Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Evercore Partners Inc. (EVR)  
$184.08 2.58 (1.42%) as of 4:30 Wed 5/1


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 418    10
Total shares held : 
 33,173,220  
% of shares held : 
 81.65%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -18  
Amount of shares held : 
 509,170  
% of shares held change : 
   1.25%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $134.24  
Last Quarter's Ending Price : 
 $171.05  
Last Quarter's Average Price : 
 $144.77  
Change from last quarter's     
avg. price to the last closing  : 
39.31 (27.15%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
35
 949,343
 2.86%
 
Increased Positions :
141
 1,551,412
 4.68%
 
Unchanged Positions :
73
 1,137,991
 3.43%
 
Decreased Positions :
169
-1,735,859
-5.23%
 
Closed Positions :
25
-255,726
-0.77%
 
Guru Positions :
2
307,176
 0.93%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   VANGUARD GROUP INC 843 - 2023-12-31 3,694,904 $632,013,000 -120,495
   J P MORGAN CHASE & CO 542 - 2023-12-31 1,291,572 $220,923,000 -93,653
   MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 277 - 2023-12-31 1,058,525 $181,061,000 -12,390
   DIMENSIONAL FUND ADVISORS INC 589 - 2023-12-31 858,837 $146,910,000 -39,545
   FULLER & THALER ASSET MANAGEMENT, INC. 47 - 2023-12-31 718,684 $122,931,000 -3,879
   MORGAN STANLEY 1079 - 2023-12-31 659,642 $112,832,000 -40,214
   BANK OF NEW YORK MELLON CORP 765 - 2024-03-31 423,397 $81,542,000 -56,247
   BAHL & GAYNOR INC 58 - 2023-12-31 441,298 $75,484,000 -78,924
   HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 83 - 2023-12-31 371,495 $63,544,000 -223,878
   BTIM CORP. 93 - 2024-03-31 299,998 $57,777,000 -2,238
   SCHRODER INVESTMENT MANAGEMENT GROUP 254 - 2023-12-31 316,233 $54,092,000 -27,012
   SCOUT INVESTMENT ADVISORS INC 9 - 2023-12-31 311,622 $53,303,000 -29,446
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 214 - 2023-12-31 305,564 $52,267,000 -55,702
   NUVEEN ASSET MANAGEMENT, LLC 632 - 2023-12-31 273,246 $46,739,000 -4,265
   FRANKLIN RESOURCES INC 536 - 2023-12-31 242,059 $41,404,000 -90,112
   PROSHARE ADVISORS LLC 160 - 2023-12-31 225,611 $38,591,000 -26,726
   FRONTIER CAPITAL MANAGEMENT CO LLC 113 - 2023-12-31 199,955 $34,202,000 -48,336
   FIRST TRUST ADVISORS LP 545 - 2023-12-31 197,973 $33,863,000 -50,154
   STRS OHIO 194 - 2023-12-31 173,780 $29,725,000 -41,663
   BANK OF AMERICA CORP /DE/ 1526 - 2023-12-31 169,296 $28,958,000 -59,686
   ARIEL CAPITAL MANAGEMENT LLC 75 - 2023-12-31 162,750 $27,838,000 -2,085
   Nitorum Capital L.P. 19 - 2023-12-31 155,360 $26,574,000 -18,119
   NEW YORK STATE COMMON RETIREMENT FUND 445 - 2023-12-31 142,057 $24,299,000 -3,195
   GLENMEDE TRUST CO NA 174 - 2023-12-31 133,948 $22,912,000 -4,526
   PRINCIPAL FINANCIAL GROUP INC 823 - 2023-12-31 127,299 $21,774,000 -1,352
   Retirement Systems of Alabama 223 - 2023-12-31 120,689 $20,644,000 -115
   AMERIPRISE FINANCIAL INC 1270 - 2023-12-31 115,702 $19,808,000 -6,766
   WCM INVESTMENT MANAGEMENT/CA 104 - 2024-03-31 96,454 $18,576,000 -37,984
   STATE OF WISCONSIN INVESTMENT BOARD 342 - 2023-12-31 107,362 $18,364,000 -4,871
   LAZARD ASSET MANAGEMENT LLC 311 - 2023-12-31 103,682 $17,734,000 -1,048
   RHUMBLINE ADVISERS 739 - 2023-12-31 103,283 $17,667,000 -4,785
   ALLIANCEBERNSTEIN L.P. 923 - 2023-12-31 100,992 $17,275,000 -1,408
   TD ASSET MANAGEMENT INC 509 - 2023-12-31 100,185 $17,137,000 -13,485
   VICTORY CAPITAL MANAGEMENT INC 862 - 2023-12-31 88,434 $15,127,000 -2,218
   BASSWOOD CAPITAL MANAGEMENT LLC 40 - 2023-12-31 85,807 $14,677,000 -40,164
   GRANDEUR PEAK GLOBAL ADVISORS, LLC 25 - 2023-12-31 85,241 $14,580,000 -11,898
   CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 753 - 2023-12-31 79,032 $13,518,000 -1,206
   FMR LLC 1711 - 2023-12-31 76,627 $13,107,000 -9,528
   LEGAL & GENERAL GROUP PLC 993 - 2023-12-31 76,506 $13,086,000 -1,573
   Swiss National Bank 803 - 2023-12-31 71,000 $12,145,000 -9,100
   PEREGRINE CAPITAL MANAGEMENT LLC 60 - 2024-03-31 61,262 $11,798,000 -6,794
   MOODY ALDRICH PARTNERS LLC - 2023-12-31 67,228 $11,499,000 -13,433
   WELLS FARGO & CO/MN 1403 - 2023-12-31 67,072 $11,473,000 -12,207
   THRIVENT FINANCIAL FOR LUTHERANS 583 - 2023-12-31 63,633 $10,884,000 -785
   Executive Wealth Management LLC - 2023-12-31 58,239 $9,962,000 -2,051
   Ceredex Value Advisors LLC - 2023-12-31 54,750 $9,365,000 -26,050
   UBS Group AG 1523 - 2023-12-31 52,713 $9,017,000 -3,238
   NORDEA INVESTMENT MANAGEMENT AB 426 - 2023-12-31 50,737 $8,764,000 -1,745
   AQR CAPITAL MANAGEMENT LLC 754 - 2023-12-31 50,045 $8,560,000 -19,216
   BERNZOTT CAPITAL ADVISORS 5 - 2023-12-31 49,171 $8,411,000 -12,154
   AMERICAN INTERNATIONAL GROUP INC 511 - 2023-12-31 46,820 $8,009,000 -2,298
   WEDGE CAPITAL MANAGEMENT L L P/NC 191 - 2024-03-31 36,882 $7,103,000 -8,180
   ROYAL BANK OF CANADA 1677 - 2023-12-31 41,068 $7,023,000 -8,620
   COMERICA BANK 550 - 2023-12-31 38,940 $6,661,000 -766
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 787 - 2023-12-31 38,376 $6,564,000 -2,120
   SEGALL BRYANT & HAMILL 245 - 2023-12-31 37,178 $6,359,000 -4,289
   ZIEGLER CAPITAL MANAGEMENT LLC 88 - 2023-12-31 34,773 $5,948,000 -53,536
   Ensign Peak Advisors Inc 593 - 2023-12-31 33,184 $5,676,000 -8,619
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 480 - 2023-09-30 40,131 $5,533,000 -7,557
   FIXED INCOME SECURITIES INC 227 - 2023-12-31 32,164 $5,502,000 -3,143
   SEIZERT CAPITAL PARTNERS LLC 67 - 2023-12-31 31,726 $5,427,000 -4,673
   Advisor Group Holdings Inc. 1188 - 2023-12-31 30,127 $5,158,000 -4,596
   State of Tennessee Treasury Department 528 - 2023-12-31 29,900 $5,114,000 -5,800
   Verdence Capital Advisors LLC 51 - 2024-03-31 26,360 $5,077,000 -2,613
   MANUFACTURERES LIFE INSURANCE CO 1151 - 2023-12-31 29,385 $5,026,000 -987
   AMALGAMATED BANK 501 - 2024-03-31 23,700 $4,564,000 -2,633
   RENAISSANCE TECHNOLOGIES LLC 1423 - 2023-12-31 26,100 $4,464,000 -40,900
   PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 679 - 2023-12-31 25,412 $4,347,000 -131
   GOTHAM ASSET MANAGEMENT, LLC 347 - 2023-12-31 24,664 $4,219,000 -659
   Squarepoint Ops LLC 750 - 2023-12-31 23,392 $4,001,000 -41,590
   GREAT WEST LIFE ASSURANCE CO /CAN/ 885 - 2023-12-31 23,276 $3,973,000 -5,833
   ALLIANZ ASSET MANAGEMENT AG 847 - 2023-12-31 22,754 $3,892,000 -63
   MARTINGALE ASSET MANAGEMENT L P 176 - 2023-12-31 22,215 $3,800,000 -2,592
   MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP - 2023-12-31 21,490 $3,676,000 -1,243
   Legato Capital Management LLC 45 - 2024-03-31 17,962 $3,459,000 -2,146
   ING INVESTMENT MANAGEMENT LLC 1002 - 2023-12-31 20,007 $3,422,000 -934
   Monument Capital Management 30 - 2024-03-31 17,444 $3,359,000 -1,596
   MetLife Investment Advisors LLC 709 - 2023-12-31 19,553 $3,345,000 -440
   CANADA PENSION PLAN INVESTMENT BOARD 743 - 2023-12-31 19,400 $3,318,000 -4,500
   South Dakota Investment Council 248 - 2023-12-31 19,308 $3,303,000 -11,014
   STATE OF NEW JERSEY COMMON PENSION FUND D 910 - 2023-12-31 18,768 $3,210,000 -2,349
   GUGGENHEIM CAPITAL LLC 676 - 2023-12-31 18,733 $3,204,000 -916
   YOUSIF CAPITAL MANAGEMENT LLC 555 - 2024-03-31 16,403 $3,159,000 -391
   US BANCORP 690 - 2023-12-31 18,148 $3,104,000 -3,296
   ESSEX INVESTMENT MANAGEMENT CO LLC 51 - 2023-12-31 17,655 $3,020,000 -6,650
   JANUS HENDERSON GROUP PLC 1035 - 2023-12-31 17,644 $3,017,000 -26
   Orion Portfolio Solutions LLC 453 - 2023-12-31 16,842 $2,904,000 -1,319
   Treasurer of the State of North Carolina 765 - 2023-12-31 16,096 $2,753,000 -11,962
   HARBOR CAPITAL ADVISORS INC. 40 - 2023-12-31 15,412 $2,636,000 -1,947
   CATALYST CAPITAL ADVISORS LLC 100 - 2024-03-31 13,050 $2,513,000 -225
   VALLEY NATIONAL ADVISERS INC 64 - 2024-03-31 12,907 $2,485,000 -686
   MITSUBISHI UFJ TRUST & BANKING CORP 765 - 2023-12-31 13,850 $2,369,000 -2,879
   TWO SIGMA ADVISERS, LLC 1200 - 2023-12-31 13,700 $2,343,000 -4,700
   CLS INVESTMENT FIRM LLC 425 - 2022-12-31 20,785 $2,267,000 -175
   PEKIN SINGER STRAUSS ASSET MANAGEMENT 80 - 2023-12-31 11,826 $2,023,000 -26,363
   TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCK 686 - 2023-12-31 11,596 $1,984,000 -600
   JANE STREET GROUP LLC 2558 - 2023-12-31 10,467 $1,790,000 -11,193
   ARIZONA STATE RETIREMENT SYSTEM - 2023-12-31 10,062 $1,721,000 -310
   TEACHER RETIREMENT SYSTEM OF TEXAS 709 - 2023-12-31 9,882 $1,690,000 -1,325
   OREGON PUBLIC EMPLOYEES RETIREMENT FUND 593 - 2023-12-31 9,798 $1,676,000 -29
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us