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Evercore
EVR

Overview Fund Activity

195 hedge funds and large institutions have $3.94B invested in Evercore in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 90 reducing their positions, and 42 closing their positions.

Holders
195
Holders Change
-18
Holders Change %
-8.45%
% of All Funds
5.2%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
28
Increased
63
Reduced
90
Closed
42
Calls
$1.73M
Puts
$1.85M
Net Calls
-$112K
Net Calls Change
+$301K

Top Buyers

1
ACM
1
Americafirst Capital Management
California
$2.24B
2
AIM
2
abrdn Investment Management
United Kingdom
$166M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$47M
4
Millennium Management
4
Millennium Management
New York
$62.7M
5
JCM
5
Junto Capital Management
New York
$14.6M

Top Sellers

1
ACM
1
Apex Capital Management
Ohio
$0
2
PCM
2
Penn Capital Management
Pennsylvania
$5.81M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$46.3M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$25.9M
5
HNB
5
Huntington National Bank
Ohio
$2K
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
1
Americafirst Capital Management
California
$2.24B 42,780 +25,842 +153%
AIM
2
abrdn Investment Management
United Kingdom
$166M 3,177,917 +1,640,443 +107%
BFA
3
BlackRock Fund Advisors
California
$110M 2,101,436 +192,584 +10%
Vanguard Group
4
Vanguard Group
Pennsylvania
$109M 2,078,553 -19,508 -0.9%
Millennium Management
5
Millennium Management
New York
$62.7M 1,197,238 +504,936 +73%
VFA
6
Virtus Fund Advisers
Connecticut
$50.4M 962,791 -18,036 -2%
BIT
7
BlackRock Institutional Trust
California
$48.3M 922,130 -153,169 -14%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$47M 897,377 +572,378 +176%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$46.3M 884,860 -390,100 -31%
Invesco
10
Invesco
Georgia
$43.8M 836,147 -7,330 -0.9%
VOYA Investment Management
11
VOYA Investment Management
Georgia
$41.9M 799,381 +127,688 +19%
Wells Fargo
12
Wells Fargo
California
$41.7M 796,350 -24,260 -3%
Citadel Advisors
13
Citadel Advisors
Florida
$37.2M 709,510 +169,634 +31%
State Street
14
State Street
Massachusetts
$36.7M 701,482 -4,505 -0.6%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$33.4M 637,408 +56,705 +10%
CCM
16
Channing Capital Management
Illinois
$32.9M 628,440 +86,695 +16%
PIM
17
Perkins Investment Management
Illinois
$28.4M 541,700 +145,904 +37%
IIM
18
Ivory Investment Management
New York
$27.3M 522,213 +1,376 +0.3%
Lord, Abbett & Co
19
Lord, Abbett & Co
New Jersey
$25.9M 493,873 -211,241 -30%
WC
20
Weatherbie Capital
Massachusetts
$25.1M 480,222 +103,984 +28%
Franklin Resources
21
Franklin Resources
California
$23.4M 447,759 -204,097 -31%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$23M 440,019 +39,946 +10%
Northern Trust
23
Northern Trust
Illinois
$21.4M 408,729 -13,742 -3%
FMA
24
Fiduciary Management Associates
Illinois
$19.9M 379,415 +61,080 +19%
HJMC
25
Hellman Jordan Management Company
Massachusetts
$16.4M 312,797 -5,753 -2%
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