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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
JCM
51
Junto Capital Management
New York
$18.6M +$20M +185,307 New
TCIM
52
TIAA CREF Investment Management
New York
$18.6M -$2.4M -22,243 -11%
BG
53
Bahl & Gaynor
Ohio
$18.6M -$354K -3,283 -2%
First Trust Advisors
54
First Trust Advisors
Illinois
$18.1M +$13.8M +128,323 +248%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$17.5M +$669K +6,207 +4%
FWIA
56
Fort Washington Investment Advisors
Ohio
$17.4M +$1.7M +15,814 +10%
PPA
57
Parametric Portfolio Associates
Washington
$17M +$4.53M +42,049 +33%
Deutsche Bank
58
Deutsche Bank
Germany
$15.9M -$24.1M -223,985 -59%
State of Wisconsin Investment Board
59
State of Wisconsin Investment Board
Wisconsin
$15.5M -$2.95M -27,370 -15%
Man Group
60
Man Group
United Kingdom
$15.5M -$1.23M -11,443 -7%
CTA
61
Carillon Tower Advisers
Florida
$15.4M +$741K +6,875 +5%
Russell Investments Group
62
Russell Investments Group
United Kingdom
$15.3M -$3.61M -33,470 -18%
Retirement Systems of Alabama
63
Retirement Systems of Alabama
Alabama
$14.3M +$20.9K +194 +0.1%
MAM
64
Martingale Asset Management
Massachusetts
$13.1M +$10.2M +94,742 +267%
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.8M +$363K +3,371 +3%
Two Sigma Advisers
66
Two Sigma Advisers
New York
$12.5M -$1.35M -12,503 -9%
Jacobs Levy Equity Management
67
Jacobs Levy Equity Management
New Jersey
$12.2M +$579K +5,375 +5%
MCM
68
McKinley Capital Management
Alaska
$12.2M -$8.4K -78 -0.1%
EAM
69
Eagle Asset Management
Florida
$11.6M +$1.93M +17,899 +18%
BGIM
70
Brandywine Global Investment Management
Pennsylvania
$11.3M +$2.21M +20,530 +22%
FQ
71
First Quadrant
California
$10.9M +$6.22M +57,707 +113%
Los Angeles Capital Management
72
Los Angeles Capital Management
California
$10.6M +$3.53M +32,774 +45%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$10.5M -$5.35M -49,601 -32%
HAM
74
Hillcrest Asset Management
Texas
$10.3M -$270K -2,510 -2%
California Public Employees Retirement System
75
California Public Employees Retirement System
California
$10.1M +$1.48M +13,712 +16%