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Everest Group
EG

436 hedge funds and large institutions have $9.79B invested in Everest Group in 2017 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 132 increasing their positions, 174 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 26

87% more call options, than puts

Call options by funds: $9.03M | Put options by funds: $4.84M

13% more funds holding

Funds holding: 387 → 436 (+49)

11% more capital invested

Capital invested by funds: $8.83B → $9.79B (+$965M)

1.21% more ownership

Funds ownership: 92.45% → 93.67% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

24% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 174

Holders
436
Holders Change
+49
Holders Change %
+12.66%
% of All Funds
10.87%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
77
Increased
132
Reduced
174
Closed
26
Calls
$9.03M
Puts
$4.84M
Net Calls
+$4.19M
Net Calls Change
+$5.66M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$174M
2
State Street
State Street
Massachusetts
+$111M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$86.8M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$84M
5
Goldman Sachs
Goldman Sachs
New York
+$46.6M

Top Sellers

1
BlackRock
BlackRock
New York
-$205M
2
JP Morgan Chase
JP Morgan Chase
New York
-$50.4M
3
NI
Numeric Investors
Massachusetts
-$45.1M
4
SAM
Southeastern Asset Management
Tennessee
-$42.2M
5
Principal Financial Group
Principal Financial Group
Iowa
-$36M
Name Holding Trade Value Shares
Change 		Change in
Stake
Franklin Resources
251
Franklin Resources
California
$1.35M -$40.2K -163 -3%
WCM
252
Wedge Capital Management
North Carolina
$1.35M -$740 -3 -0.1%
KFA
253
Kays Financial Advisory
Georgia
$1.34M +$33.3K +135 +3%
NIT
254
NumerixS Investment Technologies
British Columbia, Canada
$1.32M +$346K +1,400 +37%
RC
255
RBF Capital
California
$1.27M – – –
JG
256
Jefferies Group
New York
$1.27M +$651K +2,638 +113%
Public Sector Pension Investment Board (PSP Investments)
257
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.2M +$1.16M +4,700 New
PP
258
Paloma Partners
Connecticut
$1.18M +$1.14M +4,637 New
BVDMP
259
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.17M +$1.13M +4,590 New
LCP
260
Legacy Capital Partners
Wisconsin
$1.16M -$18.8K -76 -2%
JIC
261
Johnson Investment Counsel
Ohio
$1.14M -$50.1K -203 -4%
PL
262
Polianta Ltd
Jersey
$1.12M +$1.09M +4,400 New
Voloridge Investment Management
263
Voloridge Investment Management
Florida
$1.08M +$1.04M +4,233 New
FMBTD
264
First Midwest Bank Trust Division
Illinois
$1.08M +$180K +730 +21%
Neuberger Berman Group
265
Neuberger Berman Group
New York
$1.06M +$291K +1,179 +39%
WEC
266
Winslow Evans & Crocker
Massachusetts
$1.06M -$6.17K -25 -0.6%
TWI
267
Thomas White International
Illinois
$1.01M – – –
LIM
268
Leavell Investment Management
Alabama
$1.01M +$49.4K +200 +5%
NMERB
269
New Mexico Educational Retirement Board
New Mexico
$997K +$938K +3,800 New
WAM
270
World Asset Management
Michigan
$970K +$231K +934 +32%
LBC
271
Lowe Brockenbrough & Co
Virginia
$956K +$12.3K +50 +1%
MYAM
272
Meiji Yasuda Asset Management
Japan
$924K -$787K -3,190 -47%
ZIM
273
Zacks Investment Management
Illinois
$923K -$199K -808 -18%
LG
274
Leuthold Group
Minnesota
$912K -$4.48M -18,141 -84%
M&T Bank
275
M&T Bank
New York
$888K – – –
9 10
11
12 13

EG Hedge Fund Activity: Q2 2017 in Review

436 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q2 2017, worth a combined $9.79B — up 11% from $8.83B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new EG positions and 26 closed out — a net gain of 51 holders — while 132 added to existing stakes and 174 trimmed.

The largest buyer was Vanguard Group, adding an estimated $174M. The largest seller was BlackRock, cutting an estimated $205M.

  • 436 institutional investors held Everest Group (EG) as of Q2 2017, up from 387 in Q1 2017.
  • Funds reported $9.79B of Everest Group stock for Q2 2017, up 11% quarter-over-quarter.
  • 77 funds opened new Everest Group positions in Q2 2017 and 26 closed out, a net change of +51 holders.
  • The largest Everest Group buyer in Q2 2017 was Vanguard Group, an estimated $174M added.
  • The largest Everest Group seller in Q2 2017 was BlackRock, an estimated $205M sold.

Based on aggregated 13F filings for Q2 2017.