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Evercore
EVR

Overview Fund Activity

178 hedge funds and large institutions have $1.44B invested in Evercore in 2013 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 69 increasing their positions, 56 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+23
Holders Change %
+14.84%
% of All Funds
5.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
46
Increased
69
Reduced
56
Closed
21
Calls
$4.32M
Puts
$4.28M
Net Calls
+$42K
Net Calls Change
+$294K

Top Buyers

1
BFA
BlackRock Fund Advisors
California
$82.3M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$50.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$124M
4
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$12.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
$84.5M

Top Sellers

1
SFM
Systematic Financial Management
New Jersey
$36.6M
2
Citadel Advisors
Citadel Advisors
Florida
$1.06M
3
Goldman Sachs
Goldman Sachs
New York
$1.53M
4
RIM
Rainier Investment Management
Washington
$49.4M
5
PRCM
Pine River Capital Management
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TRSOTSOK
126
Teachers Retirement System of the State of Kentucky
Kentucky
$679K +$679K +13,800 New
AIS
127
AlphaOne Investment Services
Pennsylvania
$652K – – –
MCM
128
Munder Capital Management
Michigan
$637K -$36.9K -750 -5%
Thrivent Financial for Lutherans
129
Thrivent Financial for Lutherans
Minnesota
$556K +$556K +11,300 New
SSWM
130
Sheets Smith Wealth Management
North Carolina
$541K +$541K +10,980 New
MAM
131
Mastrapasqua Asset Management
Tennessee
$540K +$70.9K +1,440 +15%
US Bancorp
132
US Bancorp
Minnesota
$519K +$56.1K +1,139 +12%
BIM
133
Bogle Investment Management
Massachusetts
$517K -$1.62M -32,900 -76%
PAM
134
Paradigm Asset Management
New York
$514K -$332K -6,750 -39%
FM
135
Forward Management
California
$492K +$246K +5,000 +100%
TC
136
TFS Capital
Pennsylvania
$443K +$113K +2,295 +34%
BNP Paribas Financial Markets
137
BNP Paribas Financial Markets
France
$431K -$119K -2,423 -22%
RFC
138
Regions Financial Corp
Alabama
$423K -$193K -3,924 -31%
ONB
139
Old National Bancorp
Indiana
$377K +$38.7K +788 +11%
Nomura Holdings
140
Nomura Holdings
Japan
$372K +$372K +7,583 New
IPC
141
Independent Portfolio Consultants
Florida
$365K +$11.8K +240 +3%
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$358K +$308K +6,235 +611%
BHA
143
Beech Hill Advisors
New York
$357K +$357K +7,250 New
Citigroup
144
Citigroup
New York
$338K -$127K -2,580 -27%
NCCM
145
Nine Chapters Capital Management
New Jersey
$325K +$325K +6,600 New
Janney Montgomery Scott
146
Janney Montgomery Scott
Pennsylvania
$324K +$324K +6,575 New
JMH
147
J.M. Hartwell
New York
$304K +$304K +6,175 New
Wellington Management Group
148
Wellington Management Group
Massachusetts
$281K +$281K +5,700 New
SG Americas Securities
149
SG Americas Securities
New York
$279K +$49.5K +1,005 +22%
PI
150
Placemark Investments
Illinois
$262K +$262K +5,328 New
4 5
6
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