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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 %
QT
176
Quantbot Technologies
New York
$65K +$64.6K +1,240 +17,714%
Teacher Retirement System of Texas
177
Teacher Retirement System of Texas
Texas
$53K -$9.08K -173 -15%
BPBT
178
Boston Private Bank & Trust
Massachusetts
$45K -$7.8K -150 -15%
Fifth Third Bancorp
179
Fifth Third Bancorp
Ohio
$37K -$19.3K -365 -34%
Nomura Holdings
180
Nomura Holdings
Japan
$32K -$670K -12,980 -95%
Envestnet Asset Management
181
Envestnet Asset Management
Illinois
$24K +$21.8K +414 +1,010%
LTFS
182
Ladenburg Thalmann Financial Services
Florida
$22K -$9.19K -175 -29%
PCM
183
Prelude Capital Management
New York
$21K -$1.18M -22,450 -98%
Acadian Asset Management
184
Acadian Asset Management
Massachusetts
$5K -$758K -14,099 -99%
HIM
185
Hillsdale Investment Management
Ontario, Canada
$5K – – –
Manulife (Manufacturers Life Insurance)
186
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.52K -$66 -1,263 -1%
CP
187
Corbenic Partners
Pennsylvania
$4K +$4K +80 New
HNB
188
Huntington National Bank
Ohio
$2K -$10.9M -163,000 -100%
TRCT
189
Tower Research Capital (TRC)
New York
$2K -$9.2K -138 -82%
Northwestern Mutual Wealth Management
190
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
GAM
191
Gemmer Asset Management
California
$2K +$564 +11 +39%
CAM
192
ClariVest Asset Management
California
$1K -$500 -9 -33%
MFS
193
MSI Financial Services
Massachusetts
$1K -$158 -3 -14%
Group One Trading
194
Group One Trading
Illinois
$1K +$1K +17 New
ACM
195
Apex Capital Management
Ohio
– -$23.1M -491,500 Closed
AC
196
Ascend Capital
California
– -$10.1M -215,055 Closed
EA
197
Emerald Advisers
Pennsylvania
– -$9M -191,575 Closed
UOC
198
UBS O'Connor
Illinois
– -$6.64M -141,306 Closed
FLPIM
199
F.L. Putnam Investment Management
Massachusetts
– -$5.45M -115,895 Closed
JPC
200
Jabodon PT Co
Nevada
– -$5.26M -112,000 Closed
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