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Evercore

294 hedge funds and large institutions have $2.72B invested in Evercore in 2017 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 125 increasing their positions, 98 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+11
Holders Change %
+3.89%
% of All Funds
7.34%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
48
Increased
125
Reduced
98
Closed
35
Calls
$5.42M
Puts
$1.58M
Net Calls
+$3.84M
Net Calls Change
+$2.53M
Name Holding Trade Value Shares
Change
Shares
Change %
HJMC
176
Hellman Jordan Management Company
Massachusetts
$748K +$748K +10,622 New
MSA
177
Mason Street Advisors
Wisconsin
$713K +$67.2K +954 +10%
OAM
178
Oppenheimer Asset Management
New York
$680K +$284K +4,034 +72%
EF
179
Empowered Funds
Pennsylvania
$678K +$678K +9,624 New
SW
180
SVB Wealth
Massachusetts
$663K -$16.9K -240 -2%
SPIA
181
Steward Partners Investment Advisory
New York
$641K +$600K +8,511 +1,447%
AG
182
Aperio Group
California
$639K +$6.34K +90 +1%
CAM
183
Capstone Asset Management
Texas
$634K -$6.35K -90 -1%
PIA
184
Piedmont Investment Advisors
North Carolina
$625K +$625K +8,872 New
FA
185
FDx Advisors
Illinois
$621K -$33.2K -470 -5%
CIC
186
Cornercap Investment Counsel
Georgia
$615K -$6.35K -90 -1%
SG Americas Securities
187
SG Americas Securities
New York
$610K +$236K +3,342 +63%
Ohio Public Employees Retirement System (OPERS)
188
Ohio Public Employees Retirement System (OPERS)
Ohio
$609K -$619K -8,775 -50%
NIT
189
NumerixS Investment Technologies
British Columbia, Canada
$606K +$218K +3,100 +56%
GS
190
GAM Systematic
United Kingdom
$591K +$284K +4,029 +93%
US Bancorp
191
US Bancorp
Minnesota
$582K +$110K +1,562 +23%
SOADOR
192
State of Alaska Department of Revenue
Alaska
$570K +$265K +3,759 +87%
PA
193
Profund Advisors
Maryland
$550K +$85.2K +1,209 +18%
SIA
194
Sit Investment Associates
Minnesota
$511K
UFF
195
USA Financial Formulas
Michigan
$505K +$505K +7,166 New
SEI Investments
196
SEI Investments
Pennsylvania
$462K +$87.7K +1,245 +23%
Connor, Clark & Lunn Investment Management (CC&L)
197
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$462K +$462K +6,550 New
SI
198
SII Investments
Wisconsin
$455K +$66.5K +945 +17%
CANY
199
Caxton Associates (New York)
New York
$451K +$451K +6,400 New
Stifel Financial
200
Stifel Financial
Missouri
$444K +$444K +6,285 New