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Evercore
EVR

Overview Fund Activity

195 hedge funds and large institutions have $3.94B invested in Evercore in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 90 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
-18
Holders Change %
-8.45%
% of All Funds
5.2%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
28
Increased
63
Reduced
90
Closed
42
Calls
$1.73M
Puts
$1.85M
Net Calls
-$112K
Net Calls Change
+$301K

Top Buyers

1
ACM
Americafirst Capital Management
California
$2.24B
2
AIM
abrdn Investment Management
United Kingdom
$166M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$47M
4
Millennium Management
Millennium Management
New York
$62.7M
5
BFA
BlackRock Fund Advisors
California
$110M

Top Sellers

1
ACM
Apex Capital Management
Ohio
$0
2
PCM
Penn Capital Management
Pennsylvania
$5.81M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$46.3M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$25.9M
5
HNB
Huntington National Bank
Ohio
$2K
Name Holding Trade Value Shares
Change 		Shares
Change %
Capital Fund Management (CFM)
126
Capital Fund Management (CFM)
France
$916K +$916K +17,496 New
LSERS
127
Louisiana State Employees Retirement System
Louisiana
$859K -$15.7K -300 -2%
CAM
128
Capstone Asset Management
Texas
$855K -$271K -5,170 -24%
KCM
129
Kames Capital Management
United Kingdom
$833K – – –
EWM
130
Evercore Wealth Management
New York
$813K +$180K +3,430 +28%
AC
131
Alexandria Capital
Virginia
$775K – – –
WA
132
Whitebox Advisors
Minnesota
$773K +$773K +14,766 New
TI
133
Turner Investments
Pennsylvania
$720K -$410K -7,830 -36%
BA
134
Boston Advisors
Massachusetts
$720K -$346K -6,611 -32%
Tudor Investment Corp
135
Tudor Investment Corp
Connecticut
$691K -$730K -13,947 -51%
BlackRock
136
BlackRock
New York
$690K -$203K -3,888 -23%
Calamos Advisors
137
Calamos Advisors
Illinois
$649K – – –
SEI Investments
138
SEI Investments
Pennsylvania
$632K +$632K +12,067 New
QSS
139
Quantitative Systematic Strategies
Florida
$552K -$868K -16,460 -61%
AA
140
ALPS Advisors
Colorado
$548K -$73.4K -1,402 -12%
EMG
141
Ellington Management Group
Connecticut
$545K +$204K +3,900 +60%
FM
142
Forward Management
California
$524K – – –
EMFAT
143
Emerald Mutual Fund Advisers Trust
Pennsylvania
$469K -$9.58M -183,057 -95%
MERSOM
144
Municipal Employees' Retirement System of Michigan
Michigan
$466K – – –
RSS
145
Rosenblum Silverman Sutton
California
$439K +$439K +8,385 New
PI
146
PineBridge Investments
New York
$427K +$17.5K +334 +4%
Janney Montgomery Scott
147
Janney Montgomery Scott
Pennsylvania
$420K +$91.6K +1,750 +28%
ProShare Advisors
148
ProShare Advisors
Maryland
$420K -$316K -6,045 -43%
OA
149
OFI Advisors
Pennsylvania
$420K +$43.3K +827 +11%
PAM
150
Princeton Alpha Management
New Jersey
$419K +$32.4K +618 +8%
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6
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