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Everest Group

436 hedge funds and large institutions have $9.79B invested in Everest Group in 2017 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 132 increasing their positions, 174 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 26

87% more call options, than puts

Call options by funds: $9.03M | Put options by funds: $4.84M

13% more funds holding

Funds holding: 387436 (+49)

11% more capital invested

Capital invested by funds: $8.83B → $9.79B (+$965M)

1.21% more ownership

Funds ownership: 92.45%93.67% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

24% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 174

Holders
436
Holders Change
+49
Holders Change %
+12.66%
% of All Funds
10.87%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
77
Increased
132
Reduced
174
Closed
26
Calls
$9.03M
Puts
$4.84M
Net Calls
+$4.19M
Net Calls Change
+$5.66M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
301
Camarda Financial Advisors
Florida
$625K -$86.6K -351 -13%
GIA
302
Gateway Investment Advisers
Ohio
$624K +$605K +2,450 New
SW
303
SVB Wealth
Massachusetts
$623K +$604K +2,449 New
HAM
304
Highstreet Asset Management
Ontario, Canada
$622K +$602K +2,440 New
B
305
Barings
North Carolina
$593K -$195K -790 -25%
CTC
306
Central Trust Company
Missouri
$591K +$543K +2,198 +1,802%
LMAM
307
Legg Mason Asset Management
Japan
$586K -$49.4K -200 -8%
GXMC
308
Global X Management Company
New York
$580K -$9.87K -40 -2%
WBC
309
Westpac Banking Corp
Australia
$572K -$12.6M -51,192 -96%
Simplex Trading
310
Simplex Trading
Illinois
$561K +$544K +2,204 New
WA
311
Waverly Advisors
Alabama
$554K
PL
312
Parkwood LLC
Ohio
$551K +$217K +880 +68%
HCM
313
Herndon Capital Management
Georgia
$546K
RJFSA
314
Raymond James Financial Services Advisors
Florida
$510K +$283K +1,147 +134%
TI
315
Trexquant Investment
Connecticut
$509K +$494K +2,000 New
WIS
316
Wright Investors Service
Connecticut
$508K -$45.7K -185 -8%
PA
317
Parallel Advisors
California
$507K
GG
318
Gofen & Glossberg
Illinois
$496K
HF
319
HRT Financial
New York
$488K +$474K +1,920 New
RFC
320
Regions Financial Corp
Alabama
$474K
UFF
321
USA Financial Formulas
Michigan
$468K +$453K +1,837 New
GC
322
Globeflex Capital
California
$467K
TIP
323
Torray Investment Partners
Maryland
$466K +$3.7K +15 +0.8%
OI
324
Oakbrook Investments
Illinois
$465K +$450K +1,825 New
Nordea Investment Management
325
Nordea Investment Management
Sweden
$460K +$151K +612 +51%