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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
$213M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$78M
3
VVP
Vulcan Value Partners
Alabama
$300M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$140M
5
Principal Financial Group
Principal Financial Group
Iowa
$72.8M

Top Sellers

1
SAM
Southeastern Asset Management
Tennessee
$584M
2
Norges Bank
Norges Bank
Norway
$75.6M
3
O
OppenheimerFunds
New York
$4.95M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$73.3M
5
NI
Numeric Investors
Massachusetts
$7.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
MYAM
276
Meiji Yasuda Asset Management
Japan
$309K +$16.2K +100 +6%
BFEC
277
Benjamin F. Edwards & Company
Missouri
$287K +$45.4K +280 +19%
Mackenzie Financial
278
Mackenzie Financial
Ontario, Canada
$284K -$199K -1,227 -41%
RBC
279
Ronald Blue & Co
Georgia
$270K +$16.5K +102 +7%
CIM
280
Calvert Investment Management
Maryland
$270K +$270K +1,667 New
LCP
281
Legacy Capital Partners
Wisconsin
$260K +$260K +1,600 New
ZDA
282
Zweig-DiMenna Associates
New York
$259K -$243K -1,500 -48%
SGAM
283
Smith Group Asset Management
Texas
$255K – – –
Rafferty Asset Management
284
Rafferty Asset Management
New York
$251K -$104K -641 -29%
PPCM
285
Pillar Pacific Capital Management
California
$251K – – –
GAM
286
Gotham Asset Management
New York
$246K +$811 +5 +0.3%
UCFA
287
United Capital Financial Advisors
Texas
$242K +$242K +1,494 New
Daiwa Securities Group
288
Daiwa Securities Group
Japan
$227K – – –
EAM
289
EULAV Asset Management
Florida
$227K – – –
DILH
290
Dai-ichi Life Holdings
Japan
$224K – – –
KFC
291
Klingenstein Fields & Co
New York
$219K – – –
QT
292
Quantbot Technologies
New York
$217K +$217K +1,343 New
TI
293
Turner Investments
Pennsylvania
$205K -$12.8K -79 -6%
VAM
294
Visium Asset Management
New York
$202K +$202K +1,247 New
RT
295
Reliance Trust
Georgia
$201K +$201K +1,240 New
JWA
296
JFS Wealth Advisors
Pennsylvania
$191K -$39.2K -242 -17%
VFA
297
Virtus Fund Advisers
Connecticut
$159K -$777K -4,809 -83%
OMCS
298
Old Mutual Customised Solutions
South Africa
$146K -$32.4K -200 -18%
Parallax Volatility Advisers
299
Parallax Volatility Advisers
California
$127K +$89.6K +551 +240%
JFGIW
300
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$118K -$17.1K -105 -13%
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