970 -9 -64%
WF
356
WealthTrust Fairport
Ohio
$1K -$970 -9 -50%
AF
357
Allworth Financial
California
$1K
QCG
358
Quadrant Capital Group
Ohio
$1K
Carson Wealth (CWM LLC)
359
Carson Wealth (CWM LLC)
Nebraska
$1K +$539 +5 New
FGAM
360
Financial Gravity Asset Management
Texas
$1K +$539 +5 +56%
FRA
361
Front Row Advisors
California
$798 +$12.2K +113 +1%
PP
362
Paloma Partners
Connecticut
-$11.5M -109,299 Closed
MC
363
Maverick Capital
Texas
-$9.52M -90,290 Closed
Point72 Asset Management
364
Point72 Asset Management
Connecticut
-$5.94M -56,300 Closed
EGM
365
Engineers Gate Manager
New York
-$5.74M -54,408 Closed
TEE
366
Tibra Equities Europe
United Kingdom
-$4.65M -44,123 Closed
SC
367
Scholtz & Company
Connecticut
-$3.7M -35,082 Closed
Voloridge Investment Management
368
Voloridge Investment Management
Florida
-$3.18M -30,163 Closed
ZIM
369
Zacks Investment Management
Illinois
-$2.66M -25,235 Closed
QIM
370
Quantitative Investment Management
Virginia
-$2.49M -23,600 Closed
KA
371
Kaizen Advisory
Illinois
-$1.21M -11,492 Closed
Canada Pension Plan Investment Board
372
Canada Pension Plan Investment Board
Ontario, Canada
-$1.18M -11,200 Closed
PL
373
Polianta Ltd
Jersey
-$1.14M -10,800 Closed
DTL
374
Dynamic Technology Lab
Singapore
-$1.02M -9,646 Closed
CIP
375
Convergence Investment Partners
Florida
-$973K -9,230 Closed