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Everest Group
EG

Overview Fund Activity

354 hedge funds and large institutions have $6.68B invested in Everest Group in 2014 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 103 increasing their positions, 157 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
+7
Holders Change %
+2.02%
% of All Funds
10.23%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.17%
New
42
Increased
103
Reduced
157
Closed
31
Calls
$18.7M
Puts
$18M
Net Calls
+$688K
Net Calls Change
-$1.23M

Top Buyers

1
AI
Analytic Investors
California
+$69.8M
2
VVP
Vulcan Value Partners
Alabama
+$54.8M
3
SAM
Southeastern Asset Management
Tennessee
+$48.4M
4
WCM
Winton Capital Management
United Kingdom
+$32.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$31.7M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
-$99.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$80.2M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$75.9M
4
Principal Financial Group
Principal Financial Group
Iowa
-$62.6M
5
Axa
Axa
France
-$49.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
326
Creative Planning
Kansas
$37K +$37K +240 New
LTFS
327
Ladenburg Thalmann Financial Services
Florida
$36K -$4.42K -29 -11%
RIA
328
Regal Investment Advisors
Michigan
$34K +$34K +223 New
M&T Bank
329
M&T Bank
New York
$31K -$2.79K -18 -8%
SAMC
330
Shinko Asset Management Company
Japan
$31K – – –
QT
331
Quantbot Technologies
New York
$30K +$30K +200 New
EFSCE
332
Enterprise Financial Services Corp (EFSC)
Missouri
$19K +$2.2K +14 +13%
GAM
333
Gemmer Asset Management
California
$18K +$18K +120 New
WRM
334
Westport Resources Management
Connecticut
$12K – – –
WA
335
WFG Advisors
Texas
$12K – – –
MAM
336
Mizuho Asset Management
Japan
$11K – – –
Manulife (Manufacturers Life Insurance)
337
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.8K -$201 -1,316 -2%
CGT
338
Capital Guardian Trust
California
$10K +$10K +65 New
CTC
339
Central Trust Company
Missouri
$9K – – –
CFA
340
Carroll Financial Associates
North Carolina
$9K +$9K +58 New
CG
341
Colony Group
Massachusetts
$8K – – –
MFS
342
MSI Financial Services
Massachusetts
$8K – – –
LWA
343
Lenox Wealth Advisors
New York
$7K – – –
S
344
SignatureFD
Georgia
$6K -$2.27K -14 -27%
MA
345
MUFG Americas
New York
$6K – – –
TAM
346
Tocqueville Asset Management
New York
$5K +$3.55K +22 +244%
KT
347
Kanaly Trust
Texas
$5K +$5K +32 New
DBT
348
Dubuque Bank & Trust
Iowa
$3K – – –
MIM
349
Macroview Investment Management
Maryland
$3K +$3K +18 New
FNBT
350
FineMark National Bank & Trust
Florida
$1K – – –
12 13
14
15 16