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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
OAM
151
Oxford Asset Management
United Kingdom
$2.22M -$1.88M -17,460 -44%
TRSOTSOK
152
Teachers Retirement System of the State of Kentucky
Kentucky
$2.21M -$390K -3,622 -14%
SCM
153
Stevens Capital Management
Pennsylvania
$2.2M +$1.87M +17,383 +388%
GC
154
Globeflex Capital
California
$2.18M -$297K -2,752 -11%
AI
155
Axiom Investors
Connecticut
$2.17M -$2.76M -25,618 -54%
SRAM
156
Stone Ridge Asset Management
New York
$2.14M -$69.7K -647 -3%
MSA
157
Mason Street Advisors
Wisconsin
$2.12M +$15.9K +148 +0.7%
EP
158
Elkfork Partners
Oregon
$2.03M +$1.58M +14,688 +267%
AIM
159
Assured Investment Management
New York
$2M -$1.34M -12,445 -39%
US Bancorp
160
US Bancorp
Minnesota
$1.98M +$207K +1,917 +11%
LPL Financial
161
LPL Financial
California
$1.96M +$211K +1,955 +11%
PP
162
Pegasus Partners
Wisconsin
$1.9M +$2.03M +18,866 New
SAM
163
Sawgrass Asset Management
Florida
$1.86M -$1.05M -9,740 -35%
EIM
164
Essex Investment Management
Massachusetts
$1.78M +$80.4K +746 +4%
SCA
165
Snowden Capital Advisors
New York
$1.78M +$69.6K +646 +4%
Janney Montgomery Scott
166
Janney Montgomery Scott
Pennsylvania
$1.68M +$280K +2,602 +18%
AG
167
Aperio Group
California
$1.68M +$34.9K +324 +2%
GHCM
168
Glen Harbor Capital Management
California
$1.67M +$1.3M +12,096 +267%
Schroder Investment Management Group
169
Schroder Investment Management Group
United Kingdom
$1.66M +$249K +2,308 +16%
Citigroup
170
Citigroup
New York
$1.63M -$209K -1,941 -11%
OPERF
171
Oregon Public Employees Retirement Fund
Oregon
$1.61M +$1.18M +10,995 +217%
Treasurer of the State of North Carolina
172
Treasurer of the State of North Carolina
North Carolina
$1.58M +$717K +6,654 +73%
HI
173
HBK Investments
Texas
$1.55M +$1.66M +15,400 New
SOMRS
174
State of Michigan Retirement System
Michigan
$1.52M +$10.8K +100 +0.7%
HA
175
Harbor Advisors
Florida
$1.51M