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

Institutional Holders (2016Q3)
Portfolio Summary: 229 Institutional holders with a total value of $1,851,465,970.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 QUADRANT CAPITAL GROUP LLC 17 0 0.00%
2 Cable Hill Partners, LLC 7 0 0.00%
3 MSI Financial Services Inc 20 1,000 0.00%
4 First Personal Financial Services 17 1,000 0.00%
5 HUNTINGTON NATIONAL BANK 22 1,000 0.00%
6 CITIZENS FINANCIAL GROUP INC/DE 47 2,000 0.00%
7 Plante Moran Financial Advisors, LLC 39 2,000 0.00%
8 DELTA ASSET MANAGEMENT LLC/TN 53 3,000 0.00%
9 MOSAIC FAMILY WEALTH, LLC 52 3,000 0.00%
10 CUTLER GROUP LLC / CA 2,000 3,000 0.00% Call
11 LOOMIS SAYLES & CO L P 131 7,000 0.00%
12 JNBA Financial Advisors 190 10,000 0.00%
13 SIGNATUREFD, LLC 190 10,000 0.00%
14 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 241 12,000 0.00%
15 PEAK6 Group LLC 259 13,000 0.00%
16 SUTTON WEALTH ADVISORS INC. 300 15,453 0.00%
17 JACOBI CAPITAL MANAGEMENT LLC 320 16,000 0.00%
18 ORRSTOWN FINANCIAL SERVICES INC 310 16,000 0.00%
19 IFP ADVISORS, INC 423 22,000 0.00%
20 ADVISOR GROUP, INC. 431 22,000 0.00%
21 NISA INVESTMENT ADVISORS, LLC 500 26,000 0.00%
22 HERNDON CAPITAL MANAGEMENT LLC 573 30,000 0.00%
23 LADENBURG THALMANN FINANCIAL SERVICES INC. 626 32,000 0.00%
24 INVICTUS RG 699 36,000 0.00%
25 D.A. DAVIDSON & CO. 819 42,000 0.00%
26 Independent Portfolio Consultants, Inc. 850 44,000 0.00%
27 BlackRock Japan Co. Ltd 1,016 52,000 0.00%
28 PRELUDE CAPITAL MANAGEMENT, LLC 1,000 52,000 0.00%
29 SIT INVESTMENT ASSOCIATES INC 1,000 52,000 0.00%
30 GAM SYSTEMATIC LLP 1,051 54,000 0.00%
31 Zurcher Kantonalbank (Zurich Cantonalbank) 1,053 54,000 0.00%
32 LS Investment Advisors, LLC 1,423 73,000 0.00%
33 STRS OHIO 1,500 77,000 0.00%
34 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1,487 77,000 0.00%
35 RIVERHEAD CAPITAL MANAGEMENT LLC 1,600 82,000 0.00%
36 VICTORY CAPITAL MANAGEMENT INC 1,651 85,000 0.00%
37 PEAK6 Group LLC 1,700 88,000 0.00% Call
38 FIRST MERCANTILE TRUST CO 1,770 91,000 0.00%
39 ACADIAN ASSET MANAGEMENT LLC 1,997 104,000 0.01%
40 FULLER & THALER ASSET MANAGEMENT, INC. 2,600 134,000 0.01%
41 Advisors Asset Management, Inc. 2,961 153,000 0.01%
42 ACROSPIRE INVESTMENT MANAGEMENT LLC 3,527 182,000 0.01%
43 Walleye Trading LLC 3,600 185,000 0.01% Put
44 SEI INVESTMENTS CO 3,795 196,000 0.01%
45 BAR HARBOR WEALTH MANAGEMENT 3,968 204,000 0.01%
46 Walleye Trading LLC 4,100 212,000 0.01% Call
47 PEAK6 Group LLC 4,200 216,000 0.01% Put
48 CAPSTONE INVESTMENT ADVISORS, LLC 4,209 216,000 0.01%
49 TEACHER RETIREMENT SYSTEM OF TEXAS 4,269 220,000 0.01%
50 HBK INVESTMENTS L P 4,300 221,000 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.