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Everest Group
EG

Overview Fund Activity

377 hedge funds and large institutions have $7.63B invested in Everest Group in 2015 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 144 increasing their positions, 132 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
-15
Holders Change %
-3.83%
% of All Funds
10.17%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
28
Increased
144
Reduced
132
Closed
41
Calls
$8.54M
Puts
$14.2M
Net Calls
-$5.67M
Net Calls Change
-$504K

Top Buyers

1
Axa
Axa
France
$54.8M
2
Principal Financial Group
Principal Financial Group
Iowa
$128M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$272M
4
Citadel Advisors
Citadel Advisors
Florida
$27.1M
5
CEP
Chicago Equity Partners
Illinois
$31.8M

Top Sellers

1
DSA
Davis Selected Advisers
Arizona
$37.8M
2
SOMRS
State of Michigan Retirement System
Michigan
$155M
3
WG
Winton Group
United Kingdom
$42M
4
VVP
Vulcan Value Partners
Alabama
$353M
5
SAM
Southeastern Asset Management
Tennessee
$577M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNWWM
301
Laird Norton Wetherby Wealth Management
California
$357K +$54.7K +301 +18%
IGIM
302
I.G. Investment Management
Manitoba, Canada
$323K +$90K +495 +39%
RBC
303
Ronald Blue & Co
Georgia
$303K +$546 +3 +0.2%
BFEC
304
Benjamin F. Edwards & Company
Missouri
$297K – – –
MAM
305
Meeder Asset Management
Ohio
$284K – – –
CS
306
Cannell & Spears
New York
$280K – – –
AMIM
307
Aull & Monroe Investment Management
Alabama
$275K – – –
VAM
308
Visium Asset Management
New York
$267K -$3.64K -20 -1%
PPCM
309
Pillar Pacific Capital Management
California
$264K – – –
TNAM
310
Terra Nova Asset Management
New York
$264K – – –
M&T Bank
311
M&T Bank
New York
$255K -$31.2K -172 -11%
ZDA
312
Zweig-DiMenna Associates
New York
$255K – – –
LTFS
313
Ladenburg Thalmann Financial Services
Florida
$250K +$69.7K +381 +39%
RIA
314
Regal Investment Advisors
Michigan
$247K +$247K +1,359 New
KFC
315
Klingenstein Fields & Co
New York
$246K – – –
GAM
316
Gotham Asset Management
New York
$243K +$5.1K +28 +2%
HIMCH
317
Hartford Investment Management Co (HIMCO)
Connecticut
$240K -$20.2K -111 -8%
MYLI
318
Meiji Yasuda Life Insurance
Japan
$237K -$109K -600 -32%
QI
319
QS Investors
New York
$228K -$958K -5,267 -81%
SAM
320
Silvercrest Asset Management
New York
$226K – – –
FCBT
321
First Citizens Bank & Trust
North Carolina
$220K – – –
AP
322
Advisor Partners
California
$209K – – –
GHA
323
GW Henssler & Associates
Georgia
$205K -$31K -170 -13%
CCWA
324
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$205K +$205K +1,127 New
JWA
325
JFS Wealth Advisors
Pennsylvania
$202K +$363 +2 +0.2%
11 12
13
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