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

Institutional Holders (2014Q4)
Portfolio Summary: 202 Institutional holders with a total value of $1,698,336,445.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 abrdn Investment Management Ltd 3,177,917 166,411,000 9.80%
2 BlackRock Fund Advisors 2,101,436 110,052,000 6.48%
3 VANGUARD GROUP INC 2,078,553 108,854,000 6.41%
4 MILLENNIUM MANAGEMENT LLC 1,197,238 62,699,000 3.69%
5 VIRTUS CAPITAL ADVISERS, LLC 962,791 50,421,000 2.97%
6 BlackRock Institutional Trust Company, N.A. 922,130 48,292,000 2.84%
7 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 897,377 46,995,634 2.77%
8 FMR LLC 884,860 46,340,000 2.73%
9 Invesco Ltd. 836,147 43,789,000 2.58%
10 VOYA INVESTMENT MANAGEMENT LLC 799,381 41,864,000 2.47%
11 WELLS FARGO & COMPANY/MN 796,350 41,704,000 2.46%
12 CITADEL ADVISORS LLC 709,510 37,158,000 2.19%
13 STATE STREET CORP 701,482 36,738,000 2.16%
14 DIMENSIONAL FUND ADVISORS LP 637,408 33,382,000 1.97%
15 Channing Capital Management, LLC 628,440 32,911,000 1.94%
16 Perkins Investment Management, LLC 541,700 28,369,000 1.67%
17 IVORY INVESTMENT MANAGEMENT, LLC 522,213 27,349,000 1.61%
18 LORD, ABBETT & CO. LLC 493,873 25,864,000 1.52%
19 WEATHERBIE CAPITAL, LLC 480,222 25,149,000 1.48%
20 FRANKLIN RESOURCES INC 447,759 23,449,000 1.38%
21 Bank of New York Mellon Corp 440,019 23,043,000 1.36%
22 NORTHERN TRUST CORP 408,729 21,404,000 1.26%
23 FIDUCIARY MANAGEMENT ASSOCIATES LLC 379,415 19,870,000 1.17%
24 HELLMAN JORDAN MANAGEMENT CO INC /MA/ 312,797 16,381,000 0.96%
25 NORGES BANK 309,752 16,222,000 0.96%
26 STATE OF WISCONSIN INVESTMENT BOARD 300,636 15,744,000 0.93%
27 BLACKROCK ADVISORS LLC 298,942 15,656,000 0.92%
28 MORGAN STANLEY 297,199 15,565,000 0.92%
29 MACQUARIE GROUP LTD 285,322 14,942,000 0.88%
30 TEACHERS ADVISORS, LLC 283,963 14,871,000 0.88%
31 Junto Capital Management LP 278,500 14,585,000 0.86%
32 WELLINGTON MANAGEMENT GROUP LLP 277,734 14,545,000 0.86%
33 SENTINEL ASSET MANAGEMENT, INC. 273,270 14,311,000 0.84%
34 CHARTWELL INVESTMENT PARTNERS, LLC 266,343 13,948,000 0.82%
35 PRINCIPAL FINANCIAL GROUP INC 261,716 13,706,000 0.81%
36 JPMORGAN CHASE & CO 222,362 11,645,000 0.69%
37 OppenheimerFunds, Inc. 220,020 11,522,000 0.68%
38 AMERICAN CENTURY COMPANIES INC 204,695 10,720,000 0.63%
39 AMERIPRISE FINANCIAL INC 198,459 10,393,000 0.61%
40 GEODE CAPITAL MANAGEMENT, LLC 193,726 10,144,000 0.60%
41 PALISADE CAPITAL MANAGEMENT, LP 190,707 9,987,000 0.59%
42 RENAISSANCE TECHNOLOGIES LLC 190,100 9,956,000 0.59%
43 HIGHBRIDGE CAPITAL MANAGEMENT LLC 186,058 9,744,000 0.57%
44 TIAA CREF INVESTMENT MANAGEMENT LLC 185,019 9,689,000 0.57%
45 Irving Magee Investment Management 172,007 9,008,000 0.53%
46 TWO SIGMA INVESTMENTS, LP 171,461 8,979,000 0.53%
47 PANAGORA ASSET MANAGEMENT INC 169,189 8,860,000 0.52%
48 UBS Group AG 169,144 8,858,000 0.52%
49 FRED ALGER MANAGEMENT, LLC 159,790 8,368,000 0.49%
50 NEW YORK STATE COMMON RETIREMENT FUND 157,754 8,262,000 0.49%
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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.