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Evercore
EVR

Overview Fund Activity

213 hedge funds and large institutions have $2.32B invested in Evercore in 2014 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 90 increasing their positions, 54 reducing their positions, and 28 closing their positions.

Holders
213
Holders Change
+16
Holders Change %
+8.12%
% of All Funds
6.18%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
45
Increased
90
Reduced
54
Closed
28
Calls
$1.72M
Puts
$2.13M
Net Calls
-$413K
Net Calls Change
-$2.81M

Top Buyers

1
AIM
1
abrdn Investment Management
United Kingdom
$72.3M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$31.6M
3
IIM
3
Ivory Investment Management
New York
$24.5M
4
PIM
4
Perkins Investment Management
Illinois
$18.6M
5
Millennium Management
5
Millennium Management
New York
$32.5M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$8.35M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$59.9M
3
Luther King Capital Management (LKCM)
3
Luther King Capital Management (LKCM)
Texas
$0
4
SAM
4
Skyline Asset Management
Illinois
$0
5
CRM
5
Cramer Rosenthal McGlynn
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RhumbLine Advisers
101
RhumbLine Advisers
Massachusetts
$1.84M +$54.5K +1,160 +3%
ERSOT
102
Employees Retirement System of Texas
Texas
$1.83M – – –
GC
103
Guggenheim Capital
Illinois
$1.82M -$1.95M -41,426 -52%
AQR Capital Management
104
AQR Capital Management
Connecticut
$1.81M -$414K -8,800 -19%
LPL Financial
105
LPL Financial
California
$1.75M +$55.9K +1,217 +3%
Comerica Bank
106
Comerica Bank
Texas
$1.7M +$79.9K +1,700 +5%
Ohio Public Employees Retirement System (OPERS)
107
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.68M – – –
Swiss National Bank
108
Swiss National Bank
Switzerland
$1.61M -$23.5K -500 -1%
TPSF
109
Texas Permanent School Fund
Texas
$1.55M -$109K -2,325 -7%
SDIC
110
South Dakota Investment Council
South Dakota
$1.5M +$1.5M +31,800 New
AI
111
Axiom Investors
Connecticut
$1.47M -$403K -8,570 -21%
State Board of Administration of Florida Retirement System
112
State Board of Administration of Florida Retirement System
Florida
$1.45M -$189K -4,030 -12%
CCIA
113
Campbell & Co Investment Adviser
Maryland
$1.43M +$1.43M +30,356 New
D.E. Shaw & Co
114
D.E. Shaw & Co
New York
$1.42M +$1.42M +30,230 New
State of Tennessee, Department of Treasury
115
State of Tennessee, Department of Treasury
Tennessee
$1.41M -$6.48M -137,800 -82%
TRSOTSOK
116
Teachers Retirement System of the State of Kentucky
Kentucky
$1.37M +$76.6K +1,630 +6%
Tudor Investment Corp
117
Tudor Investment Corp
Connecticut
$1.28M +$1.28M +27,145 New
AIG
118
American International Group
New York
$1.26M -$36.7K -781 -3%
QSS
119
Quantitative Systematic Strategies
Florida
$1.26M +$1.26M +26,932 New
GAM
120
Gotham Asset Management
New York
$1.21M +$197K +4,197 +19%
MLICM
121
Metropolitan Life Insurance Company (MetLife)
New York
$1.2M – – –
ASRS
122
Arizona State Retirement System
Arizona
$1.18M +$4.7K +100 +0.4%
EIM
123
Essex Investment Management
Massachusetts
$1.17M -$56.7K -1,207 -5%
PPA
124
Parametric Portfolio Associates
Washington
$1.1M -$321K -6,819 -23%
FCI
125
Financial Counselors Inc
Kansas
$1.1M +$32.4K +690 +3%
3 4
5
6 7