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EVERCORE INC CLASS A
EVERCORE INC CLASS A. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 213 Institutional holders with a total value of $1,740,441,855.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 FMR LLC 2,704,960 149,449,000 8.59%
2 VANGUARD GROUP INC 2,063,412 114,004,000 6.55%
3 BlackRock Fund Advisors 2,011,956 111,161,000 6.39%
4 JENNISON ASSOCIATES LLC 1,530,135 84,540,000 4.86%
5 LORD, ABBETT & CO. LLC 1,165,798 64,410,000 3.70%
6 SUNTRUST BANKS INC 1,085,377 59,965,000 3.45%
7 Invesco Ltd. 896,823 49,549,000 2.85%
8 BlackRock Institutional Trust Company, N.A. 873,120 48,240,000 2.77%
9 STATE STREET CORP 730,911 40,385,000 2.32%
10 KING LUTHER CAPITAL MANAGEMENT CORP 641,435 35,439,000 2.04%
11 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 581,860 32,147,765 1.85%
12 FRANKLIN RESOURCES INC 565,725 31,257,000 1.80%
13 Apex Capital Management 522,850 28,887,000 1.66%
14 DIMENSIONAL FUND ADVISORS LP 518,544 28,648,000 1.65%
15 OppenheimerFunds, Inc. 501,390 27,702,000 1.59%
16 RAINIER INVESTMENT MANAGEMENT LLC 494,910 27,344,000 1.57%
17 Penn Capital Management Company, LLC 484,109 26,747,000 1.54%
18 NORTHERN TRUST CORP 460,448 25,439,000 1.46%
19 CHARTWELL INVESTMENT PARTNERS/PA 451,648 24,954,000 1.43%
20 MORGAN STANLEY 446,747 24,683,000 1.42%
21 Channing Capital Management, LLC 416,051 22,987,000 1.32%
22 Nuveen Asset Management, LLC 395,118 21,830,000 1.25%
23 STATE OF WISCONSIN INVESTMENT BOARD 390,668 21,584,000 1.24%
24 CRAMER ROSENTHAL MCGLYNN LLC 366,110 20,228,000 1.16%
25 Bank of New York Mellon Corp 353,496 19,531,000 1.12%
26 Pine River Capital Management L.P. 350,132 19,344,000 1.11%
27 PRINCIPAL FINANCIAL GROUP INC 339,729 18,770,000 1.08%
28 SENTINEL ASSET MANAGEMENT, INC. 312,070 17,242,000 0.99%
29 WELLS FARGO & COMPANY/MN 310,081 17,131,000 0.98%
30 abrdn Investment Management Ltd 304,969 16,851,000 0.97%
31 FIDUCIARY MANAGEMENT ASSOCIATES LLC 265,365 14,661,000 0.84%
32 WEATHERBIE CAPITAL, LLC 261,541 14,450,000 0.83%
33 SKYLINE ASSET MANAGEMENT LP 261,300 14,437,000 0.83%
34 MANAGED ACCOUNT ADVISORS LLC 259,520 14,338,000 0.82%
35 GEODE CAPITAL MANAGEMENT, LLC 245,621 13,570,000 0.78%
36 HELLMAN JORDAN MANAGEMENT CO INC /MA/ 245,000 13,536,000 0.78%
37 TIAA CREF INVESTMENT MANAGEMENT LLC 238,073 13,154,000 0.76%
38 MILLENNIUM MANAGEMENT LLC 228,026 12,598,000 0.72%
39 CITADEL ADVISORS LLC 202,299 11,176,000 0.64%
40 PALISADE CAPITAL MANAGEMENT, LP 199,280 11,010,000 0.63%
41 NEW YORK STATE COMMON RETIREMENT FUND 193,764 10,705,000 0.62%
42 PANAGORA ASSET MANAGEMENT INC 193,493 10,690,000 0.61%
43 EMERALD MUTUAL FUND ADVISERS TRUST 192,297 10,624,000 0.61%
44 TURNER INVESTMENTS LLC 183,748 10,152,000 0.58%
45 WELLINGTON MANAGEMENT GROUP LLP 182,400 10,078,000 0.58%
46 EMERALD ADVISERS, LLC 177,280 9,795,000 0.56%
47 AMERIPRISE FINANCIAL INC 175,998 9,724,000 0.56%
48 Irving Magee Investment Management 171,934 9,499,000 0.55%
49 AMERICAN CENTURY COMPANIES INC 168,789 9,326,000 0.54%
50 FLPUTNAM INVESTMENT MANAGEMENT CO 161,972 8,949,000 0.51%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.