Everest Group
371 hedge funds and large institutions have $7.4B invested in Everest Group in 2014 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 116 increasing their positions, 142 reducing their positions, and 13 closing their positions.
269% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 13
9% more funds holding
Funds holding: 341 → 371 (+30)
7% more capital invested
Capital invested by funds: $6.91B → $7.4B (+$494M)
1.86% more ownership
Funds ownership: 93.82% → 95.68% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
18% less repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 142
64% less call options, than puts
Call options by funds: $3.95M | Put options by funds: $11.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$118M |
| 2 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$64.4M |
| 3 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
+$21.9M |
| 4 |
JP Morgan Chase
New York
|
+$20.1M |
| 5 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
+$19.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WG
Winton Group
London,
United Kingdom
|
-$37.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$35.4M |
| 3 |
Canada Life
Winnipeg,
Manitoba, Canada
|
-$33.5M |
| 4 |
Bank of New York Mellon
New York
|
-$26.8M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$26M |
EG Hedge Fund Activity: Q4 2014 in Review
371 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q4 2014, worth a combined $7.4B — up 7.2% from $6.91B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new EG positions and 13 closed out — a net gain of 35 holders — while 116 added to existing stakes and 142 trimmed.
The largest buyer was AQR Capital Management, opening a new position worth an estimated $118M. The largest seller was Winton Group, cutting an estimated $37.9M.
- 371 institutional investors held Everest Group (EG) as of Q4 2014, up from 341 in Q3 2014.
- Funds reported $7.4B of Everest Group stock for Q4 2014, up 7.2% quarter-over-quarter.
- 48 funds opened new Everest Group positions in Q4 2014 and 13 closed out, a net change of +35 holders.
- The largest Everest Group buyer in Q4 2014 was AQR Capital Management, an estimated $118M added.
- The largest Everest Group seller in Q4 2014 was Winton Group, an estimated $37.9M sold.
Based on aggregated 13F filings for Q4 2014.