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Evercore

363 hedge funds and large institutions have $3.98B invested in Evercore in 2018 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 126 increasing their positions, 143 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 43

0.66% less ownership

Funds ownership: 97.43%96.77% (-0.66%)

1% less funds holding

Funds holding: 366363 (-3)

5% less capital invested

Capital invested by funds: $4.18B → $3.98B (-$202M)

12% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 143

60% less call options, than puts

Call options by funds: $5.88M | Put options by funds: $14.6M

80% less funds holding in top 10

Funds holding in top 10: 51 (-4)

Holders
363
Holders Change
-3
Holders Change %
-0.82%
% of All Funds
8.3%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.02%
New
43
Increased
126
Reduced
143
Closed
43
Calls
$5.88M
Puts
$14.6M
Net Calls
-$8.68M
Net Calls Change
+$2.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
126
Comerica Bank
Texas
$3.38M +$847K +7,857 +25%
NAP
127
New Amsterdam Partners
New York
$3.38M -$96.8K -898 -3%
Barclays
128
Barclays
United Kingdom
$3.38M -$7.98M -74,008 -69%
SGAM
129
Smith Group Asset Management
Texas
$3.32M +$142K +1,320 +4%
State of Tennessee, Department of Treasury
130
State of Tennessee, Department of Treasury
Tennessee
$3.26M +$3.5M +32,434 New
SG Americas Securities
131
SG Americas Securities
New York
$3.24M +$1.76M +16,298 +102%
Canada Life
132
Canada Life
Manitoba, Canada
$3.13M +$218K +2,025 +7%
JIR
133
James Investment Research
Ohio
$3.1M +$419K +3,892 +14%
UAS
134
United Asset Strategies
New York
$3.06M +$129K +1,195 +4%
MP
135
Munro Partners
Australia
$3.04M +$3.25M +30,200 New
MAM
136
Morse Asset Management
Connecticut
$3.02M
Truist Financial
137
Truist Financial
North Carolina
$2.99M -$133K -1,236 -4%
ASRS
138
Arizona State Retirement System
Arizona
$2.92M +$87K +807 +3%
BCM
139
BlueCrest Capital Management
Jersey
$2.92M -$1.79M -16,655 -36%
CAM
140
Covenant Asset Management
New Jersey
$2.77M -$36.6K -340 -1%
HW
141
Hancock Whitney
Mississippi
$2.69M +$2.88M +26,758 New
IA
142
IndexIQ Advisors
New York
$2.62M +$106K +986 +4%
TPSF
143
Texas Permanent School Fund
Texas
$2.59M -$55.3K -513 -2%
PGCM
144
Prescott Group Capital Management
Oklahoma
$2.53M
MIM
145
MetLife Investment Management
New Jersey
$2.52M -$56.3K -522 -2%
SP
146
Sarasin & Partners
United Kingdom
$2.51M
OAC
147
OMERS Administration Corp
Ontario, Canada
$2.44M +$2.62M +24,300 New
WAM
148
Wolverine Asset Management
Illinois
$2.33M +$731K +6,783 +41%
DDPIC
149
Deroy & Devereaux Private Investment Counsel
Michigan
$2.23M -$19.4K -180 -0.8%
HA
150
Halsey Associates
Connecticut
$2.22M +$9.81K +91 +0.4%