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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
TRSOTSOK
126
Teachers Retirement System of the State of Kentucky
Kentucky
$679K +$635K +13,800 New
AIS
127
AlphaOne Investment Services
Pennsylvania
$652K
MCM
128
Munder Capital Management
Michigan
$637K -$34.5K -750 -5%
Thrivent Financial for Lutherans
129
Thrivent Financial for Lutherans
Minnesota
$556K +$520K +11,300 New
SSWM
130
Sheets Smith Wealth Management
North Carolina
$541K +$505K +10,980 New
MAM
131
Mastrapasqua Asset Management
Tennessee
$540K +$66.3K +1,440 +15%
US Bancorp
132
US Bancorp
Minnesota
$519K +$52.4K +1,139 +12%
BIM
133
Bogle Investment Management
Massachusetts
$517K -$1.51M -32,900 -76%
PAM
134
Paradigm Asset Management
New York
$514K -$311K -6,750 -39%
FM
135
Forward Management
California
$492K +$230K +5,000 +100%
TC
136
TFS Capital
Pennsylvania
$443K +$106K +2,295 +34%
BNP Paribas Financial Markets
137
BNP Paribas Financial Markets
France
$431K -$111K -2,423 -22%
RFC
138
Regions Financial Corp
Alabama
$423K -$181K -3,924 -31%
ONB
139
Old National Bancorp
Indiana
$377K +$36.3K +788 +11%
Nomura Holdings
140
Nomura Holdings
Japan
$372K +$349K +7,583 New
IPC
141
Independent Portfolio Consultants
Florida
$365K +$11K +240 +3%
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$358K +$287K +6,235 +611%
BHA
143
Beech Hill Advisors
New York
$357K +$334K +7,250 New
Citigroup
144
Citigroup
New York
$338K -$119K -2,580 -27%
NCCM
145
Nine Chapters Capital Management
New Jersey
$325K +$304K +6,600 New
Janney Montgomery Scott
146
Janney Montgomery Scott
Pennsylvania
$324K +$303K +6,575 New
JMH
147
J.M. Hartwell
New York
$304K +$284K +6,175 New
Wellington Management Group
148
Wellington Management Group
Massachusetts
$281K +$262K +5,700 New
SG Americas Securities
149
SG Americas Securities
New York
$279K +$46.2K +1,005 +22%
PI
150
Placemark Investments
Illinois
$262K +$245K +5,328 New