We are live on ! Find out more
EVR icon

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
BlackRock
1
BlackRock
New York
$386M +$8.2M +76,115 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$383M +$48.5M +450,500 +13%
State Street
3
State Street
Massachusetts
$114M +$4.52M +41,981 +4%
Wells Fargo
4
Wells Fargo
California
$109M +$29.5M +273,818 +34%
Renaissance Technologies
5
Renaissance Technologies
New York
$99.3M -$33.3M -309,400 -24%
FCM
6
Frontier Capital Management
Massachusetts
$91.1M +$30.6M +283,581 +46%
Invesco
7
Invesco
Georgia
$87M +$1.04M +9,682 +1%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$85.6M -$7.23M -67,071 -7%
JP Morgan Chase
9
JP Morgan Chase
New York
$83.5M +$6.04M +56,059 +7%
JIM
10
Jupiter Investment Management
United Kingdom
$72M
N
11
Nuveen
North Carolina
$71.4M +$15.1M +140,397 +25%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$68.6M +$2.64M +24,504 +4%
Bank of America
13
Bank of America
North Carolina
$67.6M +$1.08M +10,026 +2%
CVA
14
Ceredex Value Advisors
Florida
$67.3M -$5.57M -51,644 -7%
CCM
15
Channing Capital Management
Illinois
$67.1M -$2.37M -21,996 -3%
VOYA Investment Management
16
VOYA Investment Management
Georgia
$61.2M -$970K -9,003 -1%
American Century Companies
17
American Century Companies
Missouri
$58.8M -$3.96M -36,724 -6%
Prudential Financial
18
Prudential Financial
New Jersey
$56.2M -$22.9M -212,824 -28%
APG Asset Management
19
APG Asset Management
Netherlands
$55.4M +$25.8M +239,500 +60%
Aberdeen Group
20
Aberdeen Group
United Kingdom
$53.4M -$19.6M -181,584 -25%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$50.8M +$5.87M +54,516 +12%
WRF
22
Waddell & Reed Financial
Kansas
$46.9M +$3.07M +28,523 +7%
GT
23
Glenmede Trust
Pennsylvania
$45.4M -$1.58M -14,666 -3%
Millennium Management
24
Millennium Management
New York
$43.8M -$9.32M -86,466 -17%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$43.3M -$5.34M -49,580 -10%