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Evercore

294 hedge funds and large institutions have $2.72B invested in Evercore in 2017 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 125 increasing their positions, 98 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.71% less ownership

Funds ownership: 94.68%93.97% (-0.71%)

10% less capital invested

Capital invested by funds: $3.03B → $2.72B (-$313M)

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
294
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.42M
Puts
$1.58M
Net Calls
Net Calls Change

Top Buyers

1 +$44.4M
2 +$35.3M
3 +$22M
4
BlackRock
BlackRock
New York
+$15.7M
5
JIM
Jupiter Investment Management
United Kingdom
+$13.4M

Top Sellers

1 -$55.1M
2 -$31.5M
3 -$23.8M
4
O
OppenheimerFunds
New York
-$19.6M
5
Principal Financial Group
Principal Financial Group
Iowa
-$15.6M
Name Holding Trade Value Shares
Change
Change in
Stake
201
$430K
202
$429K
203
$425K
204
$416K
205
$406K
206
$405K
207
$399K
208
$390K
209
$388K
210
$386K
211
$384K
212
$381K
213
$370K
214
$364K
215
$355K
216
$355K
217
$346K
218
$341K
219
$335K
220
$309K
221
$309K
222
$309K
223
$307K
224
$299K
225
$298K