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Evercore

200 hedge funds and large institutions have $1.83B invested in Evercore in 2013 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 83 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+22
Holders Change %
+12.36%
% of All Funds
5.81%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.15%
New
40
Increased
83
Reduced
63
Closed
18
Calls
$7.84M
Puts
$5.1M
Net Calls
+$2.74M
Net Calls Change
+$2.7M
Name Holding Trade Value Shares
Change
Shares
Change %
WFM
176
Wilmington Funds Management
Delaware
$206K +$206K +3,443 New
IH
177
IFC Holdings
Florida
$204K +$204K +3,344 New
DADC
178
D.A. Davidson & Co
Montana
$131K -$16.9K -283 -11%
FMT
179
First Mercantile Trust
Tennessee
$74K +$1.19K +20 +2%
Teacher Retirement System of Texas
180
Teacher Retirement System of Texas
Texas
$63K -$153K -2,552 -71%
Canada Life
181
Canada Life
Manitoba, Canada
$62K +$62K +1,036 New
OIA
182
Optimum Investment Advisors
Illinois
$60K
BlackRock
183
BlackRock
New York
$59K -$1.85K -31 -3%
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$41K +$9.58K +160 +30%
Creative Planning
185
Creative Planning
Kansas
$30K -$132K -2,200 -81%
BPBT
186
Boston Private Bank & Trust
Massachusetts
$27K +$1.22K +20 +5%
FNBT
187
FineMark National Bank & Trust
Florida
$26K
LTFS
188
Ladenburg Thalmann Financial Services
Florida
$25K
BNP Paribas Financial Markets
189
BNP Paribas Financial Markets
France
$24.5K -$499K -8,349 -95%
CCM
190
Credo Capital Management
Maryland
$21K
FHA
191
First Horizon Advisors
Tennessee
$16K
WEC
192
Winslow Evans & Crocker
Massachusetts
$8K +$8K +134 New
Manulife (Manufacturers Life Insurance)
193
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.81K -$1.41K -23,621 -15%
Bessemer Group
194
Bessemer Group
New Jersey
$4K +$4K +72 New
DIA
195
Denver Investment Advisors
Colorado
$2.2K +$2.2K +36,825 New
LWA
196
Lenox Wealth Advisors
New York
$2K -$1.47K -25 -42%
Envestnet Asset Management
197
Envestnet Asset Management
Illinois
$2K +$2K +33 New
KCPG
198
Kavar Capital Partners Group
Kansas
$2K +$2K +34 New
EWM
199
Elite Wealth Management
Washington
$1K +$1K +19 New
MFS
200
MSI Financial Services
Massachusetts
$1K +$1K +21 New