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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 %
OA
151
OFI Advisors
Pennsylvania
$256K -$190K -3,870 -43%
SCA
152
SAC Capital Advisors
Connecticut
$256K +$256K +5,204 New
RG
153
Renaissance Group
Kentucky
$253K +$253K +5,134 New
GCP
154
GSA Capital Partners
United Kingdom
$246K +$246K +4,996 New
KJHP
155
K.J. Harrison & Partners
Ontario, Canada
$246K +$246K +5,000 New
MSA
156
Mason Street Advisors
Wisconsin
$227K +$227K +4,611 New
Two Sigma Advisers
157
Two Sigma Advisers
New York
$207K +$207K +4,203 New
Teacher Retirement System of Texas
158
Teacher Retirement System of Texas
Texas
$178K +$82K +1,662 +85%
PI
159
PineBridge Investments
New York
$175K +$40K +809 +30%
TRCT
160
Tower Research Capital (TRC)
New York
$165K +$165K +3,360 New
Creative Planning
161
Creative Planning
Kansas
$133K +$133K +2,700 New
DADC
162
D.A. Davidson & Co
Montana
$122K -$55.3K -1,123 -31%
Group One Trading
163
Group One Trading
Illinois
$107K -$29.6K -600 -22%
FMT
164
First Mercantile Trust
Tennessee
$60K -$116K -2,350 -66%
BlackRock
165
BlackRock
New York
$50K +$1.91K +39 +4%
OIA
166
Optimum Investment Advisors
Illinois
$49K +$49K +1,000 New
AAM
167
Advisors Asset Management
Colorado
$47K +$47K +949 New
Bank of Montreal
168
Bank of Montreal
Ontario, Canada
$26K +$12.4K +250 +91%
FNBT
169
FineMark National Bank & Trust
Florida
$22K – – –
LTFS
170
Ladenburg Thalmann Financial Services
Florida
$21K -$4.99K -101 -19%
BPBT
171
Boston Private Bank & Trust
Massachusetts
$21K +$6.19K +125 +42%
CCM
172
Credo Capital Management
Maryland
$17K +$6.18K +125 +57%
FHA
173
First Horizon Advisors
Tennessee
$15K – – –
Manulife (Manufacturers Life Insurance)
174
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.59K -$371 -7,545 -5%
PCM
175
Prelude Capital Management
New York
$5K +$5K +100 New
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