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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.

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

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$149M
2
PIM
2
Perkins Investment Management
Illinois
$0
3
SFM
3
Systematic Financial Management
New Jersey
$0
4
CRM
4
Cramer Rosenthal McGlynn
Connecticut
$20.2M
5
EMFAT
5
Emerald Mutual Fund Advisers Trust
Pennsylvania
$10.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$149M 2,704,960 -320,000 -11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$114M 2,063,412 +225,612 +12%
BFA
3
BlackRock Fund Advisors
California
$111M 2,011,956 +110,404 +6%
Jennison Associates
4
Jennison Associates
New York
$84.5M 1,530,135 +200,096 +15%
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$64.4M 1,165,798 +5,966 +0.5%
SB
6
Suntrust Banks
Georgia
$60M 1,085,377 +12,383 +1%
Invesco
7
Invesco
Georgia
$49.5M 896,823 +19,093 +2%
BIT
8
BlackRock Institutional Trust
California
$48.2M 873,120 +39,268 +5%
State Street
9
State Street
Massachusetts
$40.4M 730,911 +74,367 +11%
Luther King Capital Management (LKCM)
10
Luther King Capital Management (LKCM)
Texas
$35.4M 641,435 +167,890 +35%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$32.1M 581,860 +30,250 +5%
Franklin Resources
12
Franklin Resources
California
$31.3M 565,725 +83,737 +17%
ACM
13
Apex Capital Management
Ohio
$28.9M 522,850 +27,763 +6%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$28.6M 518,544 +62,102 +14%
O
15
OppenheimerFunds
New York
$27.7M 501,390 +148,980 +42%
RIM
16
Rainier Investment Management
Washington
$27.3M 494,910 -123,650 -20%
PCM
17
Penn Capital Management
Pennsylvania
$26.7M 484,109 +53,638 +12%
Northern Trust
18
Northern Trust
Illinois
$25.4M 460,448 -12,681 -3%
CIP
19
Chartwell Investment Partners
Pennsylvania
$25M 451,648 -1,950 -0.4%
Morgan Stanley
20
Morgan Stanley
New York
$24.7M 446,747 +125,514 +39%
CCM
21
Channing Capital Management
Illinois
$23M 416,051 -42,962 -9%
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$21.8M 395,118 -49,132 -11%
State of Wisconsin Investment Board
23
State of Wisconsin Investment Board
Wisconsin
$21.6M 390,668 – –
CRM
24
Cramer Rosenthal McGlynn
Connecticut
$20.2M 366,110 -175,874 -32%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$19.5M 353,496 +10,614 +3%
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