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Everest Group

377 hedge funds and large institutions have $7.13B invested in Everest Group in 2016 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 115 increasing their positions, 165 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% less capital invested

Capital invested by funds: $7.16B → $7.13B (-$30.2M)

2.42% less ownership

Funds ownership: 92.61%90.18% (-2.4%)

3% less funds holding

Funds holding: 387377 (-10)

12% less call options, than puts

Call options by funds: $5.23M | Put options by funds: $5.95M

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

22% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 37

30% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 165

Holders
377
Holders Change
-10
Holders Change %
-2.58%
% of All Funds
10.06%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
29
Increased
115
Reduced
165
Closed
37
Calls
$5.23M
Puts
$5.95M
Net Calls
-$715K
Net Calls Change
+$2.17M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
301
Advisor Group
Arizona
$270K +$47.8K +254 +22%
Squarepoint
302
Squarepoint
New York
$270K +$267K +1,421 New
GHAM
303
Gilman Hill Asset Management
Connecticut
$262K +$30.1K +160 +13%
FFC
304
First Financial Corp
Indiana
$255K -$27.3K -145 -10%
Neuberger Berman Group
305
Neuberger Berman Group
New York
$248K -$1.62M -8,593 -87%
CA
306
Cetera Advisors
Colorado
$240K
KFC
307
Klingenstein Fields & Co
New York
$237K
LTFS
308
Ladenburg Thalmann Financial Services
Florida
$236K -$4.51K -24 -2%
SAM
309
Silvercrest Asset Management
New York
$228K
Envestnet Asset Management
310
Envestnet Asset Management
Illinois
$219K -$6.21K -33 -3%
FWM
311
Focused Wealth Management
New York
$218K
AP
312
Advisor Partners
California
$214K -$29.3K -156 -12%
MCM
313
Matarin Capital Management
New York
$210K -$3.57M -19,006 -95%
NIT
314
NumerixS Investment Technologies
British Columbia, Canada
$209K -$1.37M -7,300 -87%
CSS
315
Cubist Systematic Strategies
Connecticut
$209K +$207K +1,100 New
HPC
316
HM Payson & Co
Maine
$209K +$207K +1,100 New
MSV
317
MN Services Vermogensbeheer
Netherlands
$207K
GXMC
318
Global X Management Company
New York
$207K +$99.5K +529 +94%
TU
319
TDAM USA
Ontario, Canada
$207K +$205K +1,092 New
BAC
320
Boys Arnold & Co
North Carolina
$202K -$89.3K -475 -31%
QSS
321
Quantitative Systematic Strategies
Florida
$201K -$87.8K -467 -31%
JWA
322
JFS Wealth Advisors
Pennsylvania
$193K -$15K -80 -7%
MFS
323
MSI Financial Services
Massachusetts
$175K +$376 +2 +0.2%
HNB
324
Huntington National Bank
Ohio
$172K -$48.5K -258 -22%
DSI
325
Daiwa SB Investments
Japan
$167K -$1.88K -10 -1%