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Evercore

178 hedge funds and large institutions have $1.44B invested in Evercore in 2013 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 69 increasing their positions, 56 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 21

30% more capital invested

Capital invested by funds: $1.11B → $1.44B (+$335M)

23% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 56

15% more funds holding

Funds holding: 155178 (+23)

4.61% more ownership

Funds ownership: 89.1%93.71% (+4.6%)

1% more call options, than puts

Call options by funds: $4.32M | Put options by funds: $4.28M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
178
Holders Change
+23
Holders Change %
+14.84%
% of All Funds
5.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
46
Increased
69
Reduced
56
Closed
21
Calls
$4.32M
Puts
$4.28M
Net Calls
+$42K
Net Calls Change
+$294K
Name Holding Trade Value Shares
Change
Change in
Stake
NFA
76
Nationwide Fund Advisors
Ohio
$2.47M +$114K +2,484 +5%
California Public Employees Retirement System
77
California Public Employees Retirement System
California
$2.47M +$387K +8,400 +20%
Macquarie Group
78
Macquarie Group
Australia
$2.26M -$86.5K -1,880 -4%
LPL Financial
79
LPL Financial
California
$2.19M +$266K +5,777 +15%
PPA
80
Parametric Portfolio Associates
Washington
$2.14M +$348K +7,558 +21%
RFC
81
Russell Frank Company
Washington
$2.08M +$42.5K +923 +2%
AQR Capital Management
82
AQR Capital Management
Connecticut
$2.08M -$474K -10,300 -20%
STC
83
SEI Trust Company
Pennsylvania
$2.02M -$149K -3,244 -7%
RhumbLine Advisers
84
RhumbLine Advisers
Massachusetts
$1.96M +$247K +5,363 +16%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$1.84M -$110K -2,386 -6%
VOYA Investment Management
86
VOYA Investment Management
Georgia
$1.78M +$950K +20,656 +132%
SCM
87
Stevens Capital Management
Pennsylvania
$1.78M +$1.66M +36,075 New
Comerica Bank
88
Comerica Bank
Texas
$1.76M +$1.64M +35,708 New
NTCOC
89
Northern Trust Company of Connecticut
Connecticut
$1.73M -$1.4M -30,505 -46%
OSAM
90
O'Shaughnessy Asset Management
Connecticut
$1.73M +$6.63K +144 +0.4%
JP Morgan Chase
91
JP Morgan Chase
New York
$1.66M +$1.17M +25,439 +311%
TPSF
92
Texas Permanent School Fund
Texas
$1.64M +$1.53M +33,211 New
BLM
93
Bennett Lawrence Management
New York
$1.63M -$5.06M -110,000 -77%
Goldman Sachs
94
Goldman Sachs
New York
$1.53M -$23M -500,067 -94%
State of Tennessee, Department of Treasury
95
State of Tennessee, Department of Treasury
Tennessee
$1.53M +$1.43M +31,000 New
Barclays
96
Barclays
United Kingdom
$1.44M +$822K +17,862 +156%
EIM
97
Essex Investment Management
Massachusetts
$1.41M -$21.8K -473 -2%
SO
98
STRS Ohio
Ohio
$1.4M -$161K -3,500 -11%
DC
99
Deere & Company
Illinois
$1.39M +$1.3M +28,201 New
ASRS
100
Arizona State Retirement System
Arizona
$1.38M +$64.4K +1,400 +5%