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Everest Group
EG

Overview Fund Activity

366 hedge funds and large institutions have $6.98B invested in Everest Group in 2014 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 124 increasing their positions, 144 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+12
Holders Change %
+3.39%
% of All Funds
10.53%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
35
Increased
124
Reduced
144
Closed
21
Calls
$8.06M
Puts
$11.4M
Net Calls
-$3.38M
Net Calls Change
-$4.07M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$70.9M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$50M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$23.1M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$18.8M
5
AI
Analytic Investors
California
+$17.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$51.7M
2
SAM
Southeastern Asset Management
Tennessee
-$45.6M
3
AL
AJO LP
Pennsylvania
-$37.3M
4
VVP
Vulcan Value Partners
Alabama
-$34.5M
5
SFM
Systematic Financial Management
New Jersey
-$25M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
301
Gotham Asset Management
New York
$243K -$258K -1,605 -52%
BFEC
302
Benjamin F. Edwards & Company
Missouri
$239K +$239K +1,490 New
JWA
303
JFS Wealth Advisors
Pennsylvania
$228K -$135K -841 -37%
EAM
304
EULAV Asset Management
Florida
$225K -$707K -4,400 -76%
AAM
305
Advisors Asset Management
Colorado
$225K -$16.1K -100 -7%
Daiwa Securities Group
306
Daiwa Securities Group
Japan
$225K – – –
T
307
TradeWorx
New Jersey
$224K +$224K +1,396 New
QIM
308
Quantitative Investment Management
Virginia
$224K +$224K +1,400 New
DILH
309
Dai-ichi Life Holdings
Japan
$221K – – –
KFC
310
Klingenstein Fields & Co
New York
$217K – – –
TI
311
Turner Investments
Pennsylvania
$216K -$18.6K -116 -8%
WIS
312
Wright Investors Service
Connecticut
$214K – – –
SEC
313
Seven Eight Capital
New York
$209K -$193K -1,200 -48%
GCA
314
Gideon Capital Advisors
New York
$208K -$389K -2,430 -65%
OMCS
315
Old Mutual Customised Solutions
South Africa
$177K – – –
Fuller & Thaler Asset Management
316
Fuller & Thaler Asset Management
California
$160K – – –
JFGIW
317
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$133K +$80.9K +505 +155%
ST
318
Smithfield Trust
Pennsylvania
$101K – – –
HRIA
319
Haberer Registered Investment Advisor
Ohio
$96K – – –
DVM
320
Dreman Value Management
Florida
$95K +$25.8K +160 +37%
IGIM
321
I.G. Investment Management
Manitoba, Canada
$87K +$18.9K +117 +28%
WT
322
Whittier Trust
California
$86K – – –
PCTC
323
Perkins Coie Trust Company
Washington
$80K – – –
Envestnet Asset Management
324
Envestnet Asset Management
Illinois
$73K +$8.84K +55 +14%
WA
325
Waverly Advisors
Alabama
$65K -$8.15K -51 -11%
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