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Everest Group
EG

Overview Fund Activity

392 hedge funds and large institutions have $7.42B invested in Everest Group in 2015 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 140 increasing their positions, 147 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
392
Holders Change
+21
Holders Change %
+5.66%
% of All Funds
10.46%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
44
Increased
140
Reduced
147
Closed
19
Calls
$4.23M
Puts
$9.4M
Net Calls
-$5.17M
Net Calls Change
+$1.98M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$60.1M
2
WG
Winton Group
United Kingdom
+$29.2M
3
Morgan Stanley
Morgan Stanley
New York
+$21.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$21.1M
5
Prudential Financial
Prudential Financial
New Jersey
+$17.5M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$70.4M
2
SAM
Southeastern Asset Management
Tennessee
-$41.4M
3
SOMRS
State of Michigan Retirement System
Michigan
-$36.8M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$24.7M
5
JIM
Jupiter Investment Management
United Kingdom
-$22.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ISL
251
Ingalls & Snyder LLC
New York
$622K – – –
QT
252
Quantbot Technologies
New York
$621K -$746K -4,291 -55%
Thrivent Financial for Lutherans
253
Thrivent Financial for Lutherans
Minnesota
$619K – – –
B
254
Barings
North Carolina
$616K – – –
SGA
255
Strategic Global Advisors
California
$598K +$598K +3,436 New
PAM
256
Panagora Asset Management
Massachusetts
$582K – – –
Envestnet Asset Management
257
Envestnet Asset Management
Illinois
$579K +$505K +2,902 +681%
SMDAM
258
Sumitomo Mitsui DS Asset Management
Japan
$574K -$49.1K -282 -8%
P
259
Pitcairn
Pennsylvania
$572K -$36.3K -209 -6%
VIA
260
Vident Investment Advisory
Georgia
$570K -$74.1K -426 -12%
CWM
261
Concert Wealth Management
California
$569K -$6.17K -40 -1%
LPL Financial
262
LPL Financial
California
$559K +$42.1K +243 +8%
MFS
263
Monetta Financial Services
Illinois
$557K +$557K +3,200 New
B
264
Baird
Wisconsin
$556K +$70.3K +404 +14%
SO
265
STRS Ohio
Ohio
$549K +$549K +3,159 New
CG
266
Clinton Group
New York
$544K +$544K +3,125 New
AA
267
ALPS Advisors
Colorado
$510K -$52.2K -300 -9%
TWI
268
Thomas White International
Illinois
$502K +$3.48K +20 +0.7%
JPMPWA
269
J.P. Morgan Private Wealth Advisors
California
$500K +$11.1K +64 +2%
CPP
270
Crow Point Partners
Massachusetts
$499K +$499K +2,870 New
TCM
271
Tradition Capital Management
New Jersey
$495K – – –
BF
272
BOK Financial
Oklahoma
$492K +$492K +2,827 New
HCM
273
Hollencrest Capital Management
California
$485K -$4K -23 -0.8%
AG
274
Algert Global
California
$482K +$482K +2,770 New
AAM
275
Advisors Asset Management
Colorado
$470K -$1.57K -9 -0.3%
9 10
11
12 13