EG icon

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

Top Sellers

1
SAM
1
Southeastern Asset Management
Tennessee
$408M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$125M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$47.1M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$116M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
KT
351
Kanaly Trust
Texas
$51K +$10.9K +59 +27%
DVM
352
Dreman Value Management
Florida
$43K – – –
GT
353
Glenmede Trust
Pennsylvania
$40K – – –
WAM
354
Wealthspire Advisors (Maryland)
Maryland
$40K +$40K +220 New
GWM
355
Gupta Wealth Management
California
$32K – – –
BFEC
356
Benjamin F. Edwards & Company
Missouri
$27K – – –
Creative Planning
357
Creative Planning
Kansas
$27K +$2.36K +13 +10%
SAMC
358
Shinko Asset Management Company
Japan
$26K – – –
VFA
359
Virtus Fund Advisers
Connecticut
$24K – – –
CTC
360
Central Trust Company
Missouri
$22K – – –
GAM
361
Gemmer Asset Management
California
$22K – – –
Loomis, Sayles & Company
362
Loomis, Sayles & Company
Massachusetts
$18K -$10.8K -59 -38%
First Manhattan
363
First Manhattan
New York
$18K – – –
WA
364
WFG Advisors
Texas
$15K +$179 +1 +1%
WRM
365
Westport Resources Management
Connecticut
$14K – – –
Nuveen Asset Management
366
Nuveen Asset Management
Illinois
$13K +$330 +1,801 +3%
S
367
SignatureFD
Georgia
$13K +$5.34K +30 +70%
SMG
368
Spectrum Management Group
Indiana
$12K – – –
Manulife (Manufacturers Life Insurance)
369
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.3K -$393 -2,146 -4%
IWM
370
Integrated Wealth Management
California
$10K -$4.91K -27 -33%
PFBT
371
Parkside Financial Bank & Trust
Missouri
$10K – – –
NFG
372
Next Financial Group
Texas
$9K – – –
ZB
373
Zions Bancorporation
Utah
$9K – – –
FNBT
374
FineMark National Bank & Trust
Florida
$8K +$7.11K +40 +800%
PCM
375
Penserra Capital Management
California
$7K +$7K +36 New
13 14
15
16 17