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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 %
CAM
126
Capstone Asset Management
Texas
$1.05M +$185K +3,090 +21%
Citigroup
127
Citigroup
New York
$1.04M +$632K +10,562 +154%
FSA
128
Franklin Street Advisors
North Carolina
$1M – – –
FCI
129
Financial Counselors Inc
Kansas
$991K +$991K +16,585 New
RJA
130
Raymond James & Associates
Florida
$981K +$71K +1,188 +8%
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$981K +$547K +9,153 +126%
LSERS
132
Louisiana State Employees Retirement System
Louisiana
$909K +$909K +15,200 New
PGCM
133
Prescott Group Capital Management
Oklahoma
$897K – – –
New York State Teachers Retirement System (NYSTRS)
134
New York State Teachers Retirement System (NYSTRS)
New York
$891K -$59.8K -1,000 -6%
TC
135
TFS Capital
Pennsylvania
$879K +$341K +5,706 +63%
NTCOC
136
Northern Trust Company of Connecticut
Connecticut
$838K -$1.26M -21,085 -60%
MAM
137
Mastrapasqua Asset Management
Tennessee
$827K +$172K +2,880 +26%
WMSA
138
Weiss Multi-Strategy Advisers
New York
$787K +$787K +13,170 New
US Bancorp
139
US Bancorp
Minnesota
$784K +$153K +2,561 +24%
TRSOTSOK
140
Teachers Retirement System of the State of Kentucky
Kentucky
$765K -$59.8K -1,000 -7%
AIS
141
AlphaOne Investment Services
Pennsylvania
$756K -$35.9K -600 -5%
EWM
142
Evercore Wealth Management
New York
$712K -$3.08M -51,500 -81%
SSWM
143
Sheets Smith Wealth Management
North Carolina
$699K +$42.6K +713 +6%
PA
144
Profund Advisors
Maryland
$682K -$209K -3,490 -23%
MCM
145
Munder Capital Management
Michigan
$615K -$158K -2,650 -20%
FM
146
Forward Management
California
$598K – – –
SCM
147
Stevens Capital Management
Pennsylvania
$569K -$1.59M -26,550 -74%
Federated Hermes
148
Federated Hermes
Pennsylvania
$552K +$552K +9,233 New
ZIM
149
Zacks Investment Management
Illinois
$540K +$540K +9,034 New
PI
150
PineBridge Investments
New York
$538K +$326K +5,460 +154%
4 5
6
7 8