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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 %
FA
151
FDx Advisors
Illinois
$414K -$99.9K -1,908 -19%
SG Americas Securities
152
SG Americas Securities
New York
$407K +$407K +7,768 New
PP
153
Paloma Partners
Connecticut
$406K -$286K -5,466 -41%
ONB
154
Old National Bancorp
Indiana
$405K -$77.5K -1,481 -16%
GT
155
Glenmede Trust
Pennsylvania
$396K – – –
KJHP
156
K.J. Harrison & Partners
Ontario, Canada
$393K +$131K +2,500 +50%
EGM
157
Engineers Gate Manager
New York
$389K +$389K +7,430 New
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$384K +$346K +6,609 +907%
PCM
159
Piermont Capital Management
Missouri
$383K +$383K +7,320 New
NIT
160
NumerixS Investment Technologies
British Columbia, Canada
$378K +$378K +7,226 New
CSS
161
Cubist Systematic Strategies
Connecticut
$372K -$139K -2,656 -27%
US Bancorp
162
US Bancorp
Minnesota
$346K -$60.8K -1,161 -15%
LNWWM
163
Laird Norton Wetherby Wealth Management
California
$340K +$340K +6,500 New
AQR Capital Management
164
AQR Capital Management
Connecticut
$325K -$1.69M -32,250 -84%
PA
165
Profund Advisors
Maryland
$317K +$33K +629 +12%
Los Angeles Capital Management
166
Los Angeles Capital Management
California
$268K +$268K +5,110 New
WBC
167
Westpac Banking Corp
Australia
$255K +$255K +4,873 New
Legal & General Group
168
Legal & General Group
United Kingdom
$247K -$5.99K -114 -2%
AAM
169
Advisors Asset Management
Colorado
$224K -$56.3K -1,073 -20%
M&T Bank
170
M&T Bank
New York
$209K -$72.9K -1,384 -26%
FMT
171
First Mercantile Trust
Tennessee
$121K -$6.26K -120 -5%
Canada Life
172
Canada Life
Manitoba, Canada
$118K – – –
Barclays
173
Barclays
United Kingdom
$103K +$38.8K +747 +60%
IPC
174
Independent Portfolio Consultants
Florida
$76K -$309K -5,920 -80%
DADC
175
D.A. Davidson & Co
Montana
$75K -$678 -13 -0.9%
5 6
7
8 9