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Evercore
EVR

Overview Fund Activity

209 hedge funds and large institutions have $1.74B invested in Evercore in 2014 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 82 increasing their positions, 68 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+9
Holders Change %
+4.5%
% of All Funds
6.04%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
36
Increased
82
Reduced
68
Closed
23
Calls
$2.95M
Puts
$2.86M
Net Calls
+$89K
Net Calls Change
-$2.65M

Top Buyers

1
WC
Weatherbie Capital
Massachusetts
$14.5M
2
HJMC
Hellman Jordan Management Company
Massachusetts
$13.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
$114M
4
Jennison Associates
Jennison Associates
New York
$84.5M
5
Citadel Advisors
Citadel Advisors
Florida
$11.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$149M
2
PIM
Perkins Investment Management
Illinois
$0
3
SFM
Systematic Financial Management
New Jersey
$0
4
CRM
Cramer Rosenthal McGlynn
Connecticut
$20.2M
5
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
201
Bessemer Group
New Jersey
$4K – – –
TRCT
202
Tower Research Capital (TRC)
New York
$3K +$3K +52 New
GAM
203
Gemmer Asset Management
California
$2K +$2K +28 New
KCPG
204
Kavar Capital Partners Group
Kansas
$1K – – –
MFS
205
MSI Financial Services
Massachusetts
$1K +$45 +1 +5%
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1K +11 New
PTC
207
Private Trust Company
Ohio
$1K +$1K +12 New
BNP Paribas Financial Markets
208
BNP Paribas Financial Markets
France
$160 -$21.7K -407 -99%
PIM
209
Perkins Investment Management
Illinois
– -$12.3M -206,222 Closed
SFM
210
Systematic Financial Management
New Jersey
– -$11.1M -186,514 Closed
AIMCA
211
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$4.95M -82,800 Closed
GACM
212
Green Arrow Capital Management
New York
– -$2.28M -38,110 Closed
OSAM
213
O'Shaughnessy Asset Management
Connecticut
– -$1.66M -27,885 Closed
DC
214
Deere & Company
Illinois
– -$1.6M -26,827 Closed
EMG
215
Ellington Management Group
Connecticut
– -$1.21M -20,200 Closed
TC
216
TFS Capital
Pennsylvania
– -$879K -14,712 Closed
ZIM
217
Zacks Investment Management
Illinois
– -$540K -9,034 Closed
Two Sigma Advisers
218
Two Sigma Advisers
New York
– -$520K -8,703 Closed
Two Sigma Investments
219
Two Sigma Investments
New York
– -$420K -7,030 Closed
MAM
220
Martingale Asset Management
Massachusetts
– -$349K -5,828 Closed
Group One Trading
221
Group One Trading
Illinois
– -$297K -4,967 Closed
CBOA
222
Commonwealth Bank of Australia
Australia
– -$289K -4,828 Closed
Asset Management One
223
Asset Management One
Japan
– -$240K -4,008 Closed
SGH
224
Schonfeld Group Holdings
New York
– -$221K -3,697 Closed
VAM
225
Visium Asset Management
New York
– -$212K -3,539 Closed
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