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Everest Group
EG

Overview Fund Activity

385 hedge funds and large institutions have $9.08B invested in Everest Group in 2015 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 129 increasing their positions, 137 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+10
Holders Change %
+2.67%
% of All Funds
10.11%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
51
Increased
129
Reduced
137
Closed
37
Calls
$6.87M
Puts
$21.7M
Net Calls
-$14.8M
Net Calls Change
-$790K

Top Buyers

1
ACM
Americafirst Capital Management
California
$1.71B
2
Principal Financial Group
Principal Financial Group
Iowa
$193M
3
Los Angeles Capital Management
Los Angeles Capital Management
California
$28.9M
4
SEI Investments
SEI Investments
Pennsylvania
$51.6M
5
AQR Capital Management
AQR Capital Management
Connecticut
$170M

Top Sellers

1
SAM
Southeastern Asset Management
Tennessee
$408M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$125M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$47.1M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$116M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLL
326
Moody Lynn & Lieberson
Massachusetts
$201K +$201K +1,100 New
PSUF
327
People's United Financial
Connecticut
$201K +$201K +1,100 New
AIM
328
Assured Investment Management
New York
$194K -$609K -3,325 -76%
HCC
329
Hirtle Callaghan & Co
Pennsylvania
$178K – – –
PCM
330
Prelude Capital Management
New York
$165K +$80.7K +440 +96%
QI
331
QS Investors
New York
$160K +$38.3K +209 +31%
EWM
332
Evercore Wealth Management
New York
$155K +$155K +844 New
CF
333
CenterStar Fund
Illinois
$154K -$146K – –
MFS
334
MSI Financial Services
Massachusetts
$148K +$42.4K +231 +40%
OMCS
335
Old Mutual Customised Solutions
South Africa
$146K – – –
Nordea Investment Management
336
Nordea Investment Management
Sweden
$121K – – –
ST
337
Smithfield Trust
Pennsylvania
$115K – – –
QT
338
Quantbot Technologies
New York
$111K -$523K -2,867 -82%
IA
339
IFP Advisors
Florida
$104K +$104K +569 New
OAM
340
Orinda Asset Management
California
$99K – – –
WT
341
Whittier Trust
California
$98K – – –
MAM
342
Mizuho Asset Management
Japan
$96K – – –
Fuller & Thaler Asset Management
343
Fuller & Thaler Asset Management
California
$92K – – –
PCTC
344
Perkins Coie Trust Company
Washington
$92K – – –
Fifth Third Bancorp
345
Fifth Third Bancorp
Ohio
$88K +$18.3K +100 +26%
FIB
346
First Interstate Bank
Montana
$87K – – –
VCM
347
Versant Capital Management
Arizona
$80K +$80K +441 New
NSIM
348
North Star Investment Management
Illinois
$73K – – –
MAM
349
Meeder Asset Management
Ohio
$63K +$63K +344 New
EFSCE
350
Enterprise Financial Services Corp (EFSC)
Missouri
$53K +$11.6K +63 +28%
12 13
14
15 16