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Evercore
EVR

Overview Fund Activity

200 hedge funds and large institutions have $1.83B invested in Evercore in 2013 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 83 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+22
Holders Change %
+12.36%
% of All Funds
5.81%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.15%
New
40
Increased
83
Reduced
63
Closed
18
Calls
$7.84M
Puts
$5.1M
Net Calls
+$2.74M
Net Calls Change
+$2.7M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$181M
2
PRCM
2
Pine River Capital Management
Minnesota
$23.1M
3
BFA
3
BlackRock Fund Advisors
California
$114M
4
Luther King Capital Management (LKCM)
4
Luther King Capital Management (LKCM)
Texas
$28.3M
5
EMFAT
5
Emerald Mutual Fund Advisers Trust
Pennsylvania
$18.4M

Top Sellers

1
SFM
1
Systematic Financial Management
New Jersey
$11.1M
2
RIM
2
Rainier Investment Management
Washington
$37M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$13M
4
EAM
4
Eagle Asset Management
Florida
$4.8M
5
PIM
5
Perkins Investment Management
Illinois
$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
O
26
OppenheimerFunds
New York
$21.1M +$1.97M +32,880 +10%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$20.5M -$791K -13,237 -4%
Morgan Stanley
28
Morgan Stanley
New York
$19.2M -$937K -15,669 -5%
Principal Financial Group
29
Principal Financial Group
Iowa
$18.6M +$7.77M +129,890 +71%
EMFAT
30
Emerald Mutual Fund Advisers Trust
Pennsylvania
$18.4M +$10.2M +175,697 +123%
Millennium Management
31
Millennium Management
New York
$17.6M +$6.63M +110,921 +61%
American Century Companies
32
American Century Companies
Missouri
$15.5M +$890K +14,889 +6%
AIM
33
abrdn Investment Management
United Kingdom
$14.8M +$8.74M +146,162 +144%
FMA
34
Fiduciary Management Associates
Illinois
$14.7M -$3.09M -51,670 -17%
TI
35
Turner Investments
Pennsylvania
$14.6M +$4.35M +72,717 +43%
TCIM
36
TIAA CREF Investment Management
New York
$14.3M -$308K -5,157 -2%
Geode Capital Management
37
Geode Capital Management
Massachusetts
$13.5M +$2.74M +45,834 +25%
Renaissance Technologies
38
Renaissance Technologies
New York
$13M -$14.1M -235,100 -52%
EA
39
Emerald Advisers
Pennsylvania
$12.6M -$745K -12,460 -6%
PIM
40
Perkins Investment Management
Illinois
$12.3M -$8.87M -148,378 -42%
SAM
41
Skyline Asset Management
Illinois
$12.3M +$3.68M +61,500 +43%
SFM
42
Systematic Financial Management
New Jersey
$11.1M -$33.2M -556,244 -75%
MAA
43
Managed Account Advisors
New Jersey
$10.7M +$727K +12,165 +7%
PAM
44
Panagora Asset Management
Massachusetts
$10.6M +$347K +5,812 +3%
PCM
45
Palisade Capital Management
New Jersey
$10.5M +$227K +3,789 +2%
IMIM
46
Irving Magee Investment Management
Pennsylvania
$10.3M – – –
FLPIM
47
F.L. Putnam Investment Management
Massachusetts
$9.93M -$1.36M -22,738 -12%
Ameriprise
48
Ameriprise
Minnesota
$9.88M +$612K +10,235 +7%
HA
49
Halsey Associates
Connecticut
$9.78M +$414K +6,930 +4%
Wellington Management Group
50
Wellington Management Group
Massachusetts
$9.6M +$9.26M +154,946 +2,718%
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