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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 HERNDON CAPITAL MANAGEMENT LLC 24 1,000 0.00%
2 MSI Financial Services Inc 19 1,000 0.00%
3 Gemmer Asset Management LLC 11 1,000 0.00%
4 ClariVest Asset Management LLC 18 1,000 0.00%
5 FineMark National Bank & Trust 26 1,000 0.00%
6 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 11 1,000 0.00%
7 HUNTINGTON NATIONAL BANK 32 2,000 0.00%
8 WEALTHFRONT CORP 30 2,000 0.00%
9 THOMPSON DAVIS & CO., INC. 47 2,000 0.00%
10 ACADIAN ASSET MANAGEMENT LLC 93 5,000 0.00%
11 Zurcher Kantonalbank (Zurich Cantonalbank) 136 7,000 0.00%
12 PRELUDE CAPITAL MANAGEMENT, LLC 200 10,000 0.00%
13 Simplicity Solutions, LLC 389 20,096 0.00%
14 LADENBURG THALMANN FINANCIAL SERVICES INC. 417 21,000 0.00%
15 Parallax Volatility Advisers, L.P. 700 36,000 0.00% Call
16 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 775 40,000 0.00%
17 BNP PARIBAS FINANCIAL MARKETS 782 40,398 0.00%
18 BOSTON PRIVATE BANK & TRUST CO 820 42,000 0.00%
19 BARCLAYS PLC 994 50,000 0.00%
20 BlackRock Finance, Inc. 970 50,000 0.00%
21 TEACHER RETIREMENT SYSTEM OF TEXAS 1,036 54,000 0.00%
22 D.A. DAVIDSON & CO. 1,148 59,000 0.00%
23 Tower Research Capital LLC (TRC) 1,298 67,000 0.00%
24 NORDEA INVESTMENT MANAGEMENT AB 1,331 69,000 0.00%
25 Independent Portfolio Consultants, Inc. 1,420 73,000 0.00%
26 FIRST NEW YORK SECURITIES LLC /NY 1,500 77,490 0.00%
27 CANADA LIFE ASSURANCE Co 2,255 116,000 0.01%
28 FIRST MERCANTILE TRUST CO 2,340 121,000 0.01%
29 Quantbot Technologies LP 3,004 155,000 0.01%
30 BANK OF AMERICA CORP /DE/ 3,118 161,000 0.01%
31 MassMutual Private Wealth & Trust, FSB 3,231 166,913 0.01%
32 Advisors Asset Management, Inc. 3,762 194,000 0.01%
33 GLENMEDE TRUST CO NA 3,851 198,000 0.01%
34 Virtu KCG Holdings LLC 4,736 245,000 0.01%
35 MASON STREET ADVISORS, LLC 4,898 253,000 0.01%
36 PEAK6 Group LLC 4,911 254,000 0.01%
37 Calamos Wealth Management LLC 4,926 254,000 0.01%
38 Aperio Group, LLC 5,093 263,000 0.02% SH
39 LOS ANGELES CAPITAL MANAGEMENT LLC 5,110 264,000 0.02%
40 NumerixS Investment Technologies Inc 5,426 280,000 0.02%
41 Legal & General Group Plc 5,767 299,000 0.02%
42 GRAY FINANCIAL GROUP /GA /ADV /ADV 5,907 305,000 0.02%
43 DELTEC ASSET MANAGEMENT LLC 5,936 307,000 0.02%
44 NOMURA HOLDINGS INC 6,012 311,000 0.02%
45 BANK OF MONTREAL /CAN/ 6,461 333,000 0.02%
46 Laird Norton Wetherby Wealth Management, LLC 6,500 336,000 0.02%
47 Princeton Alpha Management LP 6,721 347,000 0.02%
48 Municipal Employees' Retirement System of Michigan 6,800 351,000 0.02%
49 BALYASNY ASSET MANAGEMENT L.P. 7,020 363,000 0.02%
50 ProShare Advisors LLC 7,381 381,000 0.02%
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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.