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Everest Group
EG

424 hedge funds and large institutions have $8.25B invested in Everest Group in 2018 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 129 increasing their positions, 166 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

291% more call options, than puts

Call options by funds: $31.5M | Put options by funds: $8.06M

250% more funds holding in top 10

Funds holding in top 10: 2 → 7 (+5)

48% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 44

5% more funds holding

Funds holding: 405 → 424 (+19)

2.08% less ownership

Funds ownership: 95.61% → 93.53% (-2.1%)

7% less capital invested

Capital invested by funds: $8.84B → $8.25B (-$597M)

22% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 166

Holders
424
Holders Change
+19
Holders Change %
+4.69%
% of All Funds
9.45%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.16%
New
65
Increased
129
Reduced
166
Closed
44
Calls
$31.5M
Puts
$8.06M
Net Calls
+$23.5M
Net Calls Change
+$26.2M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$32.5M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$32.2M
3
Man Group
Man Group
United Kingdom
+$31.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$23.6M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$23.1M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$95.8M
2
VVP
Vulcan Value Partners
Alabama
-$94.2M
3
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$85M
4
BCM
Bridgeway Capital Management
Texas
-$47.2M
5
CVA
Ceredex Value Advisors
Florida
-$30.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
NIT
326
NumerixS Investment Technologies
British Columbia, Canada
$259K +$261K +1,200 New
Fuller & Thaler Asset Management
327
Fuller & Thaler Asset Management
California
$258K – – –
UA
328
Unison Advisors
District of Columbia
$245K +$1.31K +6 +0.5%
SB
329
Suntrust Banks
Georgia
$242K +$6.97K +32 +3%
SIA
330
Sit Investment Associates
Minnesota
$240K +$56.6K +260 +31%
TU
331
TDAM USA
Ontario, Canada
$238K – – –
MC
332
Machina Capital
France
$238K +$239K +1,095 New
PA
333
Parallel Advisors
California
$234K -$44.9K -206 -16%
Bank of Nova Scotia
334
Bank of Nova Scotia
Ontario, Canada
$234K -$4.57K -21 -2%
LNWWM
335
Laird Norton Wetherby Wealth Management
California
$231K -$21.6K -99 -9%
Commonwealth Equity Services
336
Commonwealth Equity Services
Massachusetts
$228K +$228K +1,047 New
TRCT
337
Tower Research Capital (TRC)
New York
$227K -$200K -916 -47%
PPCM
338
Pillar Pacific Capital Management
California
$226K – – –
GBA
339
Garrison Bradford & Associates
New York
$218K – – –
FB
340
Fulton Bank
Pennsylvania
$217K +$2.83K +13 +1%
FRM
341
Fox Run Management
Connecticut
$211K +$211K +970 New
Fifth Third Bancorp
342
Fifth Third Bancorp
Ohio
$209K -$59.5K -273 -22%
MML Investors Services
343
MML Investors Services
Massachusetts
$207K -$9.8K -45 -5%
DCM
344
Dupont Capital Management
Delaware
$196K +$127K +582 +182%
QT
345
Quantamental Technologies
New York
$190K +$190K +871 New
AIP
346
Ameritas Investment Partners
Nebraska
$167K – – –
Acadian Asset Management
347
Acadian Asset Management
Massachusetts
$166K +$135K +620 +431%
C
348
Cerebellum
California
$143K +$143K +657 New
AIL
349
AGF Investments LLC
Ontario, Canada
$142K +$88.7K +407 +167%
S
350
SignatureFD
Georgia
$139K +$28.1K +129 +25%
12 13
14
15 16

EG Hedge Fund Activity: Q4 2018 in Review

424 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q4 2018, worth a combined $8.25B — down 6.8% from $8.84B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new EG positions and 44 closed out — a net gain of 21 holders — while 129 added to existing stakes and 166 trimmed.

The largest buyer was BlackRock, adding an estimated $32.5M. The largest seller was JP Morgan Chase, cutting an estimated $95.8M.

  • 424 institutional investors held Everest Group (EG) as of Q4 2018, up from 405 in Q3 2018.
  • Funds reported $8.25B of Everest Group stock for Q4 2018, down 6.8% quarter-over-quarter.
  • 65 funds opened new Everest Group positions in Q4 2018 and 44 closed out, a net change of +21 holders.
  • The largest Everest Group buyer in Q4 2018 was BlackRock, an estimated $32.5M added.
  • The largest Everest Group seller in Q4 2018 was JP Morgan Chase, an estimated $95.8M sold.

Based on aggregated 13F filings for Q4 2018.