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Everest Group

375 hedge funds and large institutions have $7.06B invested in Everest Group in 2015 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 140 increasing their positions, 138 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
-2
Holders Change %
-0.53%
% of All Funds
10.48%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.2%
New
31
Increased
140
Reduced
138
Closed
32
Calls
$5.65M
Puts
$19.7M
Net Calls
-$14M
Net Calls Change
-$8.37M
Name Holding Trade Value Shares
Change
Shares
Change %
MFS
326
MSI Financial Services
Massachusetts
$100K +$347 +2 +0.3%
WA
327
Waverly Advisors
Alabama
$94K +$27.8K +160 +42%
OAM
328
Orinda Asset Management
California
$93K -$53.9K -312 -37%
WT
329
Whittier Trust
California
$93K
MAM
330
Mizuho Asset Management
Japan
$90K +$27.2K +158 +43%
Fuller & Thaler Asset Management
331
Fuller & Thaler Asset Management
California
$87K
PCTC
332
Perkins Coie Trust Company
Washington
$87K
FIB
333
First Interstate Bank
Montana
$82K +$82K +475 New
PCM
334
Prelude Capital Management
New York
$80K -$104K -600 -57%
IRS
335
Invictus RG (Singapore)
Singapore
$70K -$455K -2,618 -87%
NSIM
336
North Star Investment Management
Illinois
$69K +$69K +400 New
Fifth Third Bancorp
337
Fifth Third Bancorp
Ohio
$66K +$11.3K +65 +21%
DVM
338
Dreman Value Management
Florida
$41K
EFSCE
339
Enterprise Financial Services Corp (EFSC)
Missouri
$39K
GT
340
Glenmede Trust
Pennsylvania
$38K -$404K -2,347 -91%
KT
341
Kanaly Trust
Texas
$38K
SEC
342
Seven Eight Capital
New York
$35K +$35K +200 New
W
343
Wealthfront
California
$33K +$1.54K +9 +5%
GWM
344
Gupta Wealth Management
California
$31K
Loomis, Sayles & Company
345
Loomis, Sayles & Company
Massachusetts
$27K
BFEC
346
Benjamin F. Edwards & Company
Missouri
$26K -$257K -1,480 -91%
SAMC
347
Shinko Asset Management Company
Japan
$24K
Creative Planning
348
Creative Planning
Kansas
$24K +$24K +136 New
VFA
349
Virtus Fund Advisers
Connecticut
$23K
MPWT
350
MassMutual Private Wealth & Trust
Connecticut
$22.5K