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Evercore
EVR

Overview Fund Activity

213 hedge funds and large institutions have $2.32B invested in Evercore in 2014 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 90 increasing their positions, 54 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+16
Holders Change %
+8.12%
% of All Funds
6.18%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
45
Increased
90
Reduced
54
Closed
28
Calls
$1.72M
Puts
$2.13M
Net Calls
-$413K
Net Calls Change
-$2.81M

Top Buyers

1
AIM
1
abrdn Investment Management
United Kingdom
$72.3M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$31.6M
3
IIM
3
Ivory Investment Management
New York
$24.5M
4
PIM
4
Perkins Investment Management
Illinois
$18.6M
5
Millennium Management
5
Millennium Management
New York
$32.5M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$8.35M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$59.9M
3
Luther King Capital Management (LKCM)
3
Luther King Capital Management (LKCM)
Texas
$0
4
SAM
4
Skyline Asset Management
Illinois
$0
5
CRM
5
Cramer Rosenthal McGlynn
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
O
26
OppenheimerFunds
New York
$17.5M -$7.31M -155,490 -29%
State of Wisconsin Investment Board
27
State of Wisconsin Investment Board
Wisconsin
$17.2M – – –
CIP
28
Chartwell Investment Partners
Pennsylvania
$17.1M -$582K -12,385 -3%
BA
29
BlackRock Advisors
Delaware
$16M +$8.41M +178,913 +110%
SAM
30
Sentinel Asset Management
Vermont
$15.9M +$1.23M +26,100 +8%
Massachusetts Financial Services
31
Massachusetts Financial Services
Massachusetts
$15.3M -$14.7M -313,790 -49%
RIM
32
Rainier Investment Management
Washington
$15.2M +$15.2M +323,910 New
HJMC
33
Hellman Jordan Management Company
Massachusetts
$15M – – –
FMA
34
Fiduciary Management Associates
Illinois
$15M +$2.05M +43,640 +16%
FAM
35
Fred Alger Management
New York
$14.6M -$3.05M -64,866 -17%
Nuveen Asset Management
36
Nuveen Asset Management
Illinois
$12.7M -$4.32M -91,900 -25%
Macquarie Group
37
Macquarie Group
Australia
$12.4M +$3.57M +76,037 +41%
Principal Financial Group
38
Principal Financial Group
Iowa
$12.4M +$323K +6,863 +3%
Geode Capital Management
39
Geode Capital Management
Massachusetts
$12.1M +$46.8K +995 +0.4%
HCM
40
Highbridge Capital Management
New York
$11.7M +$11M +234,648 +1,664%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$11.6M -$1.44M -30,700 -11%
T. Rowe Price Associates
42
T. Rowe Price Associates
Maryland
$11.2M +$2.29M +48,679 +26%
TCIM
43
TIAA CREF Investment Management
New York
$10.5M +$1.55M +33,009 +17%
HA
44
Halsey Associates
Connecticut
$10.5M +$1.75M +37,211 +20%
Wellington Management Group
45
Wellington Management Group
Massachusetts
$10.4M -$2.83M -60,265 -21%
Norges Bank
46
Norges Bank
Norway
$10.3M -$1.74M -37,049 -14%
AC
47
Ascend Capital
California
$10.1M +$3.29M +69,945 +48%
TA
48
Teachers Advisors
New York
$9.99M +$7.82M +166,390 +360%
Ameriprise
49
Ameriprise
Minnesota
$9.24M +$528K +11,239 +6%
PCM
50
Palisade Capital Management
New Jersey
$9.15M +$238K +5,063 +3%
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