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Everest Group
EG

Overview Fund Activity

371 hedge funds and large institutions have $7.4B invested in Everest Group in 2014 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 116 increasing their positions, 142 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+30
Holders Change %
+8.8%
% of All Funds
9.9%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
48
Increased
116
Reduced
142
Closed
13
Calls
$3.95M
Puts
$11.1M
Net Calls
-$7.15M
Net Calls Change
-$2.64M

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
$119M
2
VVP
Vulcan Value Partners
Alabama
$375M
3
ACM
Americafirst Capital Management
California
$51.1M
4
JIM
Jupiter Investment Management
United Kingdom
$22.1M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$168M

Top Sellers

1
WG
Winton Group
United Kingdom
$38.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$19.8M
3
Canada Life
Canada Life
Manitoba, Canada
$50.3M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$101M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$50.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCTC
326
Perkins Coie Trust Company
Washington
$85K – – –
LTFS
327
Ladenburg Thalmann Financial Services
Florida
$77K +$12.7K +70 +20%
WA
328
Waverly Advisors
Alabama
$74K – – –
Envestnet Asset Management
329
Envestnet Asset Management
Illinois
$73K -$6.34K -37 -8%
PCM
330
Prelude Capital Management
New York
$68K – – –
PHK
331
Point72 Hong Kong
Hong Kong
$68K +$68K +398 New
MAM
332
Mizuho Asset Management
Japan
$62K +$49.4K +290 +392%
Fuller & Thaler Asset Management
333
Fuller & Thaler Asset Management
California
$51K -$51K -300 -50%
DADC
334
D.A. Davidson & Co
Montana
$51K – – –
Bessemer Group
335
Bessemer Group
New Jersey
$51K +$29.8K +175 +140%
Fifth Third Bancorp
336
Fifth Third Bancorp
Ohio
$40K +$34K +200 +571%
DVM
337
Dreman Value Management
Florida
$40K +$40K +234 New
SAMC
338
Shinko Asset Management Company
Japan
$34K – – –
PI
339
PineBridge Investments
New York
$34K – – –
EFSCE
340
Enterprise Financial Services Corp (EFSC)
Missouri
$34K +$13.5K +80 +66%
MCM
341
MV Capital Management
Maryland
$27K +$27K +160 New
MA
342
MUFG Americas
New York
$24K – – –
GAM
343
Gemmer Asset Management
California
$20K – – –
First Manhattan
344
First Manhattan
New York
$17K -$25.5K -150 -60%
SEC
345
Seven Eight Capital
New York
$17K +$17K +100 New
WA
346
WFG Advisors
Texas
$14K – – –
WRM
347
Westport Resources Management
Connecticut
$13K – – –
Northwestern Mutual Wealth Management
348
Northwestern Mutual Wealth Management
Wisconsin
$11K +$11K +66 New
CTC
349
Central Trust Company
Missouri
$10K – – –
Manulife (Manufacturers Life Insurance)
350
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.97K -$389 -2,285 -4%
12 13
14
15 16