EVR icon

Evercore
EVR

Overview Fund Activity

197 hedge funds and large institutions have $1.86B invested in Evercore in 2014 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 84 increasing their positions, 66 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
-12
Holders Change %
-5.74%
% of All Funds
5.67%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
21
Increased
84
Reduced
66
Closed
33
Calls
$3.78M
Puts
$1.38M
Net Calls
+$2.39M
Net Calls Change
+$2.3M

Top Buyers

1
AIM
abrdn Investment Management
United Kingdom
$45.1M
2
FAM
Fred Alger Management
New York
$21.7M
3
Wells Fargo
Wells Fargo
California
$34.1M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$11M
5
Norges Bank
Norges Bank
Norway
$14.7M

Top Sellers

1
SB
Suntrust Banks
Georgia
$3.36M
2
RIM
Rainier Investment Management
Washington
$0
3
PRCM
Pine River Capital Management
Minnesota
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$142M
5
BFA
BlackRock Fund Advisors
California
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
176
BlackRock
New York
$56K -$1.1K -19 -2%
BPBT
177
Boston Private Bank & Trust
Massachusetts
$54K +$14.4K +250 +36%
Barclays
178
Barclays
United Kingdom
$52K -$24.1K -424 -32%
Fifth Third Bancorp
179
Fifth Third Bancorp
Ohio
$51K +$32.1K +558 +170%
SFU
180
Stonehage Fleming (UK)
United Kingdom
$32K +$32K +561 New
Creative Planning
181
Creative Planning
Kansas
$29K – – –
LTFS
182
Ladenburg Thalmann Financial Services
Florida
$28K -$3.54K -62 -11%
QT
183
Quantbot Technologies
New York
$28K +$16.8K +300 +150%
FNBT
184
FineMark National Bank & Trust
Florida
$25K – – –
FHA
185
First Horizon Advisors
Tennessee
$15K – – –
BRWM
186
B. Riley Wealth Management
Tennessee
$14K -$61.8K -1,104 -82%
PCM
187
Prelude Capital Management
New York
$12K +$12K +200 New
WEC
188
Winslow Evans & Crocker
Massachusetts
$7.72K – – –
BNP Paribas Financial Markets
189
BNP Paribas Financial Markets
France
$6.8K +$6.63K +115 +3,833%
HIM
190
Hillsdale Investment Management
Ontario, Canada
$5K – – –
GAM
191
Gemmer Asset Management
California
$2K – – –
PTC
192
Private Trust Company
Ohio
$2K +$1.25K +20 +167%
Envestnet Asset Management
193
Envestnet Asset Management
Illinois
$2K +$2K +41 New
MFS
194
MSI Financial Services
Massachusetts
$1K – – –
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
$1K – – –
RFS
196
Rockefeller Financial Services
New York
$1K +$1K +17 New
AWCI
197
Alpine Woods Capital Investors
New York
$576 +$576 +10,000 New
RIM
198
Rainier Investment Management
Washington
– -$27.3M -494,910 Closed
PRCM
199
Pine River Capital Management
Minnesota
– -$19.3M -350,132 Closed
ICRM
200
Insight Capital Research & Management
California
– -$6.63M -120,011 Closed
6 7
8
9 10