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Evercore

363 hedge funds and large institutions have $3.98B invested in Evercore in 2018 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 126 increasing their positions, 143 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 43

0.66% less ownership

Funds ownership: 97.43%96.77% (-0.66%)

1% less funds holding

Funds holding: 366363 (-3)

5% less capital invested

Capital invested by funds: $4.18B → $3.98B (-$202M)

12% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 143

60% less call options, than puts

Call options by funds: $5.88M | Put options by funds: $14.6M

80% less funds holding in top 10

Funds holding in top 10: 51 (-4)

Holders
363
Holders Change
-3
Holders Change %
-0.82%
% of All Funds
8.3%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.02%
New
43
Increased
126
Reduced
143
Closed
43
Calls
$5.88M
Puts
$14.6M
Net Calls
-$8.68M
Net Calls Change
+$2.25M
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
176
Riverhead Capital Management
Delaware
$1.51M +$1.18M +10,950 +272%
GCP
177
GSA Capital Partners
United Kingdom
$1.49M -$3.05M -28,295 -66%
Pacer Advisors
178
Pacer Advisors
Pennsylvania
$1.46M +$172K +1,593 +12%
CCM
179
Covington Capital Management
California
$1.44M
MLICM
180
Metropolitan Life Insurance Company (MetLife)
New York
$1.39M -$2.37K -22 -0.2%
VRS
181
Virginia Retirement Systems
Virginia
$1.36M +$108K +1,000 +8%
MCIM
182
Meadow Creek Investment Management
Georgia
$1.31M +$1.02M +9,504 +267%
BC
183
Brinker Capital
Pennsylvania
$1.29M -$54K -501 -4%
AAM
184
Advisors Asset Management
Colorado
$1.28M +$44.2K +410 +3%
T. Rowe Price Associates
185
T. Rowe Price Associates
Maryland
$1.28M +$2.8K +26 +0.2%
UCFA
186
United Capital Financial Advisors
Texas
$1.26M -$59.2K -549 -4%
Skandinaviska Enskilda Banken (SEB)
187
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.23M
AIP
188
Ameritas Investment Partners
Nebraska
$1.21M
Stifel Financial
189
Stifel Financial
Missouri
$1.17M -$10.1M -93,452 -89%
CIC
190
Cornercap Investment Counsel
Georgia
$1.15M +$361K +3,350 +41%
IA
191
IFP Advisors
Florida
$1.15M -$1.62K -15 -0.1%
AR
192
Advisory Research
Illinois
$1.14M -$1.54M -14,306 -56%
CCM
193
Cadence Capital Management
Massachusetts
$1.14M +$1.22M +11,302 New
LSERS
194
Louisiana State Employees Retirement System
Louisiana
$1.13M +$21.6K +200 +2%
SBIA
195
Sheaff Brock Investment Advisors
Indiana
$999K -$4.96K -46 -0.5%
CB
196
Cadence Bank
Mississippi
$993K +$49.1K +456 +5%
BCC
197
Bridge City Capital
Oregon
$989K -$45.2K -419 -4%
Thrivent Financial for Lutherans
198
Thrivent Financial for Lutherans
Minnesota
$987K +$57.8K +536 +6%
Envestnet Asset Management
199
Envestnet Asset Management
Illinois
$986K -$820K -7,606 -44%
ACM
200
Argent Capital Management
Missouri
$975K +$86.2K +800 +9%