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Evercore
EVR

Overview Fund Activity

178 hedge funds and large institutions have $1.44B invested in Evercore in 2013 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 69 increasing their positions, 56 reducing their positions, and 21 closing their positions.

Holders
178
Holders Change
+23
Holders Change %
+14.84%
% of All Funds
5.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
46
Increased
69
Reduced
56
Closed
21
Calls
$4.32M
Puts
$4.28M
Net Calls
+$42K
Net Calls Change
+$294K

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$82.3M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$50.6M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$124M
4
Luther King Capital Management (LKCM)
4
Luther King Capital Management (LKCM)
Texas
$12.2M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$84.5M

Top Sellers

1
SFM
1
Systematic Financial Management
New Jersey
$36.6M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.06M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.53M
4
RIM
4
Rainier Investment Management
Washington
$49.4M
5
PRCM
5
Pine River Capital Management
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$124M 2,527,460 +361,693 +17%
Vanguard Group
2
Vanguard Group
Pennsylvania
$84.5M 1,715,939 +201,317 +13%
BFA
3
BlackRock Fund Advisors
California
$82.3M 1,672,469 +949,338 +131%
Jennison Associates
4
Jennison Associates
New York
$66.6M 1,353,110 -40,223 -3%
SB
5
Suntrust Banks
Georgia
$56.5M 1,147,277 +52,603 +5%
Lord, Abbett & Co
6
Lord, Abbett & Co
New Jersey
$50.6M 1,027,245 +570,025 +125%
RIM
7
Rainier Investment Management
Washington
$49.4M 1,002,590 -334,420 -25%
BIT
8
BlackRock Institutional Trust
California
$44.7M 908,692 +82,422 +10%
Invesco
9
Invesco
Georgia
$43.8M 888,842 +38,535 +5%
SFM
10
Systematic Financial Management
New Jersey
$36.6M 742,758 -769,514 -51%
State Street
11
State Street
Massachusetts
$30.9M 626,829 +61,974 +11%
CRM
12
Cramer Rosenthal McGlynn
Connecticut
$27.9M 567,489 -215,308 -28%
Franklin Resources
13
Franklin Resources
California
$25.3M 514,836 -74,788 -13%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$25.1M 510,760 +150,380 +42%
Northern Trust
15
Northern Trust
Illinois
$23.3M 472,704 +41,477 +10%
ACM
16
Apex Capital Management
Ohio
$23.1M 469,659 +29,700 +7%
Renaissance Technologies
17
Renaissance Technologies
New York
$22.3M 452,400 -22,900 -5%
PCM
18
Penn Capital Management
Pennsylvania
$22M 447,761 -77,564 -15%
CIP
19
Chartwell Investment Partners
Pennsylvania
$21.9M 444,968 +80,555 +22%
CCM
20
Channing Capital Management
Illinois
$21.7M 440,434 +78,621 +22%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$21.2M 430,432 -51,861 -11%
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$20.8M 422,307 +39,435 +10%
SAM
23
Sentinel Asset Management
Vermont
$19.9M 403,620 -13,860 -3%
Wells Fargo
24
Wells Fargo
California
$19.8M 402,094 +8,263 +2%
State of Wisconsin Investment Board
25
State of Wisconsin Investment Board
Wisconsin
$19.3M 391,791 -56,761 -13%
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