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

Institutional Holders (2015Q4)
Portfolio Summary: 224 Institutional holders with a total value of $1,987,906,304.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 abrdn Investment Management Ltd 2,962,785 160,078,000 8.05%
2 VANGUARD GROUP INC 2,714,263 146,762,000 7.38%
3 WELLS FARGO & COMPANY/MN 2,565,384 138,710,000 6.98%
4 BlackRock Fund Advisors 2,489,600 134,613,000 6.77%
5 WELLINGTON MANAGEMENT GROUP LLP 1,995,017 107,871,000 5.43%
6 BlackRock Institutional Trust Company, N.A. 946,179 51,160,000 2.57%
7 Channing Capital Management, LLC 921,093 49,803,000 2.51%
8 VIRTUS CAPITAL ADVISERS, LLC 912,639 49,346,000 2.48%
9 LORD, ABBETT & CO. LLC 888,647 48,049,000 2.42%
10 DIMENSIONAL FUND ADVISORS LP 809,543 43,773,000 2.20%
11 JPMORGAN CHASE & CO 787,921 42,604,000 2.14%
12 Calamos Advisors LLC 740,470 40,037,000 2.01%
13 STATE STREET CORP 729,503 39,443,000 1.98%
14 Invesco Ltd. 701,855 37,950,000 1.91%
15 VOYA INVESTMENT MANAGEMENT LLC 663,557 35,879,000 1.80%
16 FRANKLIN RESOURCES INC 642,218 34,725,000 1.75%
17 Bank of New York Mellon Corp 616,533 33,336,000 1.68%
18 RENAISSANCE TECHNOLOGIES LLC 584,400 31,599,000 1.59%
19 Junto Capital Management LP 558,834 30,216,000 1.52%
20 PRINCIPAL FINANCIAL GROUP INC 502,626 27,177,000 1.37%
21 FIDUCIARY MANAGEMENT ASSOCIATES LLC 490,748 26,534,000 1.33%
22 NORTHERN TRUST CORP 461,512 24,954,000 1.26%
23 MORGAN STANLEY 433,529 23,441,000 1.18%
24 CHARTWELL INVESTMENT PARTNERS, LLC 420,312 22,726,000 1.14%
25 UBS Group AG 376,062 20,334,000 1.02%
26 BAHL & GAYNOR INC 358,113 19,363,000 0.97%
27 NORGES BANK 337,043 18,224,000 0.92%
28 MACQUARIE GROUP LTD 331,936 17,948,000 0.90%
29 STATE OF WISCONSIN INVESTMENT BOARD 303,645 16,418,000 0.83%
30 PALISADE CAPITAL MANAGEMENT, LP 301,811 16,319,000 0.82%
31 AMERICAN CENTURY COMPANIES INC 267,128 14,444,000 0.73%
32 AMERIPRISE FINANCIAL INC 266,599 14,415,000 0.73%
33 OppenheimerFunds, Inc. 264,656 14,310,000 0.72%
34 Copeland Capital Management, LLC 256,982 13,895,000 0.70%
35 TEACHERS ADVISORS, LLC 245,136 13,255,000 0.67%
36 PANAGORA ASSET MANAGEMENT INC 240,408 12,999,000 0.65%
37 HELLMAN JORDAN MANAGEMENT CO INC /MA/ 232,536 12,573,000 0.63%
38 GEODE CAPITAL MANAGEMENT, LLC 231,493 12,516,000 0.63%
39 CASTLEARK MANAGEMENT LLC 230,025 12,437,000 0.63%
40 WEATHERBIE CAPITAL, LLC 220,136 11,903,000 0.60%
41 RAINIER INVESTMENT MANAGEMENT LLC 186,790 10,101,000 0.51%
42 TIAA CREF INVESTMENT MANAGEMENT LLC 180,966 9,785,000 0.49%
43 Irving Magee Investment Management 172,008 9,300,000 0.47%
44 SENTINEL ASSET MANAGEMENT, INC. 169,670 9,174,000 0.46%
45 Gotham Asset Management, LLC 165,137 8,929,000 0.45%
46 Perkins Investment Management, LLC 164,342 8,886,000 0.45%
47 BOSTON ADVISORS LLC 157,624 8,523,000 0.43%
48 LOMBARDIA CAPITAL PARTNERS LLC 155,389 8,402,000 0.42%
49 BNP Paribas Asset Management Holding S.A. 154,109 8,333,000 0.42%
50 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 147,439 7,973,000 0.40%
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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.