EG icon

Everest Group
EG

Overview Fund Activity

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

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
$143M
2
Principal Financial Group
Principal Financial Group
Iowa
$148M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$20.6M
4
BIT
BlackRock Institutional Trust
California
$264M
5
Bank of America
Bank of America
North Carolina
$29.1M

Top Sellers

1
SOMRS
State of Michigan Retirement System
Michigan
$3.49M
2
SAM
Southeastern Asset Management
Tennessee
$441M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$168M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$86.9M
5
Citadel Advisors
Citadel Advisors
Florida
$2.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
351
Gemmer Asset Management
California
$21K – – –
CTC
352
Central Trust Company
Missouri
$21K +$10.7K +62 +103%
First Manhattan
353
First Manhattan
New York
$17K – – –
AC
354
Alexandria Capital
Virginia
$14K – – –
IWM
355
Integrated Wealth Management
California
$14K – – –
WA
356
WFG Advisors
Texas
$14K +$169 +1 +1%
WRM
357
Westport Resources Management
Connecticut
$13K – – –
Nuveen Asset Management
358
Nuveen Asset Management
Illinois
$12K -$1.32K -7,630 -10%
SMG
359
Spectrum Management Group
Indiana
$11K +$11K +65 New
Manulife (Manufacturers Life Insurance)
360
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.1K -$298 -1,719 -3%
PFBT
361
Parkside Financial Bank & Trust
Missouri
$10K +$10K +56 New
CG
362
Colony Group
Massachusetts
$9K – – –
ZB
363
Zions Bancorporation
Utah
$9K +$9K +48 New
CCS
364
Crosspoint Capital Strategies
California
$8K +$8K +45 New
NFG
365
Next Financial Group
Texas
$8K +$8K +50 New
S
366
SignatureFD
Georgia
$7K – – –
QCG
367
Quadrant Capital Group
Ohio
$7K – – –
DADC
368
D.A. Davidson & Co
Montana
$5K -$45.8K -293 -90%
TF
369
Tompkins Financial
New York
$5K – – –
AA
370
ALPS Advisors
Colorado
$4.91K -$255 -147 -5%
DBT
371
Dubuque Bank & Trust
Iowa
$3K – – –
MSFP
372
Mark Sheptoff Financial Planning
Connecticut
$3K +$3K +15 New
CAW
373
Cornerstone Advisors (Washington)
Washington
$2K – – –
FNBT
374
FineMark National Bank & Trust
Florida
$1K – – –
LWA
375
Lenox Wealth Advisors
New York
$1K – – –
13 14
15
16 17