EVR icon

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.

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

Top Sellers

1
Jennison Associates
Jennison Associates
New York
$8.35M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$59.9M
3
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$0
4
SAM
Skyline Asset Management
Illinois
$0
5
CRM
Cramer Rosenthal McGlynn
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
126
Prelude Capital Management
New York
$1.07M +$1.06M +22,650 +11,325%
Stifel Financial
127
Stifel Financial
Missouri
$1.05M +$597K +12,701 +133%
SFP
128
Santa Fe Partners
New Mexico
$1.02M +$1.02M +21,601 New
TI
129
Turner Investments
Pennsylvania
$1.01M -$5.59M -118,960 -85%
CAM
130
Capstone Asset Management
Texas
$1.01M +$9.41K +200 +0.9%
BA
131
Boston Advisors
Massachusetts
$957K -$108K -2,300 -10%
GCP
132
GSA Capital Partners
United Kingdom
$903K +$355K +7,562 +65%
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$879K +$59.3K +1,259 +7%
AL
134
Airain Ltd
Guernsey
$857K +$857K +18,240 New
Two Sigma Advisers
135
Two Sigma Advisers
New York
$851K +$851K +18,103 New
VRS
136
Virginia Retirement Systems
Virginia
$804K +$578K +12,300 +256%
HT
137
HAP Trading
New York
$804K +$804K +17,100 New
BlackRock
138
BlackRock
New York
$802K +$756K +16,102 +1,660%
LSERS
139
Louisiana State Employees Retirement System
Louisiana
$785K +$23.5K +500 +3%
KCM
140
Kames Capital Management
United Kingdom
$748K – – –
New York State Teachers Retirement System (NYSTRS)
141
New York State Teachers Retirement System (NYSTRS)
New York
$719K +$4.7K +100 +0.7%
Robeco Institutional Asset Management
142
Robeco Institutional Asset Management
Netherlands
$705K – – –
Citigroup
143
Citigroup
New York
$702K +$305K +6,486 +77%
AC
144
Alexandria Capital
Virginia
$695K – – –
GC
145
Globeflex Capital
California
$675K -$228K -4,847 -25%
Acadian Asset Management
146
Acadian Asset Management
Massachusetts
$667K +$667K +14,192 New
ProShare Advisors
147
ProShare Advisors
Maryland
$661K -$162K -3,439 -20%
SCM
148
Stevens Capital Management
Pennsylvania
$656K +$656K +13,950 New
STC
149
SEI Trust Company
Pennsylvania
$651K +$209K +4,440 +47%
Nomura Holdings
150
Nomura Holdings
Japan
$639K +$639K +13,600 New
4 5
6
7 8