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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 %
Ohio Public Employees Retirement System (OPERS)
101
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.97M -$309K -5,590 -14%
TPSF
102
Texas Permanent School Fund
Texas
$1.94M +$27.6K +499 +1%
Comerica Bank
103
Comerica Bank
Texas
$1.92M +$34K +615 +2%
State Board of Administration of Florida Retirement System
104
State Board of Administration of Florida Retirement System
Florida
$1.9M -$93.5K -1,693 -5%
FCI
105
Financial Counselors Inc
Kansas
$1.87M +$955K +17,289 +104%
ProShare Advisors
106
ProShare Advisors
Maryland
$1.81M +$1.81M +32,762 New
Swiss National Bank
107
Swiss National Bank
Switzerland
$1.77M +$448K +8,100 +34%
PPA
108
Parametric Portfolio Associates
Washington
$1.69M -$200K -3,616 -11%
EIM
109
Essex Investment Management
Massachusetts
$1.65M +$11.9K +215 +0.7%
State of Tennessee, Department of Treasury
110
State of Tennessee, Department of Treasury
Tennessee
$1.64M -$171K -3,100 -9%
TRSOTSOK
111
Teachers Retirement System of the State of Kentucky
Kentucky
$1.57M +$867K +15,690 +123%
JPMorgan Chase & Co
112
JPMorgan Chase & Co
New York
$1.53M -$1.97M -35,598 -56%
CIA
113
Capital Impact Advisors
Massachusetts
$1.52M – – –
AIG
114
American International Group
New York
$1.5M +$17.7K +320 +1%
RFC
115
Russell Frank Company
Washington
$1.44M -$131K -2,501 -8%
MLICM
116
Metropolitan Life Insurance Company (MetLife)
New York
$1.41M – – –
ASRS
117
Arizona State Retirement System
Arizona
$1.37M -$71.8K -1,300 -5%
WMSA
118
Weiss Multi-Strategy Advisers
New York
$1.32M +$589K +10,660 +81%
BA
119
Boston Advisors
Massachusetts
$1.28M +$33.1K +600 +3%
USGIU
120
U.S. Global Investors (USGI)
Texas
$1.27M – – –
SO
121
STRS Ohio
Ohio
$1.23M -$27.6K -500 -2%
STC
122
SEI Trust Company
Pennsylvania
$1.22M -$915K -16,568 -43%
BHTS
123
Bar Harbor Trust Services
Maine
$1.22M – – –
BA
124
BlackRock Advisors
Delaware
$1.19M +$61.1K +1,106 +5%
WSCM
125
Wellington Shields Capital Management
New York
$1.11M +$1.11M +20,000 New
3 4
5
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