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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
AII
76
AGF Investments Inc
Ontario, Canada
$10.1M +$1.62M +15,000 +18%
BNP Paribas Asset Management
77
BNP Paribas Asset Management
France
$9.7M +$62.1K +576 +0.6%
CIA
78
CCM Investment Advisers
South Carolina
$9.59M -$650K -6,030 -6%
PI
79
Putnam Investments
Massachusetts
$9.59M +$4.49M +41,626 +77%
Citadel Advisors
80
Citadel Advisors
Florida
$9.56M -$224K -2,076 -2%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$9.4M +$2.31M +21,462 +30%
Mackenzie Financial
82
Mackenzie Financial
Ontario, Canada
$9.17M -$579K -5,372 -6%
BA
83
Boston Advisors
Massachusetts
$8.9M +$2.66M +24,708 +39%
Janus Henderson Group
84
Janus Henderson Group
United Kingdom
$8.86M +$9.29M +86,166 +4,343%
AIM
85
Artemis Investment Management
United Kingdom
$8.59M +$9.21M +85,441 New
RhumbLine Advisers
86
RhumbLine Advisers
Massachusetts
$8.44M -$259K -2,405 -3%
BIM
87
Bogle Investment Management
Massachusetts
$8.43M -$5.82M -54,019 -39%
AIG
88
American International Group
New York
$8.39M +$141K +1,309 +2%
KCM
89
Kennedy Capital Management
Missouri
$8.25M +$235K +2,178 +3%
GC
90
Guggenheim Capital
Illinois
$8.15M +$797K +7,396 +10%
JMPWA
91
JP Morgan Private Wealth Advisors
California
$8.15M +$5.36M +49,745 +159%
QI
92
QS Investors
New York
$7.57M -$25.5K -237 -0.3%
Swiss National Bank
93
Swiss National Bank
Switzerland
$7.22M
Capital Fund Management (CFM)
94
Capital Fund Management (CFM)
France
$7.22M +$6.21M +57,600 +406%
Ohio Public Employees Retirement System (OPERS)
95
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.7M +$1.78M +16,509 +33%
UBS AM
96
UBS AM
Illinois
$6.53M +$582K +5,404 +9%
AAMU
97
AEGON Asset Management (UK)
United Kingdom
$6.26M -$1.81M -16,784 -21%
D.E. Shaw & Co
98
D.E. Shaw & Co
New York
$6.23M -$9.37M -86,987 -58%
California State Teachers Retirement System (CalSTRS)
99
California State Teachers Retirement System (CalSTRS)
California
$6.22M -$2.26K -21 -0%
CS
100
Credit Suisse
Switzerland
$6.11M +$351K +3,259 +6%