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Evercore
EVR

Overview Fund Activity

200 hedge funds and large institutions have $1.83B invested in Evercore in 2013 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 83 increasing their positions, 63 reducing their positions, and 18 closing their positions.

Holders
200
Holders Change
+22
Holders Change %
+12.36%
% of All Funds
5.81%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.15%
New
40
Increased
83
Reduced
63
Closed
18
Calls
$7.84M
Puts
$5.1M
Net Calls
+$2.74M
Net Calls Change
+$2.7M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$181M
2
PRCM
2
Pine River Capital Management
Minnesota
$23.1M
3
BFA
3
BlackRock Fund Advisors
California
$114M
4
Luther King Capital Management (LKCM)
4
Luther King Capital Management (LKCM)
Texas
$28.3M
5
EMFAT
5
Emerald Mutual Fund Advisers Trust
Pennsylvania
$18.4M

Top Sellers

1
SFM
1
Systematic Financial Management
New Jersey
$11.1M
2
RIM
2
Rainier Investment Management
Washington
$37M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$13M
4
EAM
4
Eagle Asset Management
Florida
$4.8M
5
PIM
5
Perkins Investment Management
Illinois
$12.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$181M 3,024,960 +497,500 +20%
BFA
2
BlackRock Fund Advisors
California
$114M 1,901,552 +229,083 +14%
Vanguard Group
3
Vanguard Group
Pennsylvania
$110M 1,837,800 +121,861 +7%
Jennison Associates
4
Jennison Associates
New York
$79.5M 1,330,039 -23,071 -2%
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$69.3M 1,159,832 +132,587 +13%
SB
6
Suntrust Banks
Georgia
$64.1M 1,072,994 -74,283 -6%
Invesco
7
Invesco
Georgia
$52.5M 877,730 -11,112 -1%
BIT
8
BlackRock Institutional Trust
California
$49.8M 833,852 -74,840 -8%
State Street
9
State Street
Massachusetts
$39.2M 656,544 +29,715 +5%
RIM
10
Rainier Investment Management
Washington
$37M 618,560 -384,030 -38%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$33M 551,610 +40,850 +8%
CRM
12
Cramer Rosenthal McGlynn
Connecticut
$32.4M 541,984 -25,505 -4%
ACM
13
Apex Capital Management
Ohio
$29.6M 495,087 +25,428 +5%
Franklin Resources
14
Franklin Resources
California
$28.8M 481,988 -32,848 -6%
Luther King Capital Management (LKCM)
15
Luther King Capital Management (LKCM)
Texas
$28.3M 473,545 +226,470 +92%
Northern Trust
16
Northern Trust
Illinois
$28.3M 473,129 +425 +0.1%
CCM
17
Channing Capital Management
Illinois
$27.4M 459,013 +18,579 +4%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$27.3M 456,442 +26,010 +6%
CIP
19
Chartwell Investment Partners
Pennsylvania
$27.1M 453,598 +8,630 +2%
Nuveen Asset Management
20
Nuveen Asset Management
Illinois
$26.6M 444,250 +21,943 +5%
PCM
21
Penn Capital Management
Pennsylvania
$25.7M 430,471 -17,290 -4%
State of Wisconsin Investment Board
22
State of Wisconsin Investment Board
Wisconsin
$23.4M 390,668 -1,123 -0.3%
PRCM
23
Pine River Capital Management
Minnesota
$23.1M 386,493 +386,493 New
SAM
24
Sentinel Asset Management
Vermont
$22.4M 375,420 -28,200 -7%
Wells Fargo
25
Wells Fargo
California
$21.3M 356,417 -45,677 -11%
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