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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
BlackRock
1
BlackRock
New York
$478M -$49.7M -660,754 -10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$298M -$3.19M -42,431 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$88.5M +$506K +6,727 +0.6%
Renaissance Technologies
4
Renaissance Technologies
New York
$82.5M -$21.7M -288,600 -22%
American Century Companies
5
American Century Companies
Missouri
$81.8M -$1.56M -20,803 -2%
State Street
6
State Street
Massachusetts
$78.7M -$2.41M -32,098 -3%
VFA
7
Virtus Fund Advisers
Connecticut
$69.8M -$639K -8,500 -1%
CCM
8
Channing Capital Management
Illinois
$68M +$937K +12,460 +1%
Invesco
9
Invesco
Georgia
$64.9M +$4.2M +55,881 +7%
DCM
10
Daruma Capital Management
New York
$52.6M -$3.87M -51,474 -7%
PAM
11
Panagora Asset Management
Massachusetts
$49.9M +$2.7M +35,876 +6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$49.8M -$3.26M -43,315 -7%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$48.3M -$12.2M -162,029 -21%
JP Morgan Chase
14
JP Morgan Chase
New York
$44.4M -$5.76M -76,582 -12%
AL
15
AJO LP
Pennsylvania
$43M -$1.24M -16,557 -3%
GT
16
Glenmede Trust
Pennsylvania
$42.7M +$38.5M +512,198 +2,524%
Bank of America
17
Bank of America
North Carolina
$42.3M +$52.5K +698 +0.1%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$41.5M +$1.94M +25,830 +5%
Northern Trust
19
Northern Trust
Illinois
$40.7M -$2.03M -27,048 -5%
N
20
Nuveen
North Carolina
$40.6M +$2.23M +29,597 +6%
Fiera Capital (Canada)
21
Fiera Capital (Canada)
Quebec, Canada
$39.9M -$1.32M -17,537 -3%
Ameriprise
22
Ameriprise
Minnesota
$39.7M -$930K -12,365 -2%
Norges Bank
23
Norges Bank
Norway
$38.6M -$2.43M -32,278 -6%
PCM
24
Peregrine Capital Management
Minnesota
$37.4M +$1.19M +15,816 +4%
VOYA Investment Management
25
VOYA Investment Management
Georgia
$37.1M -$3.49M -46,419 -9%