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Everest Group
EG

Overview Fund Activity

354 hedge funds and large institutions have $6.68B invested in Everest Group in 2014 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 103 increasing their positions, 157 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
+7
Holders Change %
+2.02%
% of All Funds
10.23%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.17%
New
42
Increased
103
Reduced
157
Closed
31
Calls
$18.7M
Puts
$18M
Net Calls
+$688K
Net Calls Change
-$1.23M

Top Buyers

1
AI
Analytic Investors
California
+$69.8M
2
VVP
Vulcan Value Partners
Alabama
+$54.8M
3
SAM
Southeastern Asset Management
Tennessee
+$48.4M
4
WCM
Winton Capital Management
United Kingdom
+$32.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$31.7M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
-$99.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$80.2M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$75.9M
4
Principal Financial Group
Principal Financial Group
Iowa
-$62.6M
5
Axa
Axa
France
-$49.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
DILH
301
Dai-ichi Life Holdings
Japan
$211K -$44.6K -292 -17%
KFC
302
Klingenstein Fields & Co
New York
$207K – – –
RBC
303
Ronald Blue & Co
Georgia
$207K +$207K +1,352 New
WIS
304
Wright Investors Service
Connecticut
$204K – – –
DL
305
Delta Lloyd
Netherlands
$203K – – –
Axa
306
Axa
France
$199K -$49.4M -322,784 -100%
OMCS
307
Old Mutual Customised Solutions
South Africa
$168K – – –
Fuller & Thaler Asset Management
308
Fuller & Thaler Asset Management
California
$153K -$76.5K -500 -33%
ECM
309
ETrade Capital Management
Virginia
$121K +$36.3K +237 +43%
IMS
310
Index Management Solutions
Pennsylvania
$100K +$100K +651 New
ST
311
Smithfield Trust
Pennsylvania
$96K – – –
HRIA
312
Haberer Registered Investment Advisor
Ohio
$92K – – –
TRCT
313
Tower Research Capital (TRC)
New York
$92K +$12K +78 +15%
WT
314
Whittier Trust
California
$82K – – –
PCTC
315
Perkins Coie Trust Company
Washington
$77K – – –
WA
316
Waverly Advisors
Alabama
$70K +$4.74K +31 +7%
DVM
317
Dreman Value Management
Florida
$66K -$767 -5 -1%
IGIM
318
I.G. Investment Management
Manitoba, Canada
$65K +$39.8K +259 +158%
Envestnet Asset Management
319
Envestnet Asset Management
Illinois
$61K +$8.26K +54 +16%
JFGIW
320
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$50K -$6.92K -45 -12%
PI
321
PineBridge Investments
New York
$49K +$49K +320 New
DADC
322
D.A. Davidson & Co
Montana
$45K +$45K +300 New
PTC
323
Private Trust Company
Ohio
$43K -$1.55K -10 -3%
NYLT
324
New York Life Trust
New York
$39K -$41.8K -273 -52%
First Manhattan
325
First Manhattan
New York
$38K -$2.28K -15 -6%
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