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Evercore

283 hedge funds and large institutions have $3.03B invested in Evercore in 2017 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 100 increasing their positions, 106 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
+15
Holders Change %
+5.6%
% of All Funds
7.06%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
53
Increased
100
Reduced
106
Closed
29
Calls
$4.64M
Puts
$3.32M
Net Calls
+$1.32M
Net Calls Change
+$499K
Name Holding Trade Value Shares
Change
Shares
Change %
MSA
176
Mason Street Advisors
Wisconsin
$714K +$51.4K +660 +8%
CAM
177
Capstone Asset Management
Texas
$707K -$109K -1,400 -13%
AG
178
Aperio Group
California
$699K +$80.6K +1,035 +13%
CIC
179
Cornercap Investment Counsel
Georgia
$686K -$246K -3,165 -26%
Janney Montgomery Scott
180
Janney Montgomery Scott
Pennsylvania
$678K -$31.1K -400 -4%
DZ Bank
181
DZ Bank
Germany
$647K
Boston Partners
182
Boston Partners
Massachusetts
$647K +$647K +8,300 New
IA
183
IFP Advisors
Florida
$608K +$584K +7,501 +2,467%
TI
184
Turner Investments
Pennsylvania
$565K -$1.11M -14,250 -66%
SIA
185
Sit Investment Associates
Minnesota
$565K +$448K +5,750 +383%
Envestnet Asset Management
186
Envestnet Asset Management
Illinois
$554K +$38K +489 +7%
FCBT
187
First Citizens Bank & Trust
North Carolina
$524K +$524K +6,730 New
US Bancorp
188
US Bancorp
Minnesota
$522K +$17.2K +220 +3%
PA
189
Profund Advisors
Maryland
$514K -$58.1K -745 -10%
ONB
190
Old National Bancorp
Indiana
$513K -$16.1K -207 -3%
RQS
191
Ramsey Quantitative Systems
Kentucky
$509K +$177K +3,934 +53%
RFCA
192
R&F Capital Advisors
New York
$488K -$53.3K -684 -10%
LCP
193
Lombardia Capital Partners
California
$475K -$10.7M -137,273 -96%
DAM
194
Deltec Asset Management
New York
$449K
OAM
195
Oppenheimer Asset Management
New York
$437K +$437K +5,611 New
SI
196
SII Investments
Wisconsin
$436K +$436K +5,522 New
FM
197
Forward Management
California
$430K +$18.1K +232 +4%
NIT
198
NumerixS Investment Technologies
British Columbia, Canada
$428K
ProShare Advisors
199
ProShare Advisors
Maryland
$421K -$135K -1,732 -24%
SEI Investments
200
SEI Investments
Pennsylvania
$414K +$34.4K +441 +9%