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Evercore

203 hedge funds and large institutions have $1.72B invested in Evercore in 2015 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 89 increasing their positions, 63 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+8
Holders Change %
+4.1%
% of All Funds
5.41%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
31
Increased
89
Reduced
63
Closed
20
Calls
$1.12M
Puts
$868K
Net Calls
+$252K
Net Calls Change
+$364K
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
126
Evercore Wealth Management
New York
$803K
SEI Investments
127
SEI Investments
Pennsylvania
$798K +$174K +3,376 +28%
CIA
128
Capital Impact Advisors
Massachusetts
$794K -$627K -12,140 -44%
AC
129
Alexandria Capital
Virginia
$764K
WA
130
Whitebox Advisors
Minnesota
$731K -$32K -619 -4%
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$641K -$398K -7,714 -38%
DTL
132
Dynamic Technology Lab
Singapore
$625K +$625K +12,097 New
BA
133
Boston Advisors
Massachusetts
$624K -$86.5K -1,675 -12%
Tudor Investment Corp
134
Tudor Investment Corp
Connecticut
$614K -$67.4K -1,305 -10%
SW
135
SVB Wealth
Massachusetts
$587K +$587K +11,355 New
CSS
136
Cubist Systematic Strategies
Connecticut
$575K +$207K +4,014 +56%
PCM
137
Piermont Capital Management
Missouri
$571K +$193K +3,730 +51%
AA
138
ALPS Advisors
Colorado
$523K -$18K -349 -3%
OA
139
OFI Advisors
Pennsylvania
$519K +$104K +2,016 +25%
FM
140
Forward Management
California
$517K
GCP
141
GSA Capital Partners
United Kingdom
$503K +$503K +9,734 New
PI
142
PineBridge Investments
New York
$488K +$65.8K +1,273 +16%
US Bancorp
143
US Bancorp
Minnesota
$477K +$135K +2,620 +40%
FA
144
FDx Advisors
Illinois
$476K +$67K +1,295 +16%
Fifth Third Bancorp
145
Fifth Third Bancorp
Ohio
$474K +$438K +8,481 +1,212%
AL
146
Airain Ltd
Guernsey
$469K +$469K +9,076 New
PA
147
Profund Advisors
Maryland
$465K +$153K +2,958 +49%
ONB
148
Old National Bancorp
Indiana
$463K +$63.4K +1,228 +16%
ASN
149
Advisory Services Network
Georgia
$426K +$426K +8,596 New
WBC
150
Westpac Banking Corp
Australia
$414K +$84.6K +1,251 +26%