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Evercore

196 hedge funds and large institutions have $1.79B invested in Evercore in 2015 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 85 increasing their positions, 65 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
-7
Holders Change %
-3.45%
% of All Funds
5.29%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
24
Increased
85
Reduced
65
Closed
30
Calls
$6.67M
Puts
$2.36M
Net Calls
+$4.31M
Net Calls Change
+$4.05M
Name Holding Trade Value Shares
Change
Shares
Change %
BA
126
Boston Advisors
Massachusetts
$595K -$56.6K -1,049 -9%
OA
127
OFI Advisors
Pennsylvania
$581K +$39.5K +732 +7%
CAM
128
Capstone Asset Management
Texas
$580K -$327K -6,060 -36%
AA
129
ALPS Advisors
Colorado
$555K +$8.64K +160 +2%
Citigroup
130
Citigroup
New York
$555K +$143K +2,646 +35%
PP
131
PDT Partners
New York
$552K -$1.56M -28,873 -74%
SFP
132
Santa Fe Partners
New Mexico
$533K -$570K -10,550 -52%
ONB
133
Old National Bancorp
Indiana
$516K +$31.6K +585 +7%
Fifth Third Bancorp
134
Fifth Third Bancorp
Ohio
$513K +$17.4K +323 +4%
US Bancorp
135
US Bancorp
Minnesota
$507K +$8.85K +164 +2%
Janney Montgomery Scott
136
Janney Montgomery Scott
Pennsylvania
$422K -$7.02K -130 -2%
T. Rowe Price Associates
137
T. Rowe Price Associates
Maryland
$421K -$2.31M -42,777 -85%
KJHP
138
K.J. Harrison & Partners
Ontario, Canada
$405K
Jennison Associates
139
Jennison Associates
New York
$400K -$447K -8,295 -53%
NCCM
140
Nine Chapters Capital Management
New Jersey
$399K -$2.94M -54,600 -88%
PA
141
Profund Advisors
Maryland
$393K -$92.5K -1,715 -19%
MERSOM
142
Municipal Employees' Retirement System of Michigan
Michigan
$379K +$12.4K +230 +3%
HCS
143
Harvest Capital Strategies
California
$364K +$364K +6,750 New
LNWWM
144
Laird Norton Wetherby Wealth Management
California
$351K
Legal & General Group
145
Legal & General Group
United Kingdom
$331K +$20.7K +384 +7%
PAM
146
Princeton Alpha Management
New Jersey
$325K -$37.7K -698 -10%
DAM
147
Deltec Asset Management
New York
$320K
GFG
148
Gray Financial Group
Georgia
$319K
PP
149
Paloma Partners
Connecticut
$313K +$313K +5,805 New
AG
150
Aperio Group
California
$294K +$19.3K +357 +7%