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Evercore
EVR

Overview Fund Activity

178 hedge funds and large institutions have $1.44B invested in Evercore in 2013 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 69 increasing their positions, 56 reducing their positions, and 21 closing their positions.

Holders
178
Holders Change
+23
Holders Change %
+14.84%
% of All Funds
5.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
46
Increased
69
Reduced
56
Closed
21
Calls
$4.32M
Puts
$4.28M
Net Calls
+$42K
Net Calls Change
+$294K

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$82.3M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$50.6M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$124M
4
Luther King Capital Management (LKCM)
4
Luther King Capital Management (LKCM)
Texas
$12.2M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$84.5M

Top Sellers

1
SFM
1
Systematic Financial Management
New Jersey
$36.6M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.06M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.53M
4
RIM
4
Rainier Investment Management
Washington
$49.4M
5
PRCM
5
Pine River Capital Management
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$17.5M +$7.85M +159,522 +81%
PIM
27
Perkins Investment Management
Illinois
$17.5M -$29.5K -600 -0.2%
Morgan Stanley
28
Morgan Stanley
New York
$16.6M +$5.79M +117,664 +54%
O
29
OppenheimerFunds
New York
$15.7M +$901K +18,300 +6%
FMA
30
Fiduciary Management Associates
Illinois
$14.6M -$1.41M -28,560 -9%
Luther King Capital Management (LKCM)
31
Luther King Capital Management (LKCM)
Texas
$12.2M +$12.2M +247,075 New
TCIM
32
TIAA CREF Investment Management
New York
$12.1M -$72K -1,463 -0.6%
American Century Companies
33
American Century Companies
Missouri
$12M +$407K +8,259 +4%
EAM
34
Eagle Asset Management
Florida
$11.5M +$5.67M +112,836 +97%
EA
35
Emerald Advisers
Pennsylvania
$11M -$1.19M -24,080 -10%
FLPIM
36
F.L. Putnam Investment Management
Massachusetts
$9.29M +$1.44M +29,260 +18%
Millennium Management
37
Millennium Management
New York
$9.01M +$7.28M +147,953 +422%
Principal Financial Group
38
Principal Financial Group
Iowa
$8.95M +$8.43M +171,249 +1,634%
Geode Capital Management
39
Geode Capital Management
Massachusetts
$8.87M +$1.89M +38,376 +27%
PCM
40
Palisade Capital Management
New Jersey
$8.49M -$2.68M -54,420 -24%
IMIM
41
Irving Magee Investment Management
Pennsylvania
$8.46M – – –
PAM
42
Panagora Asset Management
Massachusetts
$8.42M +$2.68M +54,439 +47%
TI
43
Turner Investments
Pennsylvania
$8.41M +$4.47M +90,730 +113%
MAA
44
Managed Account Advisors
New Jersey
$8.22M +$444K +9,020 +6%
HA
45
Halsey Associates
Connecticut
$7.71M -$58.6K -1,190 -0.8%
Ameriprise
46
Ameriprise
Minnesota
$7.63M +$3.28M +66,570 +75%
AIMCA
47
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.52M +$7.52M +152,825 New
Charles Schwab
48
Charles Schwab
California
$7.36M -$1.3M -25,807 -15%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$7.29M +$6.4M +130,070 +719%
WI
50
WBI Investments
New Jersey
$7.2M +$1.24M +25,169 +21%
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