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Evercore

209 hedge funds and large institutions have $1.74B invested in Evercore in 2014 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 82 increasing their positions, 68 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more call options, than puts

Call options by funds: $ | Put options by funds: $

5% less capital invested

Capital invested by funds: $1.83B → $1.74B (-$87.2M)

2.52% less ownership

Funds ownership: 93.72%91.2% (-2.5%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
209
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.95M
Puts
$2.86M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
51
$8.95M
52
$8.56M
53
$8.26M
54
$8M
55
$7.47M
56
$6.63M
57
$6.19M
58
$6.04M
59
$6.03M
60
$5.89M
61
$5.85M
62
$5.84M
63
$5.74M
64
$5.54M
65
$5.2M
66
$4.84M
67
$4.49M
68
$4.45M
69
$4.41M
70
$4.05M
71
$4.03M
72
$4M
73
$3.87M
74
$3.85M
75
$3.79M