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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 %
MCM
176
Munder Capital Management
Michigan
$288K -$174K -3,695 -38%
PI
177
Placemark Investments
Illinois
$273K +$5.38K +114 +2%
BJ
178
BlackRock Japan
Japan
$266K +$266K +5,663 New
PA
179
Profund Advisors
Maryland
$255K -$143K -3,044 -36%
M&T Bank
180
M&T Bank
New York
$252K +$252K +5,354 New
AAM
181
Advisors Asset Management
Colorado
$251K -$38.3K -815 -13%
SCA
182
Secor Capital Advisors
New York
$249K +$249K +5,300 New
KJHP
183
K.J. Harrison & Partners
Ontario, Canada
$235K – – –
Legal & General Group
184
Legal & General Group
United Kingdom
$225K +$225K +4,816 New
VAM
185
Visium Asset Management
New York
$204K -$135K -2,884 -40%
FMT
186
First Mercantile Trust
Tennessee
$115K +$46.2K +980 +67%
Canada Life
187
Canada Life
Manitoba, Canada
$106K – – –
BNP Paribas Financial Markets
188
BNP Paribas Financial Markets
France
$95.3K +$89.7K +1,909 +1,618%
DADC
189
D.A. Davidson & Co
Montana
$68K -$16.2K -345 -19%
Barclays
190
Barclays
United Kingdom
$58K +$15K +319 +35%
Teacher Retirement System of Texas
191
Teacher Retirement System of Texas
Texas
$56K +$3.6K +76 +7%
Fifth Third Bancorp
192
Fifth Third Bancorp
Ohio
$50K +$8.36K +178 +20%
BPBT
193
Boston Private Bank & Trust
Massachusetts
$48K +$3.55K +75 +8%
ST
194
Spot Trading
Illinois
$42K +$42K +900 New
Bank of Montreal
195
Bank of Montreal
Ontario, Canada
$34K -$56.4K -1,209 -62%
PG
196
PEAK6 Group
Illinois
$33K +$33K +702 New
LTFS
197
Ladenburg Thalmann Financial Services
Florida
$28K +$4.86K +103 +21%
FNYS
198
First New York Securities
New York
$23.5K +$23.5K +500 New
FNBT
199
FineMark National Bank & Trust
Florida
$21K – – –
FHA
200
First Horizon Advisors
Tennessee
$15K +$773 +17 +5%
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8
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