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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 %
Janney Montgomery Scott
151
Janney Montgomery Scott
Pennsylvania
$411K -$3.62K -70 -0.9%
HCA
152
Harbour Capital Advisors
Virginia
$404K +$404K +7,825 New
Citigroup
153
Citigroup
New York
$394K -$1.01M -19,454 -72%
KJHP
154
K.J. Harrison & Partners
Ontario, Canada
$387K
ProShare Advisors
155
ProShare Advisors
Maryland
$381K -$33.4K -647 -8%
Balyasny Asset Management
156
Balyasny Asset Management
Illinois
$363K +$363K +7,020 New
MERSOM
157
Municipal Employees' Retirement System of Michigan
Michigan
$351K -$108K -2,100 -24%
PAM
158
Princeton Alpha Management
New Jersey
$347K -$65.9K -1,276 -16%
LNWWM
159
Laird Norton Wetherby Wealth Management
California
$336K
Bank of Montreal
160
Bank of Montreal
Ontario, Canada
$333K -$45.2K -877 -12%
Nomura Holdings
161
Nomura Holdings
Japan
$311K +$279K +5,392 +870%
DAM
162
Deltec Asset Management
New York
$307K +$307K +5,936 New
GFG
163
Gray Financial Group
Georgia
$305K +$305K +5,907 New
Legal & General Group
164
Legal & General Group
United Kingdom
$299K +$55.2K +1,065 +23%
NIT
165
NumerixS Investment Technologies
British Columbia, Canada
$280K -$92.9K -1,800 -25%
Los Angeles Capital Management
166
Los Angeles Capital Management
California
$264K
AG
167
Aperio Group
California
$263K +$263K +5,093 New
PG
168
PEAK6 Group
Illinois
$254K +$254K +4,911 New
CWM
169
Calamos Wealth Management
Illinois
$254K +$254K +4,926 New
MSA
170
Mason Street Advisors
Wisconsin
$253K -$2.83M -54,814 -92%
VKH
171
Virtu KCG Holdings
New York
$245K +$245K +4,736 New
GT
172
Glenmede Trust
Pennsylvania
$198K -$191K -3,712 -49%
AAM
173
Advisors Asset Management
Colorado
$194K -$26.1K -506 -12%
MPWT
174
MassMutual Private Wealth & Trust
Connecticut
$167K +$167K +3,231 New
Bank of America
175
Bank of America
North Carolina
$161K -$3.4M -65,799 -95%