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Everest Group
EG

Overview Fund Activity

385 hedge funds and large institutions have $9.08B invested in Everest Group in 2015 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 129 increasing their positions, 137 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+10
Holders Change %
+2.67%
% of All Funds
10.11%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
51
Increased
129
Reduced
137
Closed
37
Calls
$6.87M
Puts
$21.7M
Net Calls
-$14.8M
Net Calls Change
-$790K

Top Buyers

1
ACM
1
Americafirst Capital Management
California
$1.71B
2
Principal Financial Group
2
Principal Financial Group
Iowa
$193M
3
Los Angeles Capital Management
3
Los Angeles Capital Management
California
$28.9M
4
SEI Investments
4
SEI Investments
Pennsylvania
$51.6M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$170M

Top Sellers

1
SAM
1
Southeastern Asset Management
Tennessee
$408M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$125M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$47.1M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$116M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PL
276
Parkwood LLC
Ohio
$460K +$460K +2,513 New
Envestnet Asset Management
277
Envestnet Asset Management
Illinois
$458K +$53.1K +290 +13%
AAM
278
Advisors Asset Management
Colorado
$452K -$163K -889 -26%
HCM
279
Hollencrest Capital Management
California
$452K -$58.7K -321 -12%
WCA
280
Waratah Capital Advisors
Ontario, Canada
$452K +$452K +2,471 New
FMT
281
First Mercantile Trust
Tennessee
$436K – – –
WAM
282
World Asset Management
Michigan
$432K -$7.15K -39 -2%
SM
283
Sciencast Management
New Jersey
$403K +$403K +2,200 New
AP
284
Advisors Preferred
Maryland
$392K +$392K +2,144 New
EIM
285
Essex Investment Management
Massachusetts
$389K – – –
AL
286
Airain Ltd
Guernsey
$385K +$385K +2,103 New
Stifel Financial
287
Stifel Financial
Missouri
$379K -$38K -208 -9%
LNWWM
288
Laird Norton Wetherby Wealth Management
California
$375K -$44.3K -242 -11%
LIM
289
Leavell Investment Management
Alabama
$375K – – –
GG
290
Gofen & Glossberg
Illinois
$364K – – –
CG
291
Clinton Group
New York
$348K -$364K -1,991 -51%
TMAM
292
Tokio Marine Asset Management
Japan
$340K -$37.7K -206 -10%
Citadel Advisors
293
Citadel Advisors
Florida
$337K -$2.56M -13,971 -88%
GC
294
Guardian Capital
Ontario, Canada
$329K +$329K +1,798 New
BDF
295
Balasa Dinverno & Foltz
$327K -$641K -3,500 -66%
BOH
296
Bank of Hawaii
Hawaii
$323K – – –
KAM
297
Keeley Asset Management
Illinois
$320K – – –
HNB
298
Huntington National Bank
Ohio
$315K -$50.4K -275 -14%
FCBT
299
First Citizens Bank & Trust
North Carolina
$310K +$310K +1,692 New
AT
300
Arden Trust
Delaware
$306K +$1.46K +8 +0.5%
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