EG icon

Everest Group
EG

Overview Fund Activity

347 hedge funds and large institutions have $7.04B invested in Everest Group in 2013 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 115 increasing their positions, 140 reducing their positions, and 31 closing their positions.

Holders
347
Holders Change
+14
Holders Change %
+4.2%
% of All Funds
10.08%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
45
Increased
115
Reduced
140
Closed
31
Calls
$25.4M
Puts
$23.5M
Net Calls
+$1.92M
Net Calls Change
-$1.56M

Top Buyers

1
EARNEST Partners
1
EARNEST Partners
Georgia
$225M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$200M
3
VVP
3
Vulcan Value Partners
Alabama
$216M
4
SAM
4
Southeastern Asset Management
Tennessee
$648M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$86.7M

Top Sellers

1
SFM
1
Systematic Financial Management
New Jersey
$49.1M
2
PIM
2
Perkins Investment Management
Illinois
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$208M
4
AI
4
Analytic Investors
California
$0
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$202M
Name Market Value Shares Shares
Change 		Shares
Change %
M&T Bank
326
M&T Bank
New York
$34K 218 – –
SAMC
327
Shinko Asset Management Company
Japan
$31K 200 – –
IGIM
328
I.G. Investment Management
Manitoba, Canada
$26K 164 +164 New
HF
329
Hoxton Financial
West Virginia
$18K 115 +39 +51%
EFSCE
330
Enterprise Financial Services Corp (EFSC)
Missouri
$17K 107 – –
Carson Wealth (CWM LLC)
331
Carson Wealth (CWM LLC)
Nebraska
$16K 105 – –
WRM
332
Westport Resources Management
Connecticut
$12K 77 – –
WA
333
WFG Advisors
Texas
$12K 80 +1 +1%
MAM
334
Mizuho Asset Management
Japan
$12K 74 +74 New
Manulife (Manufacturers Life Insurance)
335
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.2K 71,926 +8,501 +13%
BFEC
336
Benjamin F. Edwards & Company
Missouri
$10K 67 +17 +34%
CTC
337
Central Trust Company
Missouri
$9K 60 -55 -48%
S
338
SignatureFD
Georgia
$8K 51 – –
LWA
339
Lenox Wealth Advisors
New York
$8K 49 – –
MFS
340
MSI Financial Services
Massachusetts
$8K 50 +50 New
CG
341
Colony Group
Massachusetts
$8K 54 +54 New
MA
342
MUFG Americas
New York
$6K 38 +14 +58%
Northwestern Mutual Wealth Management
343
Northwestern Mutual Wealth Management
Wisconsin
$5K 30 -416 -93%
DBT
344
Dubuque Bank & Trust
Iowa
$3K 19 – –
PIA
345
Piedmont Investment Advisors
North Carolina
$2.03K 13 – –
FNBT
346
FineMark National Bank & Trust
Florida
$1K 5 +5 New
TAM
347
Tocqueville Asset Management
New York
$1K 9 +9 New
PIM
348
Perkins Investment Management
Illinois
– – -514,283 Closed
AI
349
Analytic Investors
California
– – -462,097 Closed
TSW
350
Thompson Siegel & Walmsley
Virginia
– – -263,338 Closed
12 13
14
15 16