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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.

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
ACM
1
Americafirst Capital Management
California
$796M
2
AIM
2
abrdn Investment Management
United Kingdom
$72.3M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$31.6M
4
IIM
4
Ivory Investment Management
New York
$24.5M
5
PIM
5
Perkins Investment Management
Illinois
$18.6M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$8.35M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$59.9M
3
Luther King Capital Management (LKCM)
3
Luther King Capital Management (LKCM)
Texas
$0
4
SAM
4
Skyline Asset Management
Illinois
$0
5
CRM
5
Cramer Rosenthal McGlynn
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
1
Americafirst Capital Management
California
$796M 16,938 +16,938 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$98.6M 2,098,061 +116,207 +6%
BFA
3
BlackRock Fund Advisors
California
$89.7M 1,908,852 +55,940 +3%
AIM
4
abrdn Investment Management
United Kingdom
$72.3M 1,537,474 +754,594 +96%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$59.9M 1,274,960 -1,183,800 -48%
BIT
6
BlackRock Institutional Trust
California
$50.5M 1,075,299 +194,314 +22%
VFA
7
Virtus Fund Advisers
Connecticut
$46.1M 980,827 -6,180 -0.6%
Invesco
8
Invesco
Georgia
$39.6M 843,477 +13,615 +2%
Wells Fargo
9
Wells Fargo
California
$38.6M 820,610 +228,584 +39%
State Street
10
State Street
Massachusetts
$33.2M 705,987 -8,380 -1%
Lord, Abbett & Co
11
Lord, Abbett & Co
New Jersey
$33.1M 705,114 -376,031 -35%
Millennium Management
12
Millennium Management
New York
$32.5M 692,302 +345,738 +100%
VOYA Investment Management
13
VOYA Investment Management
Georgia
$31.6M 671,693 +640,199 +2,033%
Franklin Resources
14
Franklin Resources
California
$30.6M 651,856 +63,194 +11%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$27.3M 580,703 +4,850 +0.8%
CCM
16
Channing Capital Management
Illinois
$25.5M 541,745 +71,640 +15%
Citadel Advisors
17
Citadel Advisors
Florida
$25.4M 539,876 +254,795 +89%
IIM
18
Ivory Investment Management
New York
$24.5M 520,837 +520,837 New
PCM
19
Penn Capital Management
Pennsylvania
$24.3M 515,960 +24,174 +5%
ACM
20
Apex Capital Management
Ohio
$23.1M 491,500 -97,028 -16%
Northern Trust
21
Northern Trust
Illinois
$19.9M 422,471 +17,815 +4%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$18.8M 400,073 +30,651 +8%
PIM
23
Perkins Investment Management
Illinois
$18.6M 395,796 +395,796 New
Morgan Stanley
24
Morgan Stanley
New York
$17.7M 377,424 +11,416 +3%
WC
25
Weatherbie Capital
Massachusetts
$17.7M 376,238 +7,824 +2%
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