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Evercore

295 hedge funds and large institutions have $3.01B invested in Evercore in 2017 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 105 increasing their positions, 116 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+1
Holders Change %
+0.34%
% of All Funds
7.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
42
Increased
105
Reduced
116
Closed
36
Calls
$2.71M
Puts
$542K
Net Calls
+$2.17M
Net Calls Change
-$1.68M
Name Holding Trade Value Shares
Change
Shares
Change %
IA
176
IFP Advisors
Florida
$874K -$963 -12 -0.1%
CIC
177
Cornercap Investment Counsel
Georgia
$816K +$116K +1,450 +17%
BCC
178
Bridge City Capital
Oregon
$802K +$802K +9,991 New
MSA
179
Mason Street Advisors
Wisconsin
$798K -$14.2K -177 -2%
BPM
180
Bowling Portfolio Management
Ohio
$794K -$740K -9,231 -48%
LP
181
LMR Partners
United Kingdom
$781K +$781K +9,735 New
OAM
182
Oppenheimer Asset Management
New York
$773K -$802 -10 -0.1%
CGH
183
Crossmark Global Holdings
Texas
$765K +$765K +9,530 New
AG
184
Aperio Group
California
$753K +$25.4K +316 +3%
RFC
185
Regions Financial Corp
Alabama
$745K +$745K +9,284 New
SPIA
186
Steward Partners Investment Advisory
New York
$739K +$9.62K +120 +1%
SAM
187
Sawgrass Asset Management
Florida
$738K +$464K +5,780 +169%
HA
188
Harbor Advisors
Florida
$722K +$722K +9,000 New
SW
189
SVB Wealth
Massachusetts
$716K -$38.9K -485 -5%
SEI Investments
190
SEI Investments
Pennsylvania
$713K +$187K +2,336 +36%
ProShare Advisors
191
ProShare Advisors
Maryland
$709K +$370K +4,611 +109%
HEIP
192
Hudson Edge Investment Partners
New Jersey
$706K -$163K -2,025 -19%
EMG
193
Ellington Management Group
Connecticut
$690K +$425K +5,300 +161%
Ohio Public Employees Retirement System (OPERS)
194
Ohio Public Employees Retirement System (OPERS)
Ohio
$689K -$4.25K -53 -0.6%
FA
195
FDx Advisors
Illinois
$676K -$30.4K -379 -4%
SOADOR
196
State of Alaska Department of Revenue
Alaska
$621K -$28K -350 -4%
Federated Hermes
197
Federated Hermes
Pennsylvania
$600K -$2.67M -33,320 -82%
Balyasny Asset Management
198
Balyasny Asset Management
Illinois
$586K -$1.85M -23,089 -76%
SIA
199
Sit Investment Associates
Minnesota
$582K
SI
200
SII Investments
Wisconsin
$564K +$43.8K +545 +8%