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Everest Group
EG

Overview Fund Activity

366 hedge funds and large institutions have $6.98B invested in Everest Group in 2014 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 124 increasing their positions, 144 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+12
Holders Change %
+3.39%
% of All Funds
10.53%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
35
Increased
124
Reduced
144
Closed
21
Calls
$8.06M
Puts
$11.4M
Net Calls
-$3.38M
Net Calls Change
-$4.07M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$70.9M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$50M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$23.1M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$18.8M
5
AI
Analytic Investors
California
+$17.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$51.7M
2
SAM
Southeastern Asset Management
Tennessee
-$45.6M
3
AL
AJO LP
Pennsylvania
-$37.3M
4
VVP
Vulcan Value Partners
Alabama
-$34.5M
5
SFM
Systematic Financial Management
New Jersey
-$25M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
326
Ladenburg Thalmann Financial Services
Florida
$61K +$23.3K +146 +62%
NYLT
327
New York Life Trust
New York
$53K +$12.4K +78 +31%
DADC
328
D.A. Davidson & Co
Montana
$48K – – –
PTC
329
Private Trust Company
Ohio
$47K +$1.95K +12 +4%
First Manhattan
330
First Manhattan
New York
$40K – – –
Parallax Volatility Advisers
331
Parallax Volatility Advisers
California
$37K -$251K -1,561 -87%
PI
332
PineBridge Investments
New York
$32K -$18.7K -118 -37%
M&T Bank
333
M&T Bank
New York
$32K – – –
SAMC
334
Shinko Asset Management Company
Japan
$32K – – –
TC
335
TradeLink Capital
Illinois
$32K +$32K +200 New
Creative Planning
336
Creative Planning
Kansas
$24K -$14.4K -90 -38%
AP
337
Advisors Preferred
Maryland
$22.8K +$22.8K +142 New
CFA
338
Carroll Financial Associates
North Carolina
$20K +$10.8K +68 +117%
EFSCE
339
Enterprise Financial Services Corp (EFSC)
Missouri
$19K – – –
GAM
340
Gemmer Asset Management
California
$19K – – –
WA
341
WFG Advisors
Texas
$13K – – –
WRM
342
Westport Resources Management
Connecticut
$12K – – –
MAM
343
Mizuho Asset Management
Japan
$12K – – –
TAM
344
Tocqueville Asset Management
New York
$11K +$6.2K +40 +129%
CTC
345
Central Trust Company
Missouri
$10K – – –
CG
346
Colony Group
Massachusetts
$9K – – –
LWA
347
Lenox Wealth Advisors
New York
$8K – – –
MFS
348
MSI Financial Services
Massachusetts
$8K – – –
MA
349
MUFG Americas
New York
$6K – – –
S
350
SignatureFD
Georgia
$6K – – –
12 13
14
15 16