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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 %
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$8.97M +$113K +1,896 +1%
Charles Schwab
52
Charles Schwab
California
$8.9M +$191K +3,188 +2%
RA
53
Rational Advisors
New York
$8.67M – – –
Goldman Sachs
54
Goldman Sachs
New York
$8.2M +$6.35M +106,150 +342%
Prudential Financial
55
Prudential Financial
New Jersey
$7.69M +$2.27M +37,900 +42%
JPC
56
Jabodon PT Co
Nevada
$6.7M +$6.7M +112,000 New
Jacobs Levy Equity Management
57
Jacobs Levy Equity Management
New Jersey
$6.56M +$3.55M +59,350 +118%
First Trust Advisors
58
First Trust Advisors
Illinois
$6.36M +$6.36M +106,410 New
BIM
59
BlackRock Investment Management
Delaware
$6.27M -$68.4K -1,144 -1%
U
60
UBS
Switzerland
$6.04M +$4.51M +75,364 +293%
Acadian Asset Management
61
Acadian Asset Management
Massachusetts
$5.83M +$4.94M +82,592 +551%
Capital Fund Management (CFM)
62
Capital Fund Management (CFM)
France
$5.74M -$2.05M -34,247 -26%
BCM
63
BlueMar Capital Management
Florida
$5.71M +$5.71M +95,549 New
California Public Employees Retirement System
64
California Public Employees Retirement System
California
$5.02M +$1.99M +32,863 +66%
BLM
65
Bennett Lawrence Management
New York
$4.99M +$3.01M +50,350 +152%
AIMCA
66
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.95M -$4.19M -70,025 -46%
CCM
67
Cadence Capital Management
Massachusetts
$4.95M -$3.27M -54,661 -40%
EAM
68
Eagle Asset Management
Florida
$4.8M -$8.9M -148,897 -65%
Public Sector Pension Investment Board (PSP Investments)
69
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.78M +$263K +4,400 +6%
ICRM
70
Insight Capital Research & Management
California
$4.65M +$4.65M +77,701 New
SGAM
71
Smith Group Asset Management
Texas
$4.38M -$24.9K -416 -0.6%
Thrivent Financial for Lutherans
72
Thrivent Financial for Lutherans
Minnesota
$4.21M +$3.54M +59,200 +524%
AllianceBernstein
73
AllianceBernstein
Tennessee
$3.89M – – –
NIP
74
Nicholas Investment Partners
California
$3.79M +$298K +4,984 +9%
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$3.79M +$1.78M +29,731 +88%
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