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Evercore

333 hedge funds and large institutions have $2.6B invested in Evercore in 2018 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 92 increasing their positions, 158 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

35% less capital invested

Capital invested by funds: $3.97B → $2.6B (-$1.38B)

42% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 158

65% less call options, than puts

Call options by funds: $2.44M | Put options by funds: $6.91M

Holders
333
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.44M
Puts
$6.91M
Net Calls
Net Calls Change

Top Buyers

1 +$41.5M
2 +$33.7M
3 +$28.2M
4
BlackRock
BlackRock
New York
+$21.6M
5
JIM
Jupiter Investment Management
United Kingdom
+$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
176
$821K
177
$809K
178
$801K
179
$791K
180
$789K
181
$785K
182
$766K
183
$766K
184
$759K
185
$744K
186
$735K
187
$733K
188
$727K
189
$711K
190
$699K
191
$683K
192
$677K
193
$674K
194
$661K
195
$650K
196
$635K
197
$630K
198
$594K
199
$583K
200
$581K