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Everest Group
EG

Overview Fund Activity

341 hedge funds and large institutions have $6.91B invested in Everest Group in 2014 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 105 increasing their positions, 153 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
-25
Holders Change %
-6.83%
% of All Funds
9.9%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
18
Increased
105
Reduced
153
Closed
42
Calls
$4.46M
Puts
$8.96M
Net Calls
-$4.5M
Net Calls Change
-$1.12M

Top Buyers

1
SOMRS
State of Michigan Retirement System
Michigan
+$209M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$69.1M
3
VVP
Vulcan Value Partners
Alabama
+$48.5M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$47.2M
5
Principal Financial Group
Principal Financial Group
Iowa
+$24.6M

Top Sellers

1
SAM
Southeastern Asset Management
Tennessee
-$94.4M
2
Norges Bank
Norges Bank
Norway
-$67.6M
3
O
OppenheimerFunds
New York
-$41.1M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$36.8M
5
NI
Numeric Investors
Massachusetts
-$35.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMDAM
226
Sumitomo Mitsui DS Asset Management
Japan
$664K -$21.4K -132 -3%
CA
227
Commerzbank Aktiengesellschaft
Germany
$639K -$1.54M -9,488 -71%
Asset Management One
228
Asset Management One
Japan
$635K +$116K +726 +22%
GCP
229
GSA Capital Partners
United Kingdom
$629K -$1.58M -9,759 -72%
Connor, Clark & Lunn Investment Management (CC&L)
230
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$600K +$227K +1,400 +61%
HIMCH
231
Hartford Investment Management Co (HIMCO)
Connecticut
$597K -$20.1K -124 -3%
AA
232
ALPS Advisors
Colorado
$593K -$52.6K -325 -8%
TSBJ
233
Trevor, Stewart, Burton & Jacobsen
New York
$589K -$97.2K -600 -14%
FMC
234
First Merchants Corp
Indiana
$581K – – –
ISL
235
Ingalls & Snyder LLC
New York
$579K – – –
Thrivent Financial for Lutherans
236
Thrivent Financial for Lutherans
Minnesota
$577K -$8.1K -50 -1%
B
237
Barings
North Carolina
$574K – – –
Los Angeles Capital Management
238
Los Angeles Capital Management
California
$571K -$888K -5,476 -61%
Axa
239
Axa
France
$567K -$8.05M -49,698 -93%
GF
240
Gerstein Fisher
New York
$549K +$94.1K +581 +21%
JPMPWA
241
J.P. Morgan Private Wealth Advisors
California
$539K +$207K +1,278 +62%
HNB
242
Huntington National Bank
Ohio
$525K -$44.1K -272 -8%
Zurich Cantonal Bank
243
Zurich Cantonal Bank
Switzerland
$518K -$1.82M -11,233 -78%
P
244
Pitcairn
Pennsylvania
$512K +$83K +512 +19%
PNC Financial Services Group
245
PNC Financial Services Group
Pennsylvania
$486K +$121K +747 +33%
HCM
246
Hollencrest Capital Management
California
$468K +$9.87K +61 +2%
MCC
247
Malaga Cove Capital
California
$467K – – –
TWI
248
Thomas White International
Illinois
$464K – – –
LPL Financial
249
LPL Financial
California
$464K +$5.13K +32 +1%
TCM
250
Tradition Capital Management
New Jersey
$461K – – –
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10
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