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

Institutional Holders (2015Q1)
Portfolio Summary: 204 Institutional holders with a total value of $1,716,568,792.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 abrdn Investment Management Ltd 3,211,074 165,836,000 9.66%
2 BlackRock Fund Advisors 2,231,874 115,299,000 6.72%
3 VANGUARD GROUP INC 2,142,359 110,675,000 6.45%
4 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 998,969 51,606,739 3.01%
5 WELLS FARGO & COMPANY/MN 987,623 51,021,000 2.97%
6 VIRTUS CAPITAL ADVISERS, LLC 938,188 48,467,000 2.82%
7 MILLENNIUM MANAGEMENT LLC 896,020 46,288,000 2.70%
8 BlackRock Institutional Trust Company, N.A. 859,800 44,417,000 2.59%
9 Invesco Ltd. 845,020 43,654,000 2.54%
10 VOYA INVESTMENT MANAGEMENT LLC 819,675 42,345,000 2.47%
11 Channing Capital Management, LLC 795,556 41,098,000 2.39%
12 STATE STREET CORP 710,092 36,684,000 2.14%
13 DIMENSIONAL FUND ADVISORS LP 689,023 35,594,000 2.07%
14 MORGAN STANLEY 645,199 33,333,000 1.94%
15 Perkins Investment Management, LLC 546,139 28,214,000 1.64%
16 Calamos Advisors LLC 537,764 27,781,000 1.62%
17 FRANKLIN RESOURCES INC 535,133 27,645,000 1.61%
18 FIDUCIARY MANAGEMENT ASSOCIATES LLC 484,890 25,050,000 1.46%
19 WEATHERBIE CAPITAL, LLC 474,883 24,532,000 1.43%
20 Bank of New York Mellon Corp 467,278 24,140,000 1.41%
21 JPMORGAN CHASE & CO 440,840 22,775,000 1.33%
22 RENAISSANCE TECHNOLOGIES LLC 439,400 22,699,000 1.32%
23 NORTHERN TRUST CORP 417,056 21,545,000 1.26%
24 IVORY INVESTMENT MANAGEMENT, LLC 390,128 20,154,000 1.17%
25 TEACHERS ADVISORS, LLC 382,750 19,773,000 1.15%
26 WELLINGTON MANAGEMENT GROUP LLP 362,204 18,711,000 1.09%
27 AMERICAN CENTURY COMPANIES INC 345,293 17,838,000 1.04%
28 SENTINEL ASSET MANAGEMENT, INC. 344,870 17,816,000 1.04%
29 FMR LLC 328,660 16,979,000 0.99%
30 MACQUARIE GROUP LTD 322,618 16,666,000 0.97%
31 HELLMAN JORDAN MANAGEMENT CO INC /MA/ 313,602 16,200,000 0.94%
32 STATE OF WISCONSIN INVESTMENT BOARD 300,636 15,531,000 0.90%
33 NORGES BANK 291,131 15,040,000 0.88%
34 UBS Group AG 278,753 14,400,000 0.84%
35 PRINCIPAL FINANCIAL GROUP INC 272,387 14,071,000 0.82%
36 CHARTWELL INVESTMENT PARTNERS, LLC 261,943 13,532,000 0.79%
37 HIGHBRIDGE CAPITAL MANAGEMENT LLC 238,361 12,314,000 0.72%
38 TIAA CREF INVESTMENT MANAGEMENT LLC 237,695 12,279,000 0.72%
39 CITADEL ADVISORS LLC 233,759 12,076,000 0.70%
40 LORD, ABBETT & CO. LLC 225,581 11,654,000 0.68%
41 NEW YORK STATE COMMON RETIREMENT FUND 224,108 11,577,000 0.67%
42 GEODE CAPITAL MANAGEMENT, LLC 220,593 11,395,000 0.66%
43 DEUTSCHE BANK AG\ 211,506 10,925,000 0.64%
44 BLACKROCK ADVISORS LLC 210,416 10,870,000 0.63%
45 AMERIPRISE FINANCIAL INC 210,065 10,852,000 0.63%
46 TWO SIGMA INVESTMENTS, LP 193,341 9,988,000 0.58%
47 PALISADE CAPITAL MANAGEMENT, LP 185,213 9,568,000 0.56%
48 PANAGORA ASSET MANAGEMENT INC 184,376 9,525,000 0.55%
49 Irving Magee Investment Management 172,007 8,886,000 0.52%
50 Monarch Partners Asset Management LLC 162,045 8,371,000 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.