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Evercore

225 hedge funds and large institutions have $1.82B invested in Evercore in 2016 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 84 increasing their positions, 86 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+4
Holders Change %
+1.81%
% of All Funds
6.01%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
31
Increased
84
Reduced
86
Closed
27
Calls
$1.52M
Puts
$684K
Net Calls
+$835K
Net Calls Change
-$753K
Name Holding Trade Value Shares
Change
Shares
Change %
VOYA Investment Management
201
VOYA Investment Management
Georgia
$36.6K -$4.81K -93,467 -12%
IR
202
Invictus RG
Bermuda
$36K +$36K +699 New
LTFS
203
Ladenburg Thalmann Financial Services
Florida
$32K -$4.81K -94 -13%
IP
204
Isthmus Partners
Wisconsin
$32K +$32K +600 New
HCM
205
Herndon Capital Management
Georgia
$30K -$25.9K -494 -46%
Nisa Investment Advisors
206
Nisa Investment Advisors
Missouri
$26K
AG
207
Advisor Group
Arizona
$22K -$31K -608 -59%
IA
208
IFP Advisors
Florida
$22K -$23K -442 -51%
JCM
209
Jacobi Capital Management
Pennsylvania
$16K +$100 +2 +0.6%
OFS
210
Orrstown Financial Services
Pennsylvania
$16K +$5.68K +110 +55%
SWA
211
Sutton Wealth Advisors
Florida
$15.5K +$10.4K +201 +203%
PG
212
PEAK6 Group
Illinois
$13K -$60K -1,195 -82%
TCIM
213
TIAA CREF Investment Management
New York
$12.2K +$2.61K +50,629 +27%
S
214
SignatureFD
Georgia
$10K
JFA
215
JNBA Financial Advisors
Minnesota
$10K +$10K +190 New
Loomis, Sayles & Company
216
Loomis, Sayles & Company
Massachusetts
$7K -$6.63K -124 -49%
DAM
217
Delta Asset Management
Tennessee
$3K
MFW
218
Mosaic Family Wealth
Missouri
$3K
CFG
219
Citizens Financial Group
Rhode Island
$2K
PMFA
220
Plante Moran Financial Advisors
Michigan
$2K
FPFS
221
First Personal Financial Services
North Carolina
$1K
HNB
222
Huntington National Bank
Ohio
$1K
MFS
223
MSI Financial Services
Massachusetts
$1K
Calamos Advisors
224
Calamos Advisors
Illinois
-$23.9M -541,929 Closed
AL
225
AJO LP
Pennsylvania
-$5.84M -132,074 Closed