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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 %
FLPIM
51
F.L. Putnam Investment Management
Massachusetts
$8.95M -$225K -4,075 -2%
HNB
52
Huntington National Bank
Ohio
$8.56M +$8.56M +155,000 New
Renaissance Technologies
53
Renaissance Technologies
New York
$8.26M -$3.74M -67,760 -31%
Prudential Financial
54
Prudential Financial
New Jersey
$8M +$892K +16,150 +13%
Charles Schwab
55
Charles Schwab
California
$7.47M -$757K -13,702 -9%
ICRM
56
Insight Capital Research & Management
California
$6.63M +$2.34M +42,310 +54%
JPC
57
Jabodon PT Co
Nevada
$6.19M – – –
First Trust Advisors
58
First Trust Advisors
Illinois
$6.04M +$162K +2,926 +3%
Goldman Sachs
59
Goldman Sachs
New York
$6.03M -$1.55M -28,062 -20%
BIM
60
BlackRock Investment Management
Delaware
$5.89M +$99.5K +1,801 +2%
CCM
61
Cadence Capital Management
Massachusetts
$5.85M +$1.28M +23,166 +28%
UOC
62
UBS O'Connor
Illinois
$5.84M +$5.84M +105,637 New
U
63
UBS
Switzerland
$5.74M +$156K +2,820 +3%
Jacobs Levy Equity Management
64
Jacobs Levy Equity Management
New Jersey
$5.54M -$520K -9,420 -9%
1832 Asset Management
65
1832 Asset Management
Ontario, Canada
$5.2M +$5.2M +97,113 New
BLM
66
Bennett Lawrence Management
New York
$4.84M +$228K +4,125 +5%
Norges Bank
67
Norges Bank
Norway
$4.49M +$4.49M +81,300 New
BCM
68
BlueMar Capital Management
Florida
$4.45M -$834K -15,100 -16%
MPAM
69
Monarch Partners Asset Management
Massachusetts
$4.41M +$4.41M +79,832 New
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$4.06M +$160K +2,900 +4%
NFA
71
Nationwide Fund Advisors
Ohio
$4.03M +$1.19M +21,531 +42%
SGAM
72
Smith Group Asset Management
Texas
$4M -$48.5K -878 -1%
Public Sector Pension Investment Board (PSP Investments)
73
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.87M -$541K -9,800 -12%
EAM
74
Eagle Asset Management
Florida
$3.85M -$581K -10,523 -13%
Macquarie Group
75
Macquarie Group
Australia
$3.79M +$990K +17,925 +35%
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