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Evercore

363 hedge funds and large institutions have $3.98B invested in Evercore in 2018 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 126 increasing their positions, 143 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 43

0.66% less ownership

Funds ownership: 97.43%96.77% (-0.66%)

1% less funds holding

Funds holding: 366363 (-3)

5% less capital invested

Capital invested by funds: $4.18B → $3.98B (-$202M)

12% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 143

60% less call options, than puts

Call options by funds: $5.88M | Put options by funds: $14.6M

80% less funds holding in top 10

Funds holding in top 10: 51 (-4)

Holders
363
Holders Change
-3
Holders Change %
-0.82%
% of All Funds
8.3%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.02%
New
43
Increased
126
Reduced
143
Closed
43
Calls
$5.88M
Puts
$14.6M
Net Calls
-$8.68M
Net Calls Change
+$2.25M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
201
Steward Partners Investment Advisory
New York
$964K +$3.23K +30 +0.3%
ONB
202
Old National Bancorp
Indiana
$960K -$39.3K -365 -4%
FCM
203
Flinton Capital Management
Pennsylvania
$956K +$745K +6,912 +267%
NMERB
204
New Mexico Educational Retirement Board
New Mexico
$955K
BCM
205
Bayesian Capital Management
New York
$955K +$1.02M +9,500 New
Rafferty Asset Management
206
Rafferty Asset Management
New York
$951K -$113K -1,053 -10%
SBH
207
Segall Bryant & Hamill
Illinois
$938K -$7.22K -67 -0.7%
CPC
208
Cookson Peirce & Co
Pennsylvania
$930K -$217K -2,010 -18%
AAMU
209
Amundi Asset Management US
Massachusetts
$914K
KM
210
Kalos Management
Georgia
$910K +$43.4K +403 +5%
KeyBank National Association
211
KeyBank National Association
Ohio
$895K -$51K -473 -5%
ProShare Advisors
212
ProShare Advisors
Maryland
$875K -$75.1K -697 -7%
TI
213
Trexquant Investment
Connecticut
$862K -$1.89M -17,546 -67%
MAM
214
Meeder Asset Management
Ohio
$855K -$268K -2,483 -23%
COPPSERS
215
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$837K -$288K -2,671 -24%
VI
216
Versor Investments
New York
$820K -$225K -2,084 -20%
LMGAM
217
Liberty Mutual Group Asset Management
Massachusetts
$815K
OTPPB
218
Ontario Teachers' Pension Plan Board
Ontario, Canada
$793K +$850K +7,884 New
SEI Investments
219
SEI Investments
Pennsylvania
$790K -$761K -7,059 -47%
NMIMC
220
Northwestern Mutual Investment Management Company
Wisconsin
$776K -$30.6K -284 -4%
IA
221
Icon Advisers
Colorado
$774K
URS
222
Utah Retirement Systems
Utah
$754K
RFC
223
Regions Financial Corp
Alabama
$750K +$366K +3,398 +84%
GH
224
GAM Holding
Switzerland
$748K +$244K +2,260 +44%
BCM
225
Bridgeway Capital Management
Texas
$734K