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Everest Group
EG

Overview Fund Activity

377 hedge funds and large institutions have $7.63B invested in Everest Group in 2015 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 144 increasing their positions, 132 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
-15
Holders Change %
-3.83%
% of All Funds
10.17%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
28
Increased
144
Reduced
132
Closed
41
Calls
$8.54M
Puts
$14.2M
Net Calls
-$5.67M
Net Calls Change
-$504K

Top Buyers

1
Axa
Axa
France
$54.8M
2
Principal Financial Group
Principal Financial Group
Iowa
$128M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$272M
4
Citadel Advisors
Citadel Advisors
Florida
$27.1M
5
CEP
Chicago Equity Partners
Illinois
$31.8M

Top Sellers

1
DSA
Davis Selected Advisers
Arizona
$37.8M
2
SOMRS
State of Michigan Retirement System
Michigan
$155M
3
WG
Winton Group
United Kingdom
$42M
4
VVP
Vulcan Value Partners
Alabama
$353M
5
SAM
Southeastern Asset Management
Tennessee
$577M
Name Holding Trade Value Shares
Change 		Shares
Change %
Loomis, Sayles & Company
351
Loomis, Sayles & Company
Massachusetts
$29K +$29K +157 New
SAMC
352
Shinko Asset Management Company
Japan
$26K – – –
VFA
353
Virtus Fund Advisers
Connecticut
$24K -$139K -762 -85%
MPWT
354
MassMutual Private Wealth & Trust
Connecticut
$22.3K – – –
GAM
355
Gemmer Asset Management
California
$22K – – –
First Manhattan
356
First Manhattan
New York
$18K – – –
IWM
357
Integrated Wealth Management
California
$15K – – –
WA
358
WFG Advisors
Texas
$15K – – –
AC
359
Alexandria Capital
Virginia
$15K – – –
Nuveen Asset Management
360
Nuveen Asset Management
Illinois
$14K +$337 +1,850 +2%
WRM
361
Westport Resources Management
Connecticut
$14K – – –
CTC
362
Central Trust Company
Missouri
$11K – – –
Manulife (Manufacturers Life Insurance)
363
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11K +$328 +1,800 +3%
CG
364
Colony Group
Massachusetts
$10K – – –
S
365
SignatureFD
Georgia
$8K – – –
QCG
366
Quadrant Capital Group
Ohio
$8K +$8K +44 New
TF
367
Tompkins Financial
New York
$5K – – –
IMS
368
Index Management Solutions
Pennsylvania
$5K +$5K +28 New
CFA
369
Carroll Financial Associates
North Carolina
$4K +$4K +23 New
DBT
370
Dubuque Bank & Trust
Iowa
$3K – – –
AH
371
Achievement Holdings
Illinois
$2.79K -$36 -200 -1%
CAW
372
Cornerstone Advisors (Washington)
Washington
$2K – – –
SF
373
Synovus Financial
Georgia
$1K – – –
FNBT
374
FineMark National Bank & Trust
Florida
$1K – – –
LWA
375
Lenox Wealth Advisors
New York
$1K – – –
13 14
15
16 17