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Evercore
EVR

Overview Fund Activity

197 hedge funds and large institutions have $1.86B invested in Evercore in 2014 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 84 increasing their positions, 66 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
-12
Holders Change %
-5.74%
% of All Funds
5.67%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
21
Increased
84
Reduced
66
Closed
33
Calls
$3.78M
Puts
$1.38M
Net Calls
+$2.39M
Net Calls Change
+$2.3M

Top Buyers

1
AIM
1
abrdn Investment Management
United Kingdom
$45.1M
2
FAM
2
Fred Alger Management
New York
$21.7M
3
Wells Fargo
3
Wells Fargo
California
$34.1M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$11M
5
Norges Bank
5
Norges Bank
Norway
$14.7M

Top Sellers

1
SB
1
Suntrust Banks
Georgia
$3.36M
2
RIM
2
Rainier Investment Management
Washington
$0
3
PRCM
3
Pine River Capital Management
Minnesota
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$142M
5
BFA
5
BlackRock Fund Advisors
California
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
WC
26
Weatherbie Capital
Massachusetts
$21.2M +$6.16M +106,873 +41%
Morgan Stanley
27
Morgan Stanley
New York
$21.1M -$4.65M -80,739 -18%
State of Wisconsin Investment Board
28
State of Wisconsin Investment Board
Wisconsin
$21.1M -$1.43M -24,785 -6%
Nuveen Asset Management
29
Nuveen Asset Management
Illinois
$20.9M -$1.89M -32,843 -8%
Millennium Management
30
Millennium Management
New York
$20M +$6.83M +118,538 +52%
HJMC
31
Hellman Jordan Management Company
Massachusetts
$18.4M +$4.24M +73,550 +30%
MAA
32
Managed Account Advisors
New Jersey
$18.3M +$3.38M +58,583 +23%
SAM
33
Sentinel Asset Management
Vermont
$18M +$53.6K +930 +0.3%
Citadel Advisors
34
Citadel Advisors
Florida
$16.4M +$4.77M +82,782 +41%
Wellington Management Group
35
Wellington Management Group
Massachusetts
$16.3M +$5.76M +100,008 +55%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$16M +$4.84M +83,996 +43%
FMA
37
Fiduciary Management Associates
Illinois
$15.8M +$538K +9,330 +4%
Principal Financial Group
38
Principal Financial Group
Iowa
$14.8M -$4.8M -83,347 -25%
Norges Bank
39
Norges Bank
Norway
$14.7M +$10.1M +174,500 +215%
Geode Capital Management
40
Geode Capital Management
Massachusetts
$14.7M +$578K +10,021 +4%
U
41
UBS
Switzerland
$11.8M +$5.83M +101,170 +97%
EMFAT
42
Emerald Mutual Fund Advisers Trust
Pennsylvania
$11.5M +$416K +7,220 +4%
TCIM
43
TIAA CREF Investment Management
New York
$11M -$2.7M -46,891 -20%
T. Rowe Price Associates
44
T. Rowe Price Associates
Maryland
$11M +$10.5M +182,287 +2,279%
PCM
45
Palisade Capital Management
New Jersey
$10.9M -$560K -9,722 -5%
Macquarie Group
46
Macquarie Group
Australia
$10.8M +$6.85M +118,768 +173%
HA
47
Halsey Associates
Connecticut
$10.8M +$1.08M +18,711 +11%
Ameriprise
48
Ameriprise
Minnesota
$10.7M +$536K +9,307 +5%
American Century Companies
49
American Century Companies
Missouri
$10M +$319K +5,535 +3%
EA
50
Emerald Advisers
Pennsylvania
$9.96M -$256K -4,438 -3%
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