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

Institutional Holders (2014Q3)
Portfolio Summary: 218 Institutional holders with a total value of $1,518,504,377.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD GROUP INC 2,098,061 98,608,000 6.49%
2 BlackRock Fund Advisors 1,908,852 89,716,000 5.91%
3 abrdn Investment Management Ltd 1,537,474 72,284,000 4.76%
4 FMR LLC 1,274,960 59,923,000 3.95%
5 BlackRock Institutional Trust Company, N.A. 1,075,299 50,539,000 3.33%
6 VIRTUS CAPITAL ADVISERS, LLC 980,827 46,099,000 3.04%
7 Invesco Ltd. 843,477 39,643,000 2.61%
8 WELLS FARGO & COMPANY/MN 820,610 38,567,000 2.54%
9 STATE STREET CORP 705,987 33,182,000 2.19%
10 LORD, ABBETT & CO. LLC 705,114 33,140,000 2.18%
11 MILLENNIUM MANAGEMENT LLC 692,302 32,538,000 2.14%
12 VOYA INVESTMENT MANAGEMENT LLC 671,693 31,570,000 2.08%
13 FRANKLIN RESOURCES INC 651,856 30,637,000 2.02%
14 DIMENSIONAL FUND ADVISORS LP 580,703 27,293,000 1.80%
15 Channing Capital Management, LLC 541,745 25,462,000 1.68%
16 CITADEL ADVISORS LLC 539,876 25,375,000 1.67%
17 IVORY INVESTMENT MANAGEMENT, LLC 520,837 24,479,000 1.61%
18 Penn Capital Management Company, LLC 515,960 24,250,000 1.60%
19 Apex Capital Management 491,500 23,100,000 1.52%
20 NORTHERN TRUST CORP 422,471 19,856,000 1.31%
21 Bank of New York Mellon Corp 400,073 18,804,000 1.24%
22 Perkins Investment Management, LLC 395,796 18,602,000 1.23%
23 MORGAN STANLEY 377,424 17,739,000 1.17%
24 WEATHERBIE CAPITAL, LLC 376,238 17,683,000 1.16%
25 OppenheimerFunds, Inc. 372,520 17,508,000 1.15%
26 STATE OF WISCONSIN INVESTMENT BOARD 365,883 17,196,000 1.13%
27 CHARTWELL INVESTMENT PARTNERS, LLC 363,518 17,085,000 1.13%
28 BLACKROCK ADVISORS LLC 340,870 16,021,000 1.06%
29 SENTINEL ASSET MANAGEMENT, INC. 339,100 15,938,000 1.05%
30 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 324,999 15,275,000 1.01%
31 RAINIER INVESTMENT MANAGEMENT LLC 323,910 15,223,000 1.00%
32 HELLMAN JORDAN MANAGEMENT CO INC /MA/ 318,550 14,972,000 0.99%
33 FIDUCIARY MANAGEMENT ASSOCIATES LLC 318,335 14,962,000 0.99%
34 FRED ALGER MANAGEMENT, LLC 311,018 14,618,000 0.96%
35 Nuveen Asset Management, LLC 270,375 12,708,000 0.84%
36 MACQUARIE GROUP LTD 263,419 12,381,000 0.82%
37 PRINCIPAL FINANCIAL GROUP INC 263,245 12,373,000 0.81%
38 GEODE CAPITAL MANAGEMENT, LLC 256,637 12,061,000 0.79%
39 HIGHBRIDGE CAPITAL MANAGEMENT LLC 248,747 11,691,000 0.77%
40 NEW YORK STATE COMMON RETIREMENT FUND 247,060 11,612,000 0.76%
41 PRICE T ROWE ASSOCIATES INC /MD/ 238,966 11,231,000 0.74%
42 TIAA CREF INVESTMENT MANAGEMENT LLC 224,191 10,537,000 0.69%
43 WELLINGTON MANAGEMENT GROUP LLP 222,143 10,441,000 0.69%
44 NORGES BANK 218,751 10,281,000 0.68%
45 ASCEND CAPITAL, LLC 215,055 10,108,000 0.67%
46 TEACHERS ADVISORS, LLC 212,633 9,994,000 0.66%
47 AMERIPRISE FINANCIAL INC 196,544 9,237,000 0.61%
48 PALISADE CAPITAL MANAGEMENT, LP 194,621 9,147,000 0.60%
49 AMERICAN CENTURY COMPANIES INC 193,063 9,074,000 0.60%
50 EMERALD MUTUAL FUND ADVISERS TRUST 192,017 9,025,000 0.59%
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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.