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Everest Group

377 hedge funds and large institutions have $7.13B invested in Everest Group in 2016 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 115 increasing their positions, 165 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% less capital invested

Capital invested by funds: $7.16B → $7.13B (-$30.2M)

2.42% less ownership

Funds ownership: 92.61%90.18% (-2.4%)

3% less funds holding

Funds holding: 387377 (-10)

12% less call options, than puts

Call options by funds: $5.23M | Put options by funds: $5.95M

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

22% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 37

30% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 165

Holders
377
Holders Change
-10
Holders Change %
-2.58%
% of All Funds
10.06%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
29
Increased
115
Reduced
165
Closed
37
Calls
$5.23M
Puts
$5.95M
Net Calls
-$715K
Net Calls Change
+$2.17M
Name Holding Trade Value Shares
Change
Change in
Stake
Twin Tree Management
226
Twin Tree Management
Texas
$1.06M +$585K +3,109 +126%
AAM
227
Aberdeen Asset Management
United Kingdom
$1.02M +$44.6K +237 +5%
CAM
228
Capstone Asset Management
Texas
$995K +$3.38K +18 +0.3%
Franklin Resources
229
Franklin Resources
California
$984K
Janus Henderson Group
230
Janus Henderson Group
United Kingdom
$977K
RC
231
RBF Capital
California
$950K
CIBC World Market
232
CIBC World Market
Ontario, Canada
$944K +$271K +1,441 +41%
JIC
233
Johnson Investment Counsel
Ohio
$900K -$13.7K -73 -2%
Daiwa Securities Group
234
Daiwa Securities Group
Japan
$893K +$37.6K +200 +4%
DC
235
Deere & Company
Illinois
$890K
HAM
236
Highstreet Asset Management
Ontario, Canada
$884K +$647K +3,442 +284%
Stifel Financial
237
Stifel Financial
Missouri
$883K +$870K +4,626 New
LCP
238
Legacy Capital Partners
Wisconsin
$869K +$4.7K +25 +0.6%
SCM
239
Shelton Capital Management
Colorado
$851K
CONA
240
Capital One National Association
New York
$838K -$114K -608 -12%
FQ
241
First Quadrant
California
$832K
KFA
242
Kays Financial Advisory
Georgia
$827K +$107K +571 +15%
LPT
243
Legacy Private Trust
Wisconsin
$803K
RFC
244
Regions Financial Corp
Alabama
$798K
WEC
245
Winslow Evans & Crocker
Massachusetts
$798K
Asset Management One
246
Asset Management One
Japan
$772K -$7.52K -40 -1%
TWI
247
Thomas White International
Illinois
$754K -$752 -4 -0.1%
IRF
248
IBM Retirement Fund
New York
$741K -$63K -335 -8%
PRCM
249
Pine River Capital Management
Minnesota
$730K -$338K -1,800 -32%
LBC
250
Lowe Brockenbrough & Co
Virginia
$708K