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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.

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
1
BlackRock Fund Advisors
California
$82.3M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$50.6M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$124M
4
Luther King Capital Management (LKCM)
4
Luther King Capital Management (LKCM)
Texas
$12.2M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$84.5M

Top Sellers

1
SFM
1
Systematic Financial Management
New Jersey
$36.6M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.06M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.53M
4
RIM
4
Rainier Investment Management
Washington
$49.4M
5
PRCM
5
Pine River Capital Management
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
176
Lenox Wealth Advisors
New York
$3K +$3K +59 New
PTC
177
Private Trust Company
Ohio
$2K – – –
Northwestern Mutual Wealth Management
178
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2K +50 New
PRCM
179
Pine River Capital Management
Minnesota
– -$15M -382,190 Closed
QCMC
180
Quantum Capital Management (California)
California
– -$6.5M -165,447 Closed
D.E. Shaw & Co
181
D.E. Shaw & Co
New York
– -$2.92M -74,340 Closed
SFM
182
Soros Fund Management
New York
– -$1.59M -40,400 Closed
MIU
183
Man Investments (UK)
United Kingdom
– -$1.39M -35,468 Closed
PG
184
PEAK6 Group
Illinois
– -$789 -20,095 Closed
NAM
185
NorthCoast Asset Management
Connecticut
– -$782K -19,902 Closed
STIA
186
Stone Toro Investment Advisers
New Jersey
– -$715K -18,200 Closed
NBC
187
Neuberger Berman Canada
Ontario, Canada
– -$641K -16,310 Closed
Two Sigma Investments
188
Two Sigma Investments
New York
– -$533K -13,571 Closed
Tudor Investment Corp
189
Tudor Investment Corp
Connecticut
– -$312K -7,955 Closed
CIC
190
Cornercap Investment Counsel
Georgia
– -$295K -7,510 Closed
Verition Fund Management
191
Verition Fund Management
Connecticut
– -$239K -6,096 Closed
AL
192
Airain Ltd
Guernsey
– -$235K -5,995 Closed
Commonwealth Equity Services
193
Commonwealth Equity Services
Massachusetts
– -$226K -5,741 Closed
SFP
194
Santa Fe Partners
New Mexico
– -$219K -5,587 Closed
MA
195
MUFG Americas
New York
– -$79K -2,000 Closed
CCMH
196
Cornerstone Capital Management Holdings
New York
– -$73K -1,845 Closed
PAS
197
Partnervest Advisory Services
California
– -$13K -331 Closed
SSG
198
Summit Securities Group
New York
– -$8K -200 Closed
MFS
199
MSI Financial Services
Massachusetts
– -$1K -21 Closed
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