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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 %
UOC
201
UBS O'Connor
Illinois
– -$5.84M -105,637 Closed
1832 Asset Management
202
1832 Asset Management
Ontario, Canada
– -$5.2M -97,113 Closed
SCM
203
Stevens Capital Management
Pennsylvania
– -$3.48M -62,975 Closed
Acadian Asset Management
204
Acadian Asset Management
Massachusetts
– -$2.81M -50,781 Closed
NIP
205
Nicholas Investment Partners
California
– -$2M -36,148 Closed
USGIU
206
U.S. Global Investors (USGI)
Texas
– -$1.27M -23,000 Closed
WSCM
207
Wellington Shields Capital Management
New York
– -$1.11M -20,000 Closed
FSA
208
Franklin Street Advisors
North Carolina
– -$906K -16,400 Closed
MAM
209
Mastrapasqua Asset Management
Tennessee
– -$821K -14,860 Closed
BIM
210
Bogle Investment Management
Massachusetts
– -$710K -12,864 Closed
AIS
211
AlphaOne Investment Services
Pennsylvania
– -$693K -12,556 Closed
SSWM
212
Sheets Smith Wealth Management
North Carolina
– -$672K -12,155 Closed
CCMH
213
Cornerstone Capital Management Holdings
New York
– -$602K -10,900 Closed
Nomura Holdings
214
Nomura Holdings
Japan
– -$546K -9,902 Closed
SFP
215
Santa Fe Partners
New Mexico
– -$495K -8,966 Closed
PP
216
PDT Partners
New York
– -$442K -8,000 Closed
Federated Hermes
217
Federated Hermes
Pennsylvania
– -$375K -6,786 Closed
SCA
218
SAC Capital Advisors
Connecticut
– -$318K -5,751 Closed
PAM
219
Princeton Alpha Management
New Jersey
– -$288K -5,214 Closed
BSA
220
Braun Stacey Associates
New York
– -$273K -4,950 Closed
PP
221
Paloma Partners
Connecticut
– -$246K -4,451 Closed
Schroder Investment Management Group
222
Schroder Investment Management Group
United Kingdom
– -$221K -4,000 Closed
NCCM
223
Nine Chapters Capital Management
New Jersey
– -$221K -4,000 Closed
RCM
224
Reynolds Capital Management
Nevada
– -$204K -3,700 Closed
PG
225
PEAK6 Group
Illinois
– -$116K -2,099 Closed
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