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Everest Group
EG

Overview Fund Activity

347 hedge funds and large institutions have $7.04B invested in Everest Group in 2013 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 115 increasing their positions, 140 reducing their positions, and 31 closing their positions.

Holders
347
Holders Change
+14
Holders Change %
+4.2%
% of All Funds
10.08%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
45
Increased
115
Reduced
140
Closed
31
Calls
$25.4M
Puts
$23.5M
Net Calls
+$1.92M
Net Calls Change
-$1.56M

Top Buyers

1
EARNEST Partners
1
EARNEST Partners
Georgia
$225M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$200M
3
VVP
3
Vulcan Value Partners
Alabama
$216M
4
SAM
4
Southeastern Asset Management
Tennessee
$648M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$86.7M

Top Sellers

1
SFM
1
Systematic Financial Management
New Jersey
$49.1M
2
PIM
2
Perkins Investment Management
Illinois
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$208M
4
AI
4
Analytic Investors
California
$0
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$202M
Name Market Value Shares Shares
Change 		Shares
Change %
IA
301
Icon Advisers
Colorado
$218K 1,400 – –
AB
302
Amalgamated Bank
New York
$210K 1,348 +1,348 New
KFC
303
Klingenstein Fields & Co
New York
$210K 1,350 +1,350 New
BF
304
BOK Financial
Oklahoma
$208K 1,330 +1,330 New
DL
305
Delta Lloyd
Netherlands
$207K 1,325 +1,325 New
WIS
306
Wright Investors Service
Connecticut
$207K 1,331 +1,331 New
P
307
Pitcairn
Pennsylvania
$204K 1,308 +1,308 New
BT
308
Bankers Trust
Iowa
$203K 1,304 +1,304 New
RA
309
Rational Advisors
New York
$195K 1,249 -5,140 -80%
OMCS
310
Old Mutual Customised Solutions
South Africa
$171K 1,100 – –
CLOS
311
Compagnie Lombard Odier SCmA
Switzerland
$157K 1,010 +1,010 New
ST
312
Smithfield Trust
Pennsylvania
$98K 629 – –
HRIA
313
Haberer Registered Investment Advisor
Ohio
$94K 600 – –
ECM
314
ETrade Capital Management
Virginia
$86K 554 +43 +8%
WT
315
Whittier Trust
California
$83K 535 -65 -11%
NYLT
316
New York Life Trust
New York
$82K 528 +528 New
TRCT
317
Tower Research Capital (TRC)
New York
$81K 520 -1,853 -78%
PCTC
318
Perkins Coie Trust Company
Washington
$78K 500 +500 New
DVM
319
Dreman Value Management
Florida
$68K 435 +435 New
WA
320
Waverly Advisors
Alabama
$67K 427 – –
JFGIW
321
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$58K 370 -355 -49%
Envestnet Asset Management
322
Envestnet Asset Management
Illinois
$54K 345 +58 +20%
PTC
323
Private Trust Company
Ohio
$45K 288 +172 +148%
First Manhattan
324
First Manhattan
New York
$41K 265 – –
LTFS
325
Ladenburg Thalmann Financial Services
Florida
$40K 265 +4 +2%
11 12
13
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