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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 %
PP
151
Paloma Partners
Connecticut
$622K +$622K +13,220 New
Verition Fund Management
152
Verition Fund Management
Connecticut
$601K +$601K +12,788 New
FCBT
153
First Citizens Bank & Trust
North Carolina
$585K +$26.9K +573 +5%
Calamos Advisors
154
Calamos Advisors
Illinois
$583K – – –
EWM
155
Evercore Wealth Management
New York
$570K +$9.42K +200 +2%
AA
156
ALPS Advisors
Colorado
$558K +$71K +1,510 +15%
BMCMI
157
Bryn Mawr Capital Management Inc
Pennsylvania
$489K +$489K +10,400 New
AWCI
158
Alpine Woods Capital Investors
New York
$470K – – –
FM
159
Forward Management
California
$470K – – –
FA
160
FDx Advisors
Illinois
$461K +$79K +1,682 +21%
CSS
161
Cubist Systematic Strategies
Connecticut
$459K +$459K +9,768 New
Susquehanna International Group
162
Susquehanna International Group
Pennsylvania
$446K -$793K -16,869 -64%
ONB
163
Old National Bancorp
Indiana
$433K +$82.5K +1,758 +24%
MERSOM
164
Municipal Employees' Retirement System of Michigan
Michigan
$418K +$14.1K +300 +3%
PI
165
PineBridge Investments
New York
$368K +$114K +2,427 +45%
US Bancorp
166
US Bancorp
Minnesota
$365K -$78.9K -1,679 -18%
GT
167
Glenmede Trust
Pennsylvania
$355K +$355K +7,563 New
IPC
168
Independent Portfolio Consultants
Florida
$347K -$17.6K -375 -5%
PAM
169
Princeton Alpha Management
New Jersey
$347K +$347K +7,379 New
OA
170
OFI Advisors
Pennsylvania
$338K +$32.6K +695 +11%
GCA
171
Gideon Capital Advisors
New York
$318K +$318K +6,771 New
Axa
172
Axa
France
$306K – – –
EMG
173
Ellington Management Group
Connecticut
$306K +$306K +6,500 New
QIM
174
Quest Investment Management
Oregon
$305K +$82.3K +1,750 +37%
Janney Montgomery Scott
175
Janney Montgomery Scott
Pennsylvania
$295K – – –
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7
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