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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 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
-28
Holders Change %
-7.76%
% of All Funds
7.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
53
Increased
92
Reduced
158
Closed
80
Calls
$2.44M
Puts
$6.91M
Net Calls
-$4.47M
Net Calls Change
+$4.21M
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
76
CCM Investment Advisers
South Carolina
$6.27M -$557K -7,778 -8%
PC
77
Pier Capital
Connecticut
$6.11M +$3.28M +45,777 +116%
AIG
78
American International Group
New York
$5.92M -$54K -755 -0.9%
Mackenzie Financial
79
Mackenzie Financial
Ontario, Canada
$5.75M -$780K -10,901 -12%
MAM
80
Martingale Asset Management
Massachusetts
$5.56M -$3.76M -52,509 -40%
Lord, Abbett & Co
81
Lord, Abbett & Co
New Jersey
$5.54M -$20.3M -283,863 -79%
Swiss National Bank
82
Swiss National Bank
Switzerland
$5.18M +$42.9K +600 +0.8%
D.E. Shaw & Co
83
D.E. Shaw & Co
New York
$4.94M +$505K +7,055 +11%
Envestnet Asset Management
84
Envestnet Asset Management
Illinois
$4.9M +$4.2M +58,692 +599%
JPMPWA
85
J.P. Morgan Private Wealth Advisors
California
$4.7M -$1.1M -15,420 -19%
ZIM
86
Zacks Investment Management
Illinois
$4.67M +$4.67M +65,292 New
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$4.53M +$102K +1,426 +2%
SI
88
Scout Investments
Missouri
$4.45M -$12M -167,066 -73%
QI
89
QS Investors
New York
$4.38M -$1.01M -14,051 -19%
CS
90
Credit Suisse
Switzerland
$4.2M -$146K -2,042 -3%
GC
91
Guggenheim Capital
Illinois
$4.13M -$1.67M -23,389 -29%
EGM
92
Engineers Gate Manager
New York
$4.11M +$4.11M +57,437 New
UBS AM
93
UBS AM
Illinois
$4.09M -$555K -7,758 -12%
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$4.05M -$3.44M -48,036 -46%
Lazard Asset Management
95
Lazard Asset Management
New York
$4.04M +$53.4K +747 +1%
Morgan Stanley
96
Morgan Stanley
New York
$4.02M -$12M -167,207 -75%
BA
97
Boston Advisors
Massachusetts
$3.9M -$2.44M -34,128 -39%
Fisher Asset Management
98
Fisher Asset Management
Washington
$3.79M -$51.7K -722 -1%
Nordea Investment Management
99
Nordea Investment Management
Sweden
$3.79M +$874K +12,216 +30%
Legal & General Group
100
Legal & General Group
United Kingdom
$3.64M +$203K +2,833 +6%