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Evercore
EVR

Overview Fund Activity

209 hedge funds and large institutions have $1.74B invested in Evercore in 2014 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 82 increasing their positions, 68 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+9
Holders Change %
+4.5%
% of All Funds
6.04%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
36
Increased
82
Reduced
68
Closed
23
Calls
$2.95M
Puts
$2.86M
Net Calls
+$89K
Net Calls Change
-$2.65M

Top Buyers

1
WC
Weatherbie Capital
Massachusetts
$14.5M
2
HJMC
Hellman Jordan Management Company
Massachusetts
$13.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
$114M
4
Jennison Associates
Jennison Associates
New York
$84.5M
5
Citadel Advisors
Citadel Advisors
Florida
$11.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$149M
2
PIM
Perkins Investment Management
Illinois
$0
3
SFM
Systematic Financial Management
New Jersey
$0
4
CRM
Cramer Rosenthal McGlynn
Connecticut
$20.2M
5
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nomura Holdings
151
Nomura Holdings
Japan
$546K +$95.3K +1,729 +21%
SFP
152
Santa Fe Partners
New Mexico
$495K +$495K +8,966 New
PI
153
PineBridge Investments
New York
$483K -$14.5K -262 -3%
PA
154
Profund Advisors
Maryland
$476K -$154K -2,785 -24%
Stifel Financial
155
Stifel Financial
Missouri
$472K +$472K +8,552 New
T. Rowe Price Associates
156
T. Rowe Price Associates
Maryland
$442K – – –
PP
157
PDT Partners
New York
$442K +$442K +8,000 New
MERSOM
158
Municipal Employees' Retirement System of Michigan
Michigan
$442K +$442K +8,000 New
FA
159
FDx Advisors
Illinois
$435K +$20.7K +374 +5%
ONB
160
Old National Bancorp
Indiana
$427K +$17K +308 +4%
IPC
161
Independent Portfolio Consultants
Florida
$408K +$27K +490 +7%
AAM
162
Advisors Asset Management
Colorado
$404K +$65K +1,176 +19%
Federated Hermes
163
Federated Hermes
Pennsylvania
$375K -$135K -2,447 -27%
Janney Montgomery Scott
164
Janney Montgomery Scott
Pennsylvania
$347K -$16.6K -300 -5%
RFC
165
Regions Financial Corp
Alabama
$323K -$116K -2,103 -26%
SCA
166
SAC Capital Advisors
Connecticut
$318K +$318K +5,751 New
Axa
167
Axa
France
$318K +$318K +5,761 New
OA
168
OFI Advisors
Pennsylvania
$314K +$14.2K +258 +5%
PAM
169
Princeton Alpha Management
New Jersey
$288K +$288K +5,214 New
PI
170
Placemark Investments
Illinois
$283K +$6.68K +121 +2%
KJHP
171
K.J. Harrison & Partners
Ontario, Canada
$275K – – –
BSA
172
Braun Stacey Associates
New York
$273K +$273K +4,950 New
VKH
173
Virtu KCG Holdings
New York
$265K +$14.6K +264 +6%
VRS
174
Virginia Retirement Systems
Virginia
$265K +$49.7K +900 +23%
PP
175
Paloma Partners
Connecticut
$246K -$4.53K -82 -2%
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7
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