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

Institutional Holders (2014Q2)
Portfolio Summary: 198 Institutional holders with a total value of $1,848,643,276.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 FMR LLC 2,458,760 141,723,000 7.67%
2 VANGUARD GROUP INC 1,981,854 114,234,000 6.18%
3 BlackRock Fund Advisors 1,852,912 106,802,000 5.78%
4 JENNISON ASSOCIATES LLC 1,658,380 95,589,000 5.17%
5 LORD, ABBETT & CO. LLC 1,081,145 62,317,000 3.37%
6 VIRTUS CAPITAL ADVISERS, LLC 987,007 56,891,000 3.08%
7 BlackRock Institutional Trust Company, N.A. 880,985 50,780,000 2.75%
8 Invesco Ltd. 829,862 47,833,000 2.59%
9 abrdn Investment Management Ltd 782,880 45,116,000 2.44%
10 STATE STREET CORP 714,367 41,178,000 2.23%
11 KING LUTHER CAPITAL MANAGEMENT CORP 639,530 36,863,000 1.99%
12 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 638,789 36,820,000 1.99%
13 WELLS FARGO & COMPANY/MN 592,026 34,125,000 1.85%
14 FRANKLIN RESOURCES INC 588,662 33,930,000 1.84%
15 Apex Capital Management 588,528 33,923,000 1.84%
16 DIMENSIONAL FUND ADVISORS LP 575,853 33,192,000 1.80%
17 OppenheimerFunds, Inc. 528,010 30,434,000 1.65%
18 Penn Capital Management Company, LLC 491,786 28,347,000 1.53%
19 Channing Capital Management, LLC 470,105 27,097,000 1.47%
20 SKYLINE ASSET MANAGEMENT LP 434,600 25,050,000 1.36%
21 NORTHERN TRUST CORP 404,656 23,324,000 1.26%
22 CHARTWELL INVESTMENT PARTNERS, LLC 375,903 21,667,000 1.17%
23 FRED ALGER MANAGEMENT, LLC 375,884 21,666,000 1.17%
24 CRAMER ROSENTHAL MCGLYNN LLC 370,675 21,366,000 1.16%
25 Bank of New York Mellon Corp 369,422 21,293,000 1.15%
26 WEATHERBIE CAPITAL, LLC 368,414 21,235,000 1.15%
27 MORGAN STANLEY 366,008 21,098,000 1.14%
28 STATE OF WISCONSIN INVESTMENT BOARD 365,883 21,089,000 1.14%
29 Nuveen Asset Management, LLC 362,275 20,882,000 1.13%
30 MILLENNIUM MANAGEMENT LLC 346,564 19,976,000 1.08%
31 HELLMAN JORDAN MANAGEMENT CO INC /MA/ 318,550 18,361,000 0.99%
32 MANAGED ACCOUNT ADVISORS LLC 318,103 18,335,000 0.99%
33 SENTINEL ASSET MANAGEMENT, INC. 313,000 18,041,000 0.98%
34 CITADEL ADVISORS LLC 285,081 16,432,000 0.89%
35 WELLINGTON MANAGEMENT GROUP LLP 282,408 16,278,000 0.88%
36 NEW YORK STATE COMMON RETIREMENT FUND 277,760 16,010,000 0.87%
37 FIDUCIARY MANAGEMENT ASSOCIATES LLC 274,695 15,833,000 0.86%
38 PRINCIPAL FINANCIAL GROUP INC 256,382 14,778,000 0.80%
39 GEODE CAPITAL MANAGEMENT, LLC 255,642 14,735,000 0.80%
40 UBS AG 205,037 11,818,000 0.64%
41 EMERALD MUTUAL FUND ADVISERS TRUST 199,517 11,500,000 0.62%
42 TIAA CREF INVESTMENT MANAGEMENT LLC 191,182 11,020,000 0.60%
43 PRICE T ROWE ASSOCIATES INC /MD/ 190,287 10,968,000 0.59%
44 PALISADE CAPITAL MANAGEMENT, LP 189,558 10,926,000 0.59%
45 MACQUARIE GROUP LTD 187,382 10,801,000 0.58%
46 AMERIPRISE FINANCIAL INC 185,305 10,681,000 0.58%
47 AMERICAN CENTURY COMPANIES INC 174,324 10,048,000 0.54%
48 EMERALD ADVISERS, LLC 172,842 9,963,000 0.54%
49 Irving Magee Investment Management 171,934 9,910,000 0.54%
50 State of Tennessee, Department of Treasury 167,700 9,666,000 0.52%
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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.