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Evercore
EVR

Overview Fund Activity

197 hedge funds and large institutions have $1.86B invested in Evercore in 2014 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 84 increasing their positions, 66 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
-12
Holders Change %
-5.74%
% of All Funds
5.67%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
21
Increased
84
Reduced
66
Closed
33
Calls
$3.78M
Puts
$1.38M
Net Calls
+$2.39M
Net Calls Change
+$2.3M

Top Buyers

1
AIM
abrdn Investment Management
United Kingdom
$45.1M
2
FAM
Fred Alger Management
New York
$21.7M
3
Wells Fargo
Wells Fargo
California
$34.1M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$11M
5
Norges Bank
Norges Bank
Norway
$14.7M

Top Sellers

1
SB
Suntrust Banks
Georgia
$3.36M
2
RIM
Rainier Investment Management
Washington
$0
3
PRCM
Pine River Capital Management
Minnesota
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$142M
5
BFA
BlackRock Fund Advisors
California
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
126
Kames Capital Management
United Kingdom
$916K -$95.5K -1,658 -9%
New York State Teachers Retirement System (NYSTRS)
127
New York State Teachers Retirement System (NYSTRS)
New York
$876K – – –
PGCM
128
Prescott Group Capital Management
Oklahoma
$865K – – –
Robeco Institutional Asset Management
129
Robeco Institutional Asset Management
Netherlands
$865K +$865K +15,000 New
AC
130
Alexandria Capital
Virginia
$853K +$61K +1,058 +8%
HCM
131
Highbridge Capital Management
New York
$813K +$813K +14,099 New
Capital Fund Management (CFM)
132
Capital Fund Management (CFM)
France
$772K -$1.41M -24,532 -65%
Calamos Advisors
133
Calamos Advisors
Illinois
$715K – – –
EWM
134
Evercore Wealth Management
New York
$686K – – –
FCBT
135
First Citizens Bank & Trust
North Carolina
$685K +$685K +11,879 New
GCP
136
GSA Capital Partners
United Kingdom
$672K +$672K +11,655 New
Renaissance Technologies
137
Renaissance Technologies
New York
$611K -$8.01M -138,940 -93%
AA
138
ALPS Advisors
Colorado
$597K +$15.2K +264 +3%
FM
139
Forward Management
California
$576K – – –
MCM
140
Maltese Capital Management
New York
$576K +$576K +10,000 New
MCM
141
Munder Capital Management
Michigan
$566K -$14.4K -250 -2%
Stifel Financial
142
Stifel Financial
Missouri
$551K +$57.6K +999 +12%
US Bancorp
143
US Bancorp
Minnesota
$544K -$143K -2,486 -21%
STC
144
SEI Trust Company
Pennsylvania
$543K -$731K -12,670 -57%
MERSOM
145
Municipal Employees' Retirement System of Michigan
Michigan
$496K +$34.6K +600 +8%
PA
146
Profund Advisors
Maryland
$488K -$9.17K -159 -2%
Citigroup
147
Citigroup
New York
$487K -$486K -8,432 -50%
FA
148
FDx Advisors
Illinois
$469K +$14.9K +259 +3%
IPC
149
Independent Portfolio Consultants
Florida
$447K +$20.2K +350 +5%
CLOS
150
Compagnie Lombard Odier SCmA
Switzerland
$433K +$433K +7,520 New
4 5
6
7 8