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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.

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
VFA
1
Virtus Fund Advisers
Connecticut
$56.9M
2
AIM
2
abrdn Investment Management
United Kingdom
$45.1M
3
FAM
3
Fred Alger Management
New York
$21.7M
4
Wells Fargo
4
Wells Fargo
California
$34.1M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$11M

Top Sellers

1
SB
1
Suntrust Banks
Georgia
$3.36M
2
RIM
2
Rainier Investment Management
Washington
$0
3
PRCM
3
Pine River Capital Management
Minnesota
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$142M
5
BFA
5
BlackRock Fund Advisors
California
$107M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$142M 2,458,760 -246,200 -9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$114M 1,981,854 -81,558 -4%
BFA
3
BlackRock Fund Advisors
California
$107M 1,852,912 -159,044 -8%
Jennison Associates
4
Jennison Associates
New York
$95.6M 1,658,380 +128,245 +8%
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$62.3M 1,081,145 -84,653 -7%
VFA
6
Virtus Fund Advisers
Connecticut
$56.9M 987,007 +987,007 New
BIT
7
BlackRock Institutional Trust
California
$50.8M 880,985 +7,865 +0.9%
Invesco
8
Invesco
Georgia
$47.8M 829,862 -66,961 -7%
AIM
9
abrdn Investment Management
United Kingdom
$45.1M 782,880 +477,911 +157%
State Street
10
State Street
Massachusetts
$41.2M 714,367 -16,544 -2%
Luther King Capital Management (LKCM)
11
Luther King Capital Management (LKCM)
Texas
$36.9M 639,530 -1,905 -0.3%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$36.8M 638,789 +56,929 +10%
Wells Fargo
13
Wells Fargo
California
$34.1M 592,026 +281,945 +91%
Franklin Resources
14
Franklin Resources
California
$33.9M 588,662 +22,937 +4%
ACM
15
Apex Capital Management
Ohio
$33.9M 588,528 +65,678 +13%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$33.2M 575,853 +57,309 +11%
O
17
OppenheimerFunds
New York
$30.4M 528,010 +26,620 +5%
PCM
18
Penn Capital Management
Pennsylvania
$28.3M 491,786 +7,677 +2%
CCM
19
Channing Capital Management
Illinois
$27.1M 470,105 +54,054 +13%
SAM
20
Skyline Asset Management
Illinois
$25.1M 434,600 +173,300 +66%
Northern Trust
21
Northern Trust
Illinois
$23.3M 404,656 -55,792 -12%
CIP
22
Chartwell Investment Partners
Pennsylvania
$21.7M 375,903 -75,745 -17%
FAM
23
Fred Alger Management
New York
$21.7M 375,884 +375,884 New
CRM
24
Cramer Rosenthal McGlynn
Connecticut
$21.4M 370,675 +4,565 +1%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$21.3M 369,422 +15,926 +5%
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