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Evercore

333 hedge funds and large institutions have $2.6B invested in Evercore in 2018 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 92 increasing their positions, 158 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

35% less capital invested

Capital invested by funds: $3.97B → $2.6B (-$1.38B)

42% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 158

65% less call options, than puts

Call options by funds: $2.44M | Put options by funds: $6.91M

Holders
333
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.44M
Puts
$6.91M
Net Calls
Net Calls Change

Top Buyers

1 +$41.5M
2 +$33.7M
3 +$28.2M
4
BlackRock
BlackRock
New York
+$21.6M
5
JIM
Jupiter Investment Management
United Kingdom
+$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
51
$11.1M
52
$9.91M
53
$9.6M
54
$9.43M
55
$9.14M
56
$8.56M
57
$8.51M
58
$8.25M
59
$8.05M
60
$7.97M
61
$7.91M
62
$7.59M
63
$7.36M
64
$7.33M
65
$7.21M
66
$7.17M
67
$7.08M
68
$7.05M
69
$6.9M
70
$6.88M
71
$6.83M
72
$6.73M
73
$6.69M
74
$6.64M
75
$6.63M