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Everest Group

377 hedge funds and large institutions have $7.13B invested in Everest Group in 2016 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 115 increasing their positions, 165 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% less capital invested

Capital invested by funds: $7.16B → $7.13B (-$30.2M)

2.42% less ownership

Funds ownership: 92.61%90.18% (-2.4%)

3% less funds holding

Funds holding: 387377 (-10)

12% less call options, than puts

Call options by funds: $5.23M | Put options by funds: $5.95M

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

22% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 37

30% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 165

Holders
377
Holders Change
-10
Holders Change %
-2.58%
% of All Funds
10.06%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
29
Increased
115
Reduced
165
Closed
37
Calls
$5.23M
Puts
$5.95M
Net Calls
-$715K
Net Calls Change
+$2.17M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
326
Prelude Capital Management
New York
$141K
Nordea Investment Management
327
Nordea Investment Management
Sweden
$134K
HSA
328
Hussman Strategic Advisors
Maryland
$133K
CAM
329
ClariVest Asset Management
California
$124K
HCC
330
Hirtle Callaghan & Co
Pennsylvania
$121K
TG
331
TLP Group
Illinois
$121K +$119K +635 New
ST
332
Smithfield Trust
Pennsylvania
$119K
WT
333
Whittier Trust
California
$102K
MIC
334
MU Investments Company
Japan
$97K -$82.7K -440 -46%
PCTC
335
Perkins Coie Trust Company
Washington
$95K
IA
336
IFP Advisors
Florida
$95K +$5.64K +30 +6%
MAM
337
Mizuho Asset Management
Japan
$89K -$9.59K -51 -10%
VCM
338
Versant Capital Management
Arizona
$83K -$752 -4 -0.9%
Toronto Dominion Bank
339
Toronto Dominion Bank
Ontario, Canada
$69K +$24.4K +130 +55%
EFSCE
340
Enterprise Financial Services Corp (EFSC)
Missouri
$61K
S
341
SignatureFD
Georgia
$57K +$29K +154 +105%
PHK
342
Point72 Hong Kong
Hong Kong
$57K +$56.4K +300 New
JFA
343
JNBA Financial Advisors
Minnesota
$57K +$56.6K +301 New
Fifth Third Bancorp
344
Fifth Third Bancorp
Ohio
$48K +$1.13K +6 +2%
Creative Planning
345
Creative Planning
Kansas
$48K +$22.4K +119 +88%
PMFA
346
Plante Moran Financial Advisors
Michigan
$34K
TCIM
347
TIAA CREF Investment Management
New York
$30.6K -$11.7M -62,052 -28%
PCP
348
Proficio Capital Partners
Massachusetts
$29K +$24.6K +131 +570%
CTC
349
Central Trust Company
Missouri
$23K
GAM
350
Gemmer Asset Management
California
$23K