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

Institutional Holders (2016Q2)
Portfolio Summary: 227 Institutional holders with a total value of $1,546,393,741.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WELLINGTON MANAGEMENT GROUP LLP 3,114,472 137,629,000 8.90%
2 VANGUARD GROUP INC 2,825,192 124,844,000 8.07%
3 BlackRock Fund Advisors 2,542,520 112,354,000 7.27%
4 WELLS FARGO & COMPANY/MN 2,164,927 95,670,000 6.19%
5 abrdn Investment Management Ltd 1,228,622 54,305,000 3.51%
6 RENAISSANCE TECHNOLOGIES LLC 1,087,700 48,065,000 3.11%
7 BlackRock Institutional Trust Company, N.A. 1,027,795 45,418,000 2.94%
8 VIRTUS CAPITAL ADVISERS, LLC 944,900 41,217,000 2.67%
9 Junto Capital Management LP 921,454 40,719,000 2.63%
10 DIMENSIONAL FUND ADVISORS LP 908,411 40,140,000 2.60%
11 Channing Capital Management, LLC 893,723 39,494,000 2.55%
12 JPMORGAN CHASE & CO 887,195 39,206,000 2.54%
13 VOYA INVESTMENT MANAGEMENT LLC 803,500 35,507,000 2.30%
14 STATE STREET CORP 791,213 34,965,000 2.26%
15 CITADEL ADVISORS LLC 634,043 28,018,000 1.81%
16 Bank of New York Mellon Corp 599,886 26,509,000 1.71%
17 Calamos Advisors LLC 541,929 23,948,000 1.55%
18 PRINCIPAL FINANCIAL GROUP INC 522,314 23,081,000 1.49%
19 FRANKLIN RESOURCES INC 507,065 22,407,000 1.45%
20 NORTHERN TRUST CORP 494,854 21,868,000 1.41%
21 MORGAN STANLEY 480,857 21,250,000 1.37%
22 MACQUARIE GROUP LTD 415,874 18,377,000 1.19%
23 CHARTWELL INVESTMENT PARTNERS, LLC 351,458 15,531,000 1.00%
24 NORGES BANK 337,043 14,894,000 0.96%
25 PANAGORA ASSET MANAGEMENT INC 314,714 13,907,000 0.90%
26 TEACHERS ADVISORS, LLC 313,887 13,871,000 0.90%
27 UBS Group AG 312,672 13,817,000 0.89%
28 STATE OF WISCONSIN INVESTMENT BOARD 303,645 13,418,000 0.87%
29 OppenheimerFunds, Inc. 280,901 12,413,000 0.80%
30 AMERICAN CENTURY COMPANIES INC 265,846 11,748,000 0.76%
31 GEODE CAPITAL MANAGEMENT, LLC 260,003 11,489,000 0.74%
32 Copeland Capital Management, LLC 250,213 11,057,000 0.72%
33 AMERIPRISE FINANCIAL INC 235,853 10,422,000 0.67%
34 BALYASNY ASSET MANAGEMENT L.P. 233,153 10,303,000 0.67%
35 RAINIER INVESTMENT MANAGEMENT LLC 188,910 8,347,000 0.54%
36 TIAA CREF INVESTMENT MANAGEMENT LLC 185,257 8,187,000 0.53%
37 GOLDMAN SACHS GROUP INC 181,440 8,017,000 0.52%
38 SENTINEL ASSET MANAGEMENT, INC. 180,782 7,989,000 0.52%
39 BAHL & GAYNOR INC 174,421 7,708,000 0.50%
40 Irving Magee Investment Management 171,970 7,599,000 0.49%
41 LOMBARDIA CAPITAL PARTNERS LLC 165,665 7,321,000 0.47%
42 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 165,601 7,318,000 0.47%
43 Nuveen Asset Management, LLC 158,111 6,987,000 0.45%
44 Retirement Systems of Alabama 156,000 6,894,000 0.45%
45 MILLENNIUM MANAGEMENT LLC 147,739 6,529,000 0.42%
46 BlackRock Investment Management, LLC 145,758 6,441,000 0.42%
47 Nationwide Fund Advisors 144,451 6,383,000 0.41%
48 FIFTH THIRD BANCORP 141,028 6,232,000 0.40%
49 THRIVENT FINANCIAL FOR LUTHERANS 137,329 6,069,000 0.39%
50 NEW YORK STATE COMMON RETIREMENT FUND 136,721 6,042,000 0.39%
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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.