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Evercore
EVR

Overview Fund Activity

209 hedge funds and large institutions have $1.74B invested in Evercore in 2014 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 82 increasing their positions, 68 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+9
Holders Change %
+4.5%
% of All Funds
6.04%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
36
Increased
82
Reduced
68
Closed
23
Calls
$2.95M
Puts
$2.86M
Net Calls
+$89K
Net Calls Change
-$2.65M

Top Buyers

1
WC
Weatherbie Capital
Massachusetts
$14.5M
2
HJMC
Hellman Jordan Management Company
Massachusetts
$13.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
$114M
4
Jennison Associates
Jennison Associates
New York
$84.5M
5
Citadel Advisors
Citadel Advisors
Florida
$11.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$149M
2
PIM
Perkins Investment Management
Illinois
$0
3
SFM
Systematic Financial Management
New Jersey
$0
4
CRM
Cramer Rosenthal McGlynn
Connecticut
$20.2M
5
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PRCM
26
Pine River Capital Management
Minnesota
$19.3M -$2.01M -36,361 -9%
Principal Financial Group
27
Principal Financial Group
Iowa
$18.8M +$1.55M +28,112 +9%
SAM
28
Sentinel Asset Management
Vermont
$17.2M -$3.5M -63,350 -17%
Wells Fargo
29
Wells Fargo
California
$17.1M -$2.56M -46,336 -13%
AIM
30
abrdn Investment Management
United Kingdom
$16.9M +$3.19M +57,646 +23%
FMA
31
Fiduciary Management Associates
Illinois
$14.7M +$1.09M +19,780 +8%
WC
32
Weatherbie Capital
Massachusetts
$14.5M +$14.5M +261,541 New
SAM
33
Skyline Asset Management
Illinois
$14.4M +$3.06M +55,400 +27%
MAA
34
Managed Account Advisors
New Jersey
$14.3M +$4.44M +80,400 +45%
Geode Capital Management
35
Geode Capital Management
Massachusetts
$13.6M +$1.08M +19,570 +9%
HJMC
36
Hellman Jordan Management Company
Massachusetts
$13.5M +$13.5M +245,000 New
TCIM
37
TIAA CREF Investment Management
New York
$13.2M -$107K -1,940 -0.8%
Millennium Management
38
Millennium Management
New York
$12.6M -$3.64M -65,941 -22%
Citadel Advisors
39
Citadel Advisors
Florida
$11.2M +$9.56M +173,125 +593%
PCM
40
Palisade Capital Management
New Jersey
$11M +$1.27M +23,008 +13%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$10.7M +$2.41M +43,702 +29%
PAM
42
Panagora Asset Management
Massachusetts
$10.7M +$915K +16,566 +9%
EMFAT
43
Emerald Mutual Fund Advisers Trust
Pennsylvania
$10.6M -$6.97M -126,107 -40%
TI
44
Turner Investments
Pennsylvania
$10.2M -$3.31M -59,859 -25%
Wellington Management Group
45
Wellington Management Group
Massachusetts
$10.1M +$1.2M +21,754 +14%
EA
46
Emerald Advisers
Pennsylvania
$9.8M -$1.85M -33,512 -16%
Ameriprise
47
Ameriprise
Minnesota
$9.72M +$593K +10,733 +6%
IMIM
48
Irving Magee Investment Management
Pennsylvania
$9.5M – – –
American Century Companies
49
American Century Companies
Missouri
$9.33M -$4.99M -90,320 -35%
HA
50
Halsey Associates
Connecticut
$9.29M +$255K +4,615 +3%
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