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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 %
Two Sigma Advisers
151
Two Sigma Advisers
New York
$520K +$269K +4,500 +107%
Nomura Holdings
152
Nomura Holdings
Japan
$489K +$35.3K +590 +8%
T. Rowe Price Associates
153
T. Rowe Price Associates
Maryland
$478K +$478K +8,000 New
RFC
154
Regions Financial Corp
Alabama
$475K -$37.2K -624 -7%
FA
155
FDx Advisors
Illinois
$448K +$448K +7,498 New
ONB
156
Old National Bancorp
Indiana
$444K -$14.8K -247 -3%
Two Sigma Investments
157
Two Sigma Investments
New York
$420K +$420K +7,030 New
IPC
158
Independent Portfolio Consultants
Florida
$413K -$30.5K -510 -7%
Janney Montgomery Scott
159
Janney Montgomery Scott
Pennsylvania
$393K – – –
AAM
160
Advisors Asset Management
Colorado
$367K +$310K +5,182 +546%
MAM
161
Martingale Asset Management
Massachusetts
$349K -$1.32M -21,994 -79%
OA
162
OFI Advisors
Pennsylvania
$325K +$13.9K +232 +4%
KJHP
163
K.J. Harrison & Partners
Ontario, Canada
$318K – – –
MSA
164
Mason Street Advisors
Wisconsin
$312K +$36.3K +608 +13%
PI
165
Placemark Investments
Illinois
$298K -$19K -320 -6%
Group One Trading
166
Group One Trading
Illinois
$297K +$167K +2,800 +129%
CBOA
167
Commonwealth Bank of Australia
Australia
$289K +$289K +4,828 New
PP
168
Paloma Partners
Connecticut
$271K +$271K +4,533 New
VKH
169
Virtu KCG Holdings
New York
$271K +$271K +4,537 New
Asset Management One
170
Asset Management One
Japan
$240K +$240K +4,008 New
JMH
171
J.M. Hartwell
New York
$239K -$130K -2,175 -35%
VRS
172
Virginia Retirement Systems
Virginia
$233K +$233K +3,900 New
SGH
173
Schonfeld Group Holdings
New York
$221K +$221K +3,697 New
VAM
174
Visium Asset Management
New York
$212K +$212K +3,539 New
OAM
175
Origin Asset Management
United Kingdom
$210K +$210K +3,505 New
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7
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