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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.

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 %
American Century Companies
51
American Century Companies
Missouri
$9.07M +$881K +18,739 +11%
EMFAT
52
Emerald Mutual Fund Advisers Trust
Pennsylvania
$9.03M -$353K -7,500 -4%
EA
53
Emerald Advisers
Pennsylvania
$9M +$880K +18,733 +11%
Jennison Associates
54
Jennison Associates
New York
$8.35M -$69.6M -1,480,645 -89%
IMIM
55
Irving Magee Investment Management
Pennsylvania
$8.08M – – –
HNB
56
Huntington National Bank
Ohio
$7.66M +$1.41K +30 +0%
U
57
UBS
Switzerland
$7.66M -$1.98M -42,089 -21%
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$7.01M +$5.36M +114,132 +325%
PAM
59
Panagora Asset Management
Massachusetts
$6.97M -$537K -11,419 -7%
UOC
60
UBS O'Connor
Illinois
$6.64M +$6.64M +141,306 New
Goldman Sachs
61
Goldman Sachs
New York
$6.35M +$2.73M +58,026 +75%
Bank of America
62
Bank of America
North Carolina
$6.21M +$5.32M +113,219 +599%
CS
63
Credit Suisse
Switzerland
$6.06M +$3.63M +77,274 +149%
Two Sigma Investments
64
Two Sigma Investments
New York
$6M +$6M +127,589 New
FLPIM
65
F.L. Putnam Investment Management
Massachusetts
$5.45M -$1.95M -41,502 -26%
BG
66
BlackRock Group
United Kingdom
$5.45M +$1.7M +36,269 +46%
California Public Employees Retirement System
67
California Public Employees Retirement System
California
$5.27M +$1.95M +41,421 +59%
JPC
68
Jabodon PT Co
Nevada
$5.26M – – –
BIM
69
BlackRock Investment Management
Delaware
$5.22M +$79.9K +1,701 +2%
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$4.69M +$18.8K +400 +0.4%
WI
71
WBI Investments
New Jersey
$4.48M +$4.48M +95,364 New
Arrowstreet Capital
72
Arrowstreet Capital
Massachusetts
$4.43M +$4.43M +94,213 New
Charles Schwab
73
Charles Schwab
California
$4.4M +$104K +2,217 +2%
First Trust Advisors
74
First Trust Advisors
Illinois
$4.36M +$409K +8,704 +10%
Prudential Financial
75
Prudential Financial
New Jersey
$4.11M +$242K +5,151 +6%
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