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Everest Group
EG

Overview Fund Activity

404 hedge funds and large institutions have $8.84B invested in Everest Group in 2018 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 135 increasing their positions, 173 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
-34
Holders Change %
-7.76%
% of All Funds
9.25%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
32
Increased
135
Reduced
173
Closed
59
Calls
$14.1M
Puts
$16.9M
Net Calls
-$2.74M
Net Calls Change
-$11.1M

Top Buyers

1
SOMRS
State of Michigan Retirement System
Michigan
+$183M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$145M
3
Franklin Resources
Franklin Resources
California
+$60.4M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$55M
5
CIP
Champlain Investment Partners
Vermont
+$36M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
-$82.6M
2
Man Group
Man Group
United Kingdom
-$79.4M
3
Boston Partners
Boston Partners
Massachusetts
-$42.8M
4
SCP
Seizert Capital Partners
Michigan
-$34.4M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$33.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AMIM
301
Aull & Monroe Investment Management
Alabama
$343K +$343K +1,500 New
HA
302
Harbor Advisors
Florida
$343K +$343K +1,500 New
Carson Wealth (CWM LLC)
303
Carson Wealth (CWM LLC)
Nebraska
$340K +$337K +1,478 +12,317%
Daiwa Securities Group
304
Daiwa Securities Group
Japan
$332K +$6.86K +30 +2%
OAM
305
Oxford Asset Management
United Kingdom
$327K -$11.5M -50,408 -97%
AP
306
Advisor Partners
California
$327K -$34.7K -152 -10%
EIM
307
Essex Investment Management
Massachusetts
$304K – – –
PA
308
Parallel Advisors
California
$293K -$29.2K -128 -9%
Fifth Third Bancorp
309
Fifth Third Bancorp
Ohio
$281K – – –
CA
310
Cetera Advisors
Colorado
$280K +$10.6K +46 +4%
CI
311
Cigna Investments
Connecticut
$279K -$21.7K -100 -7%
CIBC World Market
312
CIBC World Market
Ontario, Canada
$273K -$991K -4,344 -78%
Fuller & Thaler Asset Management
313
Fuller & Thaler Asset Management
California
$271K +$53.7K +235 +25%
LNWWM
314
Laird Norton Wetherby Wealth Management
California
$265K -$53.3K -233 -17%
UA
315
Unison Advisors
District of Columbia
$256K +$1.37K +6 +0.5%
MSE
316
MUFG Securities EMEA
United Kingdom
$253K +$242K +1,062 +2,309%
Bank of Nova Scotia
317
Bank of Nova Scotia
Ontario, Canada
$250K – – –
TU
318
TDAM USA
Ontario, Canada
$249K – – –
SB
319
Suntrust Banks
Georgia
$247K +$247K +1,081 New
FMBTD
320
First Midwest Bank Trust Division
Illinois
$245K -$52K -228 -18%
PPCM
321
Pillar Pacific Capital Management
California
$238K – – –
CCM
322
Coldstream Capital Management
Washington
$230K +$2.96K +13 +1%
GBA
323
Garrison Bradford & Associates
New York
$228K – – –
D.E. Shaw & Co
324
D.E. Shaw & Co
New York
$228K +$228K +1,000 New
MML Investors Services
325
MML Investors Services
Massachusetts
$227K +$5.02K +22 +2%
11 12
13
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