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Evercore

224 hedge funds and large institutions have $1.99B invested in Evercore in 2015 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 107 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+20
Holders Change %
+9.8%
% of All Funds
5.88%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
40
Increased
107
Reduced
54
Closed
16
Calls
$4.65M
Puts
$565K
Net Calls
+$4.09M
Net Calls Change
+$4.13M
Name Holding Trade Value Shares
Change
Shares
Change %
CF
201
CenterStar Fund
Illinois
$33K -$5K
VCM
202
Versant Capital Management
Arizona
$31K +$31K +582 New
SGAM
203
Smith Group Asset Management
Texas
$17K -$2.72K -50 -14%
Walleye Trading
204
Walleye Trading
New York
$13K +$13K +232 New
Acadian Asset Management
205
Acadian Asset Management
Massachusetts
$12K -$90.1K -1,630 -88%
PCM
206
Prelude Capital Management
New York
$11K
Creative Planning
207
Creative Planning
Kansas
$11K
MFS
208
MSI Financial Services
Massachusetts
$11K +$10K +190 +1,000%
Loomis, Sayles & Company
209
Loomis, Sayles & Company
Massachusetts
$9K +$9K +168 New
TDC
210
Thompson Davis & Co
Virginia
$7K
Nuveen Asset Management
211
Nuveen Asset Management
Illinois
$6.43K +$50 +920 +0.8%
Manulife (Manufacturers Life Insurance)
212
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.15K +$724 +13,399 +13%
KT
213
Kanaly Trust
Texas
$6K -$2.66K -47 -31%
QCG
214
Quadrant Capital Group
Ohio
$6K +$6K +113 New
TRCT
215
Tower Research Capital (TRC)
New York
$5K +$5K +100 New
DAM
216
Delta Asset Management
Tennessee
$3K
HNB
217
Huntington National Bank
Ohio
$3K +$226 +4 +8%
CFG
218
Citizens Financial Group
Rhode Island
$3K +$3K +23 New
GAM
219
Gemmer Asset Management
California
$3K +$2.35K +40 +364%
MFW
220
Mosaic Family Wealth
Missouri
$2K +$2K +52 New
MPWT
221
MassMutual Private Wealth & Trust
Connecticut
$1.46K +$1.46K +27 New
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$1K -$1.8K -18 -64%
KCPG
223
Kavar Capital Partners Group
Kansas
$1K -$111 -3 -10%
S
224
SignatureFD
Georgia
$1K
WP
225
WealthPLAN Partners
Nebraska
$32 +$32 +610 New