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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 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
-28
Holders Change %
-7.76%
% of All Funds
7.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
53
Increased
92
Reduced
158
Closed
80
Calls
$2.44M
Puts
$6.91M
Net Calls
-$4.47M
Net Calls Change
+$4.21M
Name Holding Trade Value Shares
Change
Shares
Change %
Two Sigma Investments
201
Two Sigma Investments
New York
$580K +$580K +8,109 New
JIR
202
James Investment Research
Ohio
$560K -$1.65M -23,025 -75%
UCFA
203
United Capital Financial Advisors
Texas
$556K -$337K -4,708 -38%
ProShare Advisors
204
ProShare Advisors
Maryland
$552K -$70.9K -990 -11%
NMIMC
205
Northwestern Mutual Investment Management Company
Wisconsin
$547K -$5.01K -70 -0.9%
URS
206
Utah Retirement Systems
Utah
$537K
O
207
OppenheimerFunds
New York
$536K -$16.3M -227,684 -97%
RFC
208
Regions Financial Corp
Alabama
$532K -$2.01K -28 -0.4%
OSAM
209
O'Shaughnessy Asset Management
Connecticut
$527K -$2.4M -33,515 -82%
BC
210
Brinker Capital
Pennsylvania
$510K -$409K -5,721 -45%
HI
211
HBK Investments
Texas
$508K -$594K -8,300 -54%
COPPSERS
212
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$508K -$87.2K -1,219 -15%
Rafferty Asset Management
213
Rafferty Asset Management
New York
$499K -$178K -2,483 -26%
HEIP
214
Hudson Edge Investment Partners
New Jersey
$485K -$8.73K -122 -2%
DekaBank Deutsche Girozentrale
215
DekaBank Deutsche Girozentrale
Germany
$480K +$167K +2,400 +53%
AQR Capital Management
216
AQR Capital Management
Connecticut
$466K -$46.7K -653 -9%
MWNA
217
Marshall Wace North America
New York
$460K +$460K +6,426 New
USAA
218
United Services Automobile Association
Texas
$454K
Canada Pension Plan Investment Board
219
Canada Pension Plan Investment Board
Ontario, Canada
$451K +$451K +6,300 New
Stifel Financial
220
Stifel Financial
Missouri
$450K -$386K -5,325 -46%
CNAM
221
Campbell Newman Asset Management
Wisconsin
$434K +$45K +628 +12%
ZIM
222
ZPR Investment Management
Florida
$429K -$14.2K -198 -3%
XK
223
Xact Kapitalforvaltning
Sweden
$425K
SAM
224
Shell Asset Management
Netherlands
$419K -$35.7K -500 -8%
VI
225
Versor Investments
New York
$412K -$172K -2,400 -29%