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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 %
RA
51
Rational Advisors
New York
$7.14M – – –
SAM
52
Skyline Asset Management
Illinois
$7.11M +$7.11M +144,400 New
EMFAT
53
Emerald Mutual Fund Advisers Trust
Pennsylvania
$7.03M +$41.4K +840 +0.6%
CCM
54
Cadence Capital Management
Massachusetts
$6.76M -$6.67M -135,403 -50%
Capital Fund Management (CFM)
55
Capital Fund Management (CFM)
France
$6.41M +$6.41M +130,243 New
CGI
56
CI Global Investments
California
$5.91M +$5.91M +120,000 New
BIM
57
BlackRock Investment Management
Delaware
$5.22M +$1.1M +22,430 +27%
Ohio Public Employees Retirement System (OPERS)
58
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.09M -$2M -40,664 -28%
AIM
59
abrdn Investment Management
United Kingdom
$4.98M -$125K -2,539 -2%
Deutsche Bank
60
Deutsche Bank
Germany
$4.71M -$1.46M -29,760 -24%
RA
61
Royce & Associates
New York
$4.58M -$8.57M -174,000 -65%
Prudential Financial
62
Prudential Financial
New Jersey
$4.46M +$3.47M +70,400 +347%
Public Sector Pension Investment Board (PSP Investments)
63
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.72M +$3.72M +75,500 New
SGAM
64
Smith Group Asset Management
Texas
$3.62M +$2.67M +54,193 +279%
AllianceBernstein
65
AllianceBernstein
Tennessee
$3.21M +$34.5K +701 +1%
EWM
66
Evercore Wealth Management
New York
$3.12M -$148K -3,000 -5%
UBS AM
67
UBS AM
Illinois
$2.97M -$659K -13,391 -18%
NIP
68
Nicholas Investment Partners
California
$2.88M +$2.88M +58,442 New
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$2.87M -$315K -6,399 -10%
BG
70
BlackRock Group
United Kingdom
$2.87M +$1.74M +35,306 +154%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$2.8M +$88.5K +1,797 +3%
TA
72
Teachers Advisors
New York
$2.65M +$74K +1,504 +3%
AI
73
Axiom Investors
Connecticut
$2.49M +$2.49M +50,500 New
Jacobs Levy Equity Management
74
Jacobs Levy Equity Management
New Jersey
$2.48M +$2.48M +50,420 New
UOC
75
UBS O'Connor
Illinois
$2.48M -$8.97M -182,253 -78%
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