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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
101
$3.25M
102
$3.16M
103
$3.04M
104
$2.98M
105
$2.89M
106
$2.77M
107
$2.71M
108
$2.63M
109
$2.61M
110
$2.58M
111
$2.57M
112
$2.54M
113
$2.5M
114
$2.49M
115
$2.46M
116
$2.43M
117
$2.4M
118
$2.3M
119
$2.25M
120
$2.23M
121
$2.23M
122
$2.2M
123
$2.13M
124
$2.13M
125
$2.13M