EVR icon

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
1
Weatherbie Capital
Massachusetts
$14.5M
2
HJMC
2
Hellman Jordan Management Company
Massachusetts
$13.5M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$114M
4
Jennison Associates
4
Jennison Associates
New York
$84.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$11.2M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$149M
2
PIM
2
Perkins Investment Management
Illinois
$0
3
SFM
3
Systematic Financial Management
New Jersey
$0
4
CRM
4
Cramer Rosenthal McGlynn
Connecticut
$20.2M
5
EMFAT
5
Emerald Mutual Fund Advisers Trust
Pennsylvania
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
76
AllianceBernstein
Tennessee
$3.6M – – –
California Public Employees Retirement System
77
California Public Employees Retirement System
California
$3.55M -$840K -15,881 -19%
SCM
78
Stevens Capital Management
Pennsylvania
$3.48M +$2.95M +53,450 +561%
UBS AM
79
UBS AM
Illinois
$3.35M +$72.8K +1,318 +2%
1CM
80
1492 Capital Management
Wisconsin
$3.31M +$3.31M +59,862 New
TA
81
Teachers Advisors
New York
$3.3M +$39.8K +720 +1%
California State Teachers Retirement System (CalSTRS)
82
California State Teachers Retirement System (CalSTRS)
California
$3.18M +$11.1K +200 +0.3%
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$3.04M -$260K -4,709 -8%
MSA
84
Mason Street Advisors
Wisconsin
$3M +$2.71M +49,088 +941%
Acadian Asset Management
85
Acadian Asset Management
Massachusetts
$2.81M -$2.59M -46,793 -48%
DIA
86
Denver Investment Advisors
Colorado
$2.71M +$672K +12,158 +33%
CAM
87
CG Asset Management
New York
$2.67M -$111K -2,000 -4%
BG
88
BlackRock Group
United Kingdom
$2.57M -$244K -4,421 -9%
VOYA Investment Management
89
VOYA Investment Management
Georgia
$2.41M -$387K -7,001 -14%
AQR Capital Management
90
AQR Capital Management
Connecticut
$2.39M +$49.7K +900 +2%
GAM
91
Gotham Asset Management
New York
$2.27M +$519K +9,401 +30%
CS
92
Credit Suisse
Switzerland
$2.22M -$1M -18,193 -31%
AI
93
Axiom Investors
Connecticut
$2.22M -$818K -14,800 -27%
RhumbLine Advisers
94
RhumbLine Advisers
Massachusetts
$2.21M -$77.3K -1,400 -3%
ERSOT
95
Employees Retirement System of Texas
Texas
$2.16M +$2.16M +39,000 New
Capital Fund Management (CFM)
96
Capital Fund Management (CFM)
France
$2.1M -$3.21M -58,068 -60%
LPL Financial
97
LPL Financial
California
$2.09M -$476K -8,613 -19%
NIP
98
Nicholas Investment Partners
California
$2M -$1.51M -27,278 -43%
GC
99
Guggenheim Capital
Illinois
$1.98M -$187K -3,384 -9%
Deutsche Bank
100
Deutsche Bank
Germany
$1.98M +$879K +15,914 +80%
2 3
4
5 6