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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
LCM
376
Laurion Capital Management
New York
-$907K -8,603 Closed
Simplex Trading
377
Simplex Trading
Illinois
-$838K -7,779 Closed
BDS
378
Banco de Sabadell
Florida
-$823K -7,776 Closed
Verition Fund Management
379
Verition Fund Management
Connecticut
-$799K -7,577 Closed
SCC
380
Spring Creek Capital
Kansas
-$667K -6,328 Closed
LCG
381
Lisanti Capital Growth
New York
-$658K -6,240 Closed
Balyasny Asset Management
382
Balyasny Asset Management
Illinois
-$649K -6,158 Closed
BCM
383
Brown Capital Management
Maryland
-$634K -6,011 Closed
GCA
384
Gideon Capital Advisors
New York
-$603K -5,718 Closed
CIM
385
CIM Investment Management
Pennsylvania
-$498K -4,718 Closed
Connor, Clark & Lunn Investment Management (CC&L)
386
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$464K -4,400 Closed
IG
387
ING Group
Netherlands
-$463K -4,388 Closed
Marshall Wace
388
Marshall Wace
United Kingdom
-$462K -4,382 Closed
SEC
389
Seven Eight Capital
New York
-$411K -3,900 Closed
VF
390
Virtu Financial
New York
-$375K -3,553 Closed
MC
391
Miles Capital
Iowa
-$330K -3,133 Closed
ECM
392
ETrade Capital Management
Virginia
-$326K -3,091 Closed
BOH
393
Bank of Hawaii
Hawaii
-$260K -2,470 Closed
ZCA
394
Zeke Capital Advisors
Pennsylvania
-$241K -2,289 Closed
William Blair & Company
395
William Blair & Company
Illinois
-$202K -1,917 Closed
PCM
396
Penserra Capital Management
California
-$94K -896 Closed
CSS
397
Cubist Systematic Strategies
Connecticut
-$89K -840 Closed
Fuller & Thaler Asset Management
398
Fuller & Thaler Asset Management
California
-$63K -600 Closed
CIBC Private Wealth Group
399
CIBC Private Wealth Group
Georgia
-$38K -363 Closed
GFP
400
Gryphon Financial Partners
Ohio
-$38K -359 Closed