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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 %
TRCT
201
Tower Research Capital (TRC)
New York
$8K +$8K +168 New
WEC
202
Winslow Evans & Crocker
Massachusetts
$4.32K -$1.97K -42 -31%
Manulife (Manufacturers Life Insurance)
203
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.12K -$1.96K -41,613 -32%
HIM
204
Hillsdale Investment Management
Ontario, Canada
$4K – – –
WCM
205
Wealthcare Capital Management
Virginia
$4K +$4K +81 New
PTC
206
Private Trust Company
Ohio
$3K +$1.26K +23 +72%
Envestnet Asset Management
207
Envestnet Asset Management
Illinois
$2K – – –
Northwestern Mutual Wealth Management
208
Northwestern Mutual Wealth Management
Wisconsin
$2K +$1.24K +18 +164%
CIA
209
Capital Impact Advisors
Massachusetts
$1.29K – – –
MFS
210
MSI Financial Services
Massachusetts
$1K – – –
GAM
211
Gemmer Asset Management
California
$1K – – –
CAM
212
ClariVest Asset Management
California
$1K +$1K +27 New
Luther King Capital Management (LKCM)
213
Luther King Capital Management (LKCM)
Texas
– -$36.9M -639,530 Closed
SAM
214
Skyline Asset Management
Illinois
– -$25.1M -434,600 Closed
CRM
215
Cramer Rosenthal McGlynn
Connecticut
– -$21.4M -370,675 Closed
BLM
216
Bennett Lawrence Management
New York
– -$7.13M -123,615 Closed
DCM
217
Driehaus Capital Management
Illinois
– -$4.86M -84,337 Closed
1CM
218
1492 Capital Management
Wisconsin
– -$4.5M -78,145 Closed
CCM
219
Cadence Capital Management
Massachusetts
– -$4.4M -76,263 Closed
BCM
220
BlueMar Capital Management
Florida
– -$3.21M -55,600 Closed
RJA
221
Raymond James & Associates
Florida
– -$2.99M -51,864 Closed
Neuberger Berman Group
222
Neuberger Berman Group
New York
– -$1.67M -29,000 Closed
BHTS
223
Bar Harbor Trust Services
Maine
– -$1.28M -22,230 Closed
SO
224
STRS Ohio
Ohio
– -$1.25M -21,700 Closed
PGCM
225
Prescott Group Capital Management
Oklahoma
– -$865K -15,000 Closed
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