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

Institutional Holders (2015Q3)
Portfolio Summary: 205 Institutional holders with a total value of $1,710,648,283.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 abrdn Investment Management Ltd 3,028,878 152,125,000 8.89%
2 WELLS FARGO & COMPANY/MN 2,400,333 120,593,000 7.05%
3 VANGUARD GROUP INC 2,359,165 118,525,000 6.93%
4 BlackRock Fund Advisors 2,201,965 110,627,000 6.47%
5 WELLINGTON MANAGEMENT GROUP LLP 1,244,434 62,521,000 3.65%
6 VIRTUS CAPITAL ADVISERS, LLC 938,944 47,172,000 2.76%
7 BlackRock Institutional Trust Company, N.A. 881,874 44,305,000 2.59%
8 Channing Capital Management, LLC 840,632 42,233,000 2.47%
9 VOYA INVESTMENT MANAGEMENT LLC 818,518 41,123,000 2.40%
10 FRANKLIN RESOURCES INC 802,710 40,328,000 2.36%
11 Invesco Ltd. 791,505 39,765,000 2.32%
12 DIMENSIONAL FUND ADVISORS LP 745,431 37,450,000 2.19%
13 LORD, ABBETT & CO. LLC 722,231 36,285,000 2.12%
14 STATE STREET CORP 696,240 34,973,000 2.04%
15 JPMORGAN CHASE & CO 695,603 34,947,000 2.04%
16 Calamos Advisors LLC 678,753 34,101,000 1.99%
17 MILLENNIUM MANAGEMENT LLC 591,746 29,729,000 1.74%
18 Bank of New York Mellon Corp 554,813 27,874,000 1.63%
19 RENAISSANCE TECHNOLOGIES LLC 474,900 23,859,000 1.39%
20 FIDUCIARY MANAGEMENT ASSOCIATES LLC 450,748 22,648,000 1.32%
21 MORGAN STANLEY 437,764 21,994,000 1.29%
22 CHARTWELL INVESTMENT PARTNERS, LLC 431,730 21,690,000 1.27%
23 NORTHERN TRUST CORP 425,751 21,390,000 1.25%
24 PRINCIPAL FINANCIAL GROUP INC 409,240 20,561,000 1.20%
25 AMERICAN CENTURY COMPANIES INC 337,538 16,958,000 0.99%
26 Perkins Investment Management, LLC 335,652 16,863,000 0.99%
27 PALISADE CAPITAL MANAGEMENT, LP 335,241 16,843,000 0.98%
28 UBS Group AG 334,855 16,823,000 0.98%
29 WEATHERBIE CAPITAL, LLC 316,256 15,889,000 0.93%
30 NORGES BANK 311,131 15,631,000 0.91%
31 STATE OF WISCONSIN INVESTMENT BOARD 300,636 15,104,000 0.88%
32 SENTINEL ASSET MANAGEMENT, INC. 294,970 14,819,000 0.87%
33 MACQUARIE GROUP LTD 275,056 13,819,000 0.81%
34 TEACHERS ADVISORS, LLC 261,836 13,155,000 0.77%
35 Copeland Capital Management, LLC 246,574 12,388,000 0.72%
36 AMERIPRISE FINANCIAL INC 231,007 11,606,000 0.68%
37 HELLMAN JORDAN MANAGEMENT CO INC /MA/ 225,926 11,350,000 0.66%
38 GEODE CAPITAL MANAGEMENT, LLC 217,868 10,945,000 0.64%
39 LMCG INVESTMENTS, LLC 205,973 10,349,000 0.60%
40 PANAGORA ASSET MANAGEMENT INC 195,041 9,799,000 0.57%
41 THRIVENT FINANCIAL FOR LUTHERANS 193,389 9,715,000 0.57%
42 TIAA CREF INVESTMENT MANAGEMENT LLC 184,265 9,257,000 0.54%
43 Irving Magee Investment Management 172,008 8,642,000 0.51%
44 LOMBARDIA CAPITAL PARTNERS LLC 159,435 8,010,000 0.47%
45 MALTESE CAPITAL MANAGEMENT LLC 155,000 7,787,000 0.46%
46 IVORY INVESTMENT MANAGEMENT, LLC 149,187 7,495,000 0.44%
47 BAHL & GAYNOR INC 141,344 7,101,000 0.42%
48 Granahan Investment Management, LLC 132,900 6,677,000 0.39%
49 RUSSELL FRANK CO/ 127,081 6,384,000 0.37%
50 Nationwide Fund Advisors 126,182 6,339,000 0.37%
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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.