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Evercore
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Overview Fund Activity

203 hedge funds and large institutions have $1.72B invested in Evercore in 2015 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 89 increasing their positions, 63 reducing their positions, and 20 closing their positions.

Holders
203
Holders Change
+8
Holders Change %
+4.1%
% of All Funds
5.41%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
31
Increased
89
Reduced
63
Closed
20
Calls
$1.12M
Puts
$868K
Net Calls
+$252K
Net Calls Change
+$364K

Top Buyers

1
Calamos Advisors
1
Calamos Advisors
Illinois
$27.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$33.3M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$22.7M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$22.8M
5
Wells Fargo
5
Wells Fargo
California
$51M

Top Sellers

1
ACM
1
Americafirst Capital Management
California
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$17M
3
Citadel Advisors
3
Citadel Advisors
Florida
$12.1M
4
Millennium Management
4
Millennium Management
New York
$46.3M
5
JCM
5
Junto Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MPAM
51
Monarch Partners Asset Management
Massachusetts
$8.37M 162,045 +9,275 +6%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$8.15M 157,789 +12,700 +9%
CCM
53
Copeland Capital Management
Pennsylvania
$7.75M 149,932 +33,433 +29%
RIM
54
Rainier Investment Management
Washington
$7.55M 146,200 +15,890 +12%
LI
55
LMCG Investments
Massachusetts
$7.55M 146,200 +146,200 New
FAM
56
Fred Alger Management
New York
$6.65M 128,622 -31,168 -20%
RFC
57
Russell Frank Company
Washington
$6.6M 127,825 -118 -0.1%
RA
58
Rational Advisors
New York
$6.51M 126,000 -14,000 -10%
Nuveen Asset Management
59
Nuveen Asset Management
Illinois
$6.41M 123,975 -6,977 -5%
BG
60
BlackRock Group
United Kingdom
$5.67M 109,822 +1,724 +2%
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$5.63M 112,563 – –
DCM
62
Dupont Capital Management
Delaware
$5.19M 100,480 +100,480 New
BG
63
Bahl & Gaynor
Ohio
$5.19M 100,474 +52,729 +110%
Charles Schwab
64
Charles Schwab
California
$5.18M 100,297 +4,816 +5%
PCM
65
Penn Capital Management
Pennsylvania
$4.96M 96,098 -14,901 -13%
AP
66
AHL Partners
United Kingdom
$4.85M 93,847 +40,080 +75%
WI
67
WBI Investments
New Jersey
$4.81M 93,123 -7,905 -8%
BIM
68
BlackRock Investment Management
Delaware
$4.74M 91,714 -18,054 -16%
Prudential Financial
69
Prudential Financial
New Jersey
$4.28M 82,919 +2,600 +3%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$4.16M 80,524 +844 +1%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$4.07M 78,800 -16,972 -18%
QI
72
QS Investors
New York
$3.98M 77,038 – –
Goldman Sachs
73
Goldman Sachs
New York
$3.87M 74,945 +5,945 +9%
Jacobs Levy Equity Management
74
Jacobs Levy Equity Management
New Jersey
$3.78M 73,179 -340 -0.5%
DIA
75
Denver Investment Advisors
Colorado
$3.78M 73,134 +3,430 +5%
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