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Evercore

296 hedge funds and large institutions have $3.01B invested in Evercore in 2017 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 105 increasing their positions, 116 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more call options, than puts

Call options by funds: $2.71M | Put options by funds: $542K

17% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 36

11% more capital invested

Capital invested by funds: $2.72B → $3.01B (+$286M)

1.44% more ownership

Funds ownership: 93.98%95.42% (+1.4%)

0% more funds holding

Funds holding: 295296 (+1)

9% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 116

Holders
296
Holders Change
+1
Holders Change %
+0.34%
% of All Funds
7.38%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
42
Increased
105
Reduced
116
Closed
36
Calls
$2.71M
Puts
$542K
Net Calls
+$2.17M
Net Calls Change
-$1.68M
Name Holding Trade Value Shares
Change
Change in
Stake
HC
201
Henshaw Capital
Massachusetts
$546K
AA
202
ALPS Advisors
Colorado
$521K +$488K +6,497 New
Stifel Financial
203
Stifel Financial
Missouri
$503K -$1.58K -21 -0.3%
BCM
204
Brown Capital Management
Maryland
$490K
CANY
205
Caxton Associates (New York)
New York
$473K -$37.6K -500 -8%
SFSIG
206
San Francisco Sentry Investment Group
California
$473K
DAM
207
Deltec Asset Management
New York
$462K
ONB
208
Old National Bancorp
Indiana
$461K
MAM
209
Meeder Asset Management
Ohio
$445K +$87.4K +1,163 +27%
N
210
Natixis
France
$443K +$415K +5,517 New
VI
211
Versor Investments
New York
$442K +$45.1K +600 +12%
BCM
212
Bridgeway Capital Management
Texas
$441K
PA
213
Profund Advisors
Maryland
$433K -$181K -2,409 -31%
CONA
214
Capital One National Association
New York
$433K -$4.06K -54 -1%
AB
215
Amalgamated Bank
New York
$432K -$21K -279 -5%
TC
216
Telemus Capital
Michigan
$431K -$7.37K -98 -2%
FM
217
Forward Management
California
$420K +$15.6K +207 +4%
TRCT
218
Tower Research Capital (TRC)
New York
$419K +$392K +5,220 New
FCBT
219
First Citizens Bank & Trust
North Carolina
$401K -$78.1K -1,039 -17%
EP
220
Elkfork Partners
Oregon
$398K +$74.1K +986 +25%
GAM
221
Gotham Asset Management
New York
$395K -$8.35K -111 -2%
PI
222
PineBridge Investments
New York
$391K -$40.1K -534 -10%
Citadel Advisors
223
Citadel Advisors
Florida
$385K +$360K +4,794 New
CIM
224
CIM Investment Management
Pennsylvania
$381K
LCM
225
Legato Capital Management
California
$366K +$343K +4,566 New