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Evercore

333 hedge funds and large institutions have $2.6B invested in Evercore in 2018 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 92 increasing their positions, 158 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

35% less capital invested

Capital invested by funds: $3.97B → $2.6B (-$1.38B)

42% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 158

65% less call options, than puts

Call options by funds: $2.44M | Put options by funds: $6.91M

Holders
333
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.44M
Puts
$6.91M
Net Calls
Net Calls Change

Top Buyers

1 +$41.5M
2 +$33.7M
3 +$28.2M
4
BlackRock
BlackRock
New York
+$21.6M
5
JIM
Jupiter Investment Management
United Kingdom
+$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
201
$580K
202
$560K
203
$556K
204
$552K
205
$547K
206
$537K
207
$536K
208
$532K
209
$527K
210
$510K
211
$508K
212
$508K
213
$499K
214
$485K
215
$480K
216
$466K
217
$460K
218
$454K
219
$451K
220
$450K
221
$434K
222
$429K
223
$425K
224
$419K
225
$412K