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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 %
State of Tennessee, Department of Treasury
101
State of Tennessee, Department of Treasury
Tennessee
$1.96M +$102K +1,700 +5%
MIU
102
Man Investments (UK)
United Kingdom
$1.91M +$1.91M +31,921 New
GAM
103
Gotham Asset Management
New York
$1.9M +$446K +7,457 +31%
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$1.82M +$305K +5,101 +20%
RFC
105
Russell Frank Company
Washington
$1.78M -$732K -12,310 -29%
EIM
106
Essex Investment Management
Massachusetts
$1.78M +$67.8K +1,134 +4%
Citadel Advisors
107
Citadel Advisors
Florida
$1.74M +$460K +7,690 +36%
OSAM
108
O'Shaughnessy Asset Management
Connecticut
$1.66M -$435K -7,299 -21%
CIA
109
Capital Impact Advisors
Massachusetts
$1.64M +$1.64M +27,506 New
AIG
110
American International Group
New York
$1.61M +$19.7K +329 +1%
DC
111
Deere & Company
Illinois
$1.6M -$82.2K -1,374 -5%
CCMH
112
Cornerstone Capital Management Holdings
New York
$1.58M +$1.58M +26,500 New
ASRS
113
Arizona State Retirement System
Arizona
$1.56M -$114K -1,900 -7%
MLICM
114
Metropolitan Life Insurance Company (MetLife)
New York
$1.52M +$46.5K +778 +3%
Swiss National Bank
115
Swiss National Bank
Switzerland
$1.44M – – –
USGIU
116
U.S. Global Investors (USGI)
Texas
$1.37M -$216K -3,620 -14%
UGIF
117
US Global Investors Funds
Maine
$1.37M +$1.37M +23,000 New
SO
118
STRS Ohio
Ohio
$1.36M -$341K -5,700 -20%
BA
119
Boston Advisors
Massachusetts
$1.35M +$54.8K +916 +4%
BHTS
120
Bar Harbor Trust Services
Maine
$1.32M +$74.7K +1,250 +6%
BA
121
BlackRock Advisors
Delaware
$1.22M -$197K -3,294 -14%
EMG
122
Ellington Management Group
Connecticut
$1.21M +$1.21M +20,200 New
Deutsche Bank
123
Deutsche Bank
Germany
$1.19M -$4.53M -75,865 -79%
Barclays
124
Barclays
United Kingdom
$1.15M -$580K -9,827 -34%
KCM
125
Kames Capital Management
United Kingdom
$1.05M +$1.05M +17,559 New
3 4
5
6 7