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Everest Group
EG

Overview Fund Activity

375 hedge funds and large institutions have $7.06B invested in Everest Group in 2015 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 140 increasing their positions, 138 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
-2
Holders Change %
-0.53%
% of All Funds
10.48%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.2%
New
31
Increased
140
Reduced
138
Closed
32
Calls
$5.65M
Puts
$19.7M
Net Calls
-$14M
Net Calls Change
-$8.37M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$143M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$148M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$20.6M
4
BIT
4
BlackRock Institutional Trust
California
$264M
5
Bank of America
5
Bank of America
North Carolina
$29.1M

Top Sellers

1
SOMRS
1
State of Michigan Retirement System
Michigan
$3.49M
2
SAM
2
Southeastern Asset Management
Tennessee
$441M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$168M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$86.9M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
276
J.P. Morgan Private Wealth Advisors
California
$492K -$18.2K -105 -4%
WIS
277
Wright Investors Service
Connecticut
$486K +$1.73K +10 +0.4%
HCM
278
Hollencrest Capital Management
California
$484K – – –
TWI
279
Thomas White International
Illinois
$479K -$20.8K -120 -4%
KFA
280
Kays Financial Advisory
Georgia
$471K +$471K +2,715 New
SFP
281
Santa Fe Partners
New Mexico
$461K -$12.7K -73 -3%
GCA
282
Gideon Capital Advisors
New York
$451K +$451K +2,601 New
MF
283
Magnetar Financial
Illinois
$444K +$45.4K +262 +11%
M&T Bank
284
M&T Bank
New York
$439K +$195K +1,127 +80%
LPL Financial
285
LPL Financial
California
$437K -$408K -2,331 -48%
WAM
286
World Asset Management
Michigan
$415K +$63.9K +369 +18%
FMT
287
First Mercantile Trust
Tennessee
$412K +$24.8K +143 +6%
LNWWM
288
Laird Norton Wetherby Wealth Management
California
$397K +$56.4K +325 +17%
Stifel Financial
289
Stifel Financial
Missouri
$395K +$11.1K +64 +3%
Envestnet Asset Management
290
Envestnet Asset Management
Illinois
$383K +$10.2K +59 +3%
AH
291
Achievement Holdings
Illinois
$381K -$2.27M -13,100 -86%
EIM
292
Essex Investment Management
Massachusetts
$368K – – –
SG Americas Securities
293
SG Americas Securities
New York
$364K -$1.7M -9,823 -82%
RCM
294
Riverhead Capital Management
Delaware
$364K +$364K +2,100 New
TMAM
295
Tokio Marine Asset Management
Japan
$357K -$10.6K -61 -3%
LIM
296
Leavell Investment Management
Alabama
$355K – – –
KBC Group
297
KBC Group
Belgium
$347K -$37.9K -219 -10%
HNB
298
Huntington National Bank
Ohio
$345K -$9.52K -55 -3%
GG
299
Gofen & Glossberg
Illinois
$344K – – –
EMG
300
Ellington Management Group
Connecticut
$329K -$277K -1,600 -46%
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