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Evercore

333 hedge funds and large institutions have $2.6B invested in Evercore in 2018 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 92 increasing their positions, 158 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

35% less capital invested

Capital invested by funds: $3.97B → $2.6B (-$1.38B)

42% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 158

65% less call options, than puts

Call options by funds: $2.44M | Put options by funds: $6.91M

Holders
333
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.44M
Puts
$6.91M
Net Calls
Net Calls Change

Top Buyers

1 +$41.5M
2 +$33.7M
3 +$28.2M
4
BlackRock
BlackRock
New York
+$21.6M
5
JIM
Jupiter Investment Management
United Kingdom
+$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
151
$1.25M
152
$1.24M
153
$1.22M
154
$1.2M
155
$1.16M
156
$1.15M
157
$1.14M
158
$1.09M
159
$1.07M
160
$1.04M
161
$1.03M
162
$1.02M
163
$979K
164
$978K
165
$923K
166
$918K
167
$911K
168
$897K
169
$864K
170
$862K
171
$856K
172
$853K
173
$846K
174
$842K
175
$823K