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Evercore Partners Inc. Class A
Evercore Partners 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 WEALTHPLAN PARTNERS, LLC 610 32 0.00%
2 CUTLER GROUP LLC / CA 2,100 1,000 0.00% Call
3 Kavar Capital Partners, LLC 27 1,000 0.00%
4 SIGNATUREFD, LLC 11 1,000 0.00%
5 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 10 1,000 0.00%
6 MassMutual Private Wealth & Trust, FSB 27 1,460 0.00%
7 MOSAIC FAMILY WEALTH, LLC 52 2,000 0.00%
8 Gemmer Asset Management LLC 51 3,000 0.00%
9 DELTA ASSET MANAGEMENT LLC/TN 53 3,000 0.00%
10 HUNTINGTON NATIONAL BANK 53 3,000 0.00%
11 CITIZENS FINANCIAL GROUP INC/DE 23 3,000 0.00%
12 Tower Research Capital LLC (TRC) 100 5,000 0.00%
13 QUADRANT CAPITAL GROUP LLC 113 6,000 0.00%
14 KANALY TRUST CO 106 6,000 0.00%
15 THOMPSON DAVIS & CO., INC. 138 7,000 0.00%
16 LOOMIS SAYLES & CO L P 168 9,000 0.00%
17 PRELUDE CAPITAL MANAGEMENT, LLC 200 11,000 0.00%
18 Creative Planning 200 11,000 0.00%
19 MSI Financial Services Inc 209 11,000 0.00%
20 ACADIAN ASSET MANAGEMENT LLC 217 12,000 0.00%
21 Walleye Trading LLC 232 13,000 0.00%
22 Walleye Trading LLC 300 16,000 0.00% Put
23 SMITH ASSET MANAGEMENT GROUP LP 313 17,000 0.00%
24 VERSANT CAPITAL MANAGEMENT, INC 582 31,000 0.00%
25 Lenox Wealth Management, Inc. 776 42,000 0.00%
26 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 809 44,000 0.00%
27 D.A. DAVIDSON & CO. 855 46,000 0.00%
28 Zurcher Kantonalbank (Zurich Cantonalbank) 884 48,000 0.00%
29 HERNDON CAPITAL MANAGEMENT LLC 908 49,000 0.00%
30 SIMPLEX TRADING, LLC 934 50,000 0.00%
31 STRS OHIO 1,100 59,000 0.00%
32 SIT INVESTMENT ASSOCIATES INC 1,300 70,000 0.00%
33 LS Investment Advisors, LLC 1,313 71,000 0.00%
34 Independent Portfolio Consultants, Inc. 1,375 74,000 0.00%
35 BlackRock Finance, Inc. 1,479 81,000 0.00%
36 IFP ADVISORS, INC 1,808 98,000 0.00%
37 VICTORY CAPITAL MANAGEMENT INC 1,880 102,000 0.01%
38 BARCLAYS PLC 2,175 117,000 0.01%
39 GAM SYSTEMATIC LLP 2,355 127,000 0.01%
40 PEAK6 Group LLC 2,687 145,000 0.01%
41 FIRST MERCANTILE TRUST CO 2,870 155,000 0.01%
42 MEEDER ASSET MANAGEMENT INC 2,952 160,000 0.01%
43 ENVESTNET ASSET MANAGEMENT INC 3,383 183,000 0.01%
44 TEACHER RETIREMENT SYSTEM OF TEXAS 3,656 198,000 0.01%
45 LADENBURG THALMANN FINANCIAL SERVICES INC. 3,838 207,000 0.01%
46 DEERE & CO 3,863 209,000 0.01%
47 Virtu KCG Holdings LLC 4,119 223,000 0.01%
48 GLENMEDE TRUST CO NA 4,249 228,000 0.01%
49 CANADA LIFE ASSURANCE Co 4,255 230,000 0.01%
50 AQR CAPITAL MANAGEMENT LLC 4,269 231,000 0.01%
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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.