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Everest Group
EG

Overview Fund Activity

333 hedge funds and large institutions have $6.66B invested in Everest Group in 2013 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 114 increasing their positions, 130 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+13
Holders Change %
+4.06%
% of All Funds
10.8%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.26%
New
42
Increased
114
Reduced
130
Closed
26
Calls
$19.8M
Puts
$16.4M
Net Calls
+$3.47M
Net Calls Change
+$3.7M

Top Buyers

1
SFM
Systematic Financial Management
New Jersey
$124M
2
Principal Financial Group
Principal Financial Group
Iowa
$82.1M
3
Canada Life
Canada Life
Manitoba, Canada
$52.6M
4
VVP
Vulcan Value Partners
Alabama
$160M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$101M

Top Sellers

1
DSA
Davis Selected Advisers
Arizona
$186M
2
Citadel Advisors
Citadel Advisors
Florida
$31.2M
3
SAM
Southeastern Asset Management
Tennessee
$583M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$13M
5
PI
Putnam Investments
Massachusetts
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
301
Smithfield Trust
Pennsylvania
$91K -$289K -2,000 -76%
PCM
302
Prelude Capital Management
New York
$91K +$91K +629 New
HRIA
303
Haberer Registered Investment Advisor
Ohio
$87K – – –
WT
304
Whittier Trust
California
$87K – – –
ECM
305
ETrade Capital Management
Virginia
$74K +$48.5K +335 +190%
OSAM
306
O'Shaughnessy Asset Management
Connecticut
$66K +$56.7K +391 +611%
Northwestern Mutual Wealth Management
307
Northwestern Mutual Wealth Management
Wisconsin
$65K +$65K +446 New
WA
308
Waverly Advisors
Alabama
$62K +$62K +427 New
Envestnet Asset Management
309
Envestnet Asset Management
Illinois
$42K +$8.78K +60 +26%
LTFS
310
Ladenburg Thalmann Financial Services
Florida
$41K +$785 +5 +2%
First Manhattan
311
First Manhattan
New York
$38K – – –
M&T Bank
312
M&T Bank
New York
$32K – – –
SAMC
313
Shinko Asset Management Company
Japan
$29K -$14.5K -100 -33%
CTC
314
Central Trust Company
Missouri
$17K – – –
PTC
315
Private Trust Company
Ohio
$17K +$2.35K +16 +16%
EFSCE
316
Enterprise Financial Services Corp (EFSC)
Missouri
$16K +$4.64K +31 +41%
Carson Wealth (CWM LLC)
317
Carson Wealth (CWM LLC)
Nebraska
$15K +$15K +105 New
Fifth Third Bancorp
318
Fifth Third Bancorp
Ohio
$13K +$1.55K +11 +14%
WA
319
WFG Advisors
Texas
$12K – – –
HF
320
Hoxton Financial
West Virginia
$11K -$2.03K -14 -16%
WRM
321
Westport Resources Management
Connecticut
$11K – – –
Manulife (Manufacturers Life Insurance)
322
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.22K +$9.22K +63,425 New
S
323
SignatureFD
Georgia
$7K – – –
LWA
324
Lenox Wealth Advisors
New York
$7K – – –
CGT
325
Capital Guardian Trust
California
$7K +$7K +50 New
11 12
13
14 15