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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 %
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$3.58M +$87.6K +1,465 +3%
UBS AM
77
UBS AM
Illinois
$3.55M -$64.3K -1,075 -2%
TA
78
Teachers Advisors
New York
$3.53M +$304K +5,080 +9%
CS
79
Credit Suisse
Switzerland
$3.49M +$2.27M +37,952 +186%
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$3.43M +$23.9K +400 +0.7%
AI
81
Axiom Investors
Connecticut
$3.28M +$263K +4,400 +9%
NFA
82
Nationwide Fund Advisors
Ohio
$3.07M +$66.9K +1,119 +2%
BG
83
BlackRock Group
United Kingdom
$3.04M -$441K -7,384 -13%
VOYA Investment Management
84
VOYA Investment Management
Georgia
$3.03M +$864K +14,460 +40%
Macquarie Group
85
Macquarie Group
Australia
$3.03M +$284K +4,750 +10%
CAM
86
CG Asset Management
New York
$3M +$3M +50,230 New
LPL Financial
87
LPL Financial
California
$2.77M +$114K +1,903 +4%
AQR Capital Management
88
AQR Capital Management
Connecticut
$2.53M +$8.97K +150 +0.4%
RhumbLine Advisers
89
RhumbLine Advisers
Massachusetts
$2.48M +$91.4K +1,530 +4%
Ohio Public Employees Retirement System (OPERS)
90
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.47M -$3.71M -62,046 -60%
Schroder Investment Management Group
91
Schroder Investment Management Group
United Kingdom
$2.42M +$2.42M +40,500 New
GC
92
Guggenheim Capital
Illinois
$2.34M +$1.43M +23,893 +156%
STC
93
SEI Trust Company
Pennsylvania
$2.31M -$146K -2,445 -6%
Bank of America
94
Bank of America
North Carolina
$2.29M +$761K +12,722 +50%
GACM
95
Green Arrow Capital Management
New York
$2.28M +$2.28M +38,110 New
BIM
96
Bogle Investment Management
Massachusetts
$2.2M +$1.57M +26,227 +250%
State Board of Administration of Florida Retirement System
97
State Board of Administration of Florida Retirement System
Florida
$2.16M -$82.8K -1,386 -4%
TPSF
98
Texas Permanent School Fund
Texas
$2.06M +$78.6K +1,314 +4%
Comerica Bank
99
Comerica Bank
Texas
$2.05M -$89.3K -1,494 -4%
PPA
100
Parametric Portfolio Associates
Washington
$2.04M -$559K -9,356 -21%
2 3
4
5 6