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Everest Group

371 hedge funds and large institutions have $7.4B invested in Everest Group in 2014 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 116 increasing their positions, 142 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+30
Holders Change %
+8.8%
% of All Funds
9.9%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
48
Increased
116
Reduced
142
Closed
13
Calls
$3.95M
Puts
$11.1M
Net Calls
-$7.15M
Net Calls Change
-$2.64M
Name Holding Trade Value Shares
Change
Shares
Change %
AMIM
301
Aull & Monroe Investment Management
Alabama
$255K +$255K +1,500 New
EP
302
Edgestream Partners
New Jersey
$246K +$246K +1,443 New
GAM
303
Gotham Asset Management
New York
$245K -$13.3K -78 -5%
Mackenzie Financial
304
Mackenzie Financial
Ontario, Canada
$238K -$60.5K -355 -20%
EAM
305
EULAV Asset Management
Florida
$238K
DILH
306
Dai-ichi Life Holdings
Japan
$235K
KFC
307
Klingenstein Fields & Co
New York
$230K
Rafferty Asset Management
308
Rafferty Asset Management
New York
$224K -$39.5K -232 -15%
LNWWM
309
Laird Norton Wetherby Wealth Management
California
$224K +$224K +1,317 New
VAM
310
Visium Asset Management
New York
$218K +$5.45K +32 +3%
RT
311
Reliance Trust
Georgia
$211K
GHA
312
GW Henssler & Associates
Georgia
$205K +$205K +1,202 New
AB
313
Amalgamated Bank
New York
$205K +$205K +1,203 New
Daiwa Securities Group
314
Daiwa Securities Group
Japan
$204K -$34K -200 -14%
RNS
315
Robert N. Shapiro
$193K -$154K -903 -44%
JWA
316
JFS Wealth Advisors
Pennsylvania
$185K -$15.5K -91 -8%
VFA
317
Virtus Fund Advisers
Connecticut
$168K
IGIM
318
I.G. Investment Management
Manitoba, Canada
$149K +$60.3K +355 +68%
OMCS
319
Old Mutual Customised Solutions
South Africa
$136K -$17K -100 -11%
JFGIW
320
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$135K +$11.9K +70 +10%
Nordea Investment Management
321
Nordea Investment Management
Sweden
$112K
ST
322
Smithfield Trust
Pennsylvania
$107K
NIMI
323
Natixis Investment Managers International
France
$104K +$104K +609 New
HRIA
324
Haberer Registered Investment Advisor
Ohio
$102K
WT
325
Whittier Trust
California
$91K