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Everest Group
EG

Overview Fund Activity

376 hedge funds and large institutions have $7.12B invested in Everest Group in 2016 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 115 increasing their positions, 165 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
-11
Holders Change %
-2.84%
% of All Funds
10.05%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
28
Increased
115
Reduced
165
Closed
37
Calls
$5.23M
Puts
$5.95M
Net Calls
-$715K
Net Calls Change
+$2.18M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$254M
2
NI
Numeric Investors
Massachusetts
$51.7M
3
VVP
Vulcan Value Partners
Alabama
$393M
4
CC
Carlson Capital
Texas
$17.5M
5
Charles Schwab
Charles Schwab
California
$39.8M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$115M
2
AL
AJO LP
Pennsylvania
$138M
3
SAM
Southeastern Asset Management
Tennessee
$213M
4
Millennium Management
Millennium Management
New York
$1.36M
5
JHIU
Janus Henderson Investors US
Colorado
$38.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIC
351
Woodmont Investment Counsel
Tennessee
$22K +$22K +114 New
SAMC
352
Shinko Asset Management Company
Japan
$21K – – –
BFEC
353
Benjamin F. Edwards & Company
Missouri
$19K – – –
First Manhattan
354
First Manhattan
New York
$18K – – –
CG
355
Cutler Group
California
$18K +$18K +100 New
WA
356
WFG Advisors
Texas
$16K -$188 -1 -1%
VOYA Investment Management
357
VOYA Investment Management
Georgia
$15.7K +$78 +409 +0.5%
PCM
358
Penserra Capital Management
California
$15K +$5.93K +32 +65%
NFG
359
Next Financial Group
Texas
$14K – – –
WAM
360
Wealthspire Advisors (Maryland)
Maryland
$13K -$4.39K -24 -25%
QCG
361
Quadrant Capital Group
Ohio
$11K +$8.17K +52 +289%
IWM
362
Integrated Wealth Management
California
$10K – – –
ZB
363
Zions Bancorporation
Utah
$9K – – –
PWM
364
Perigon Wealth Management
California
$9K +$9K +50 New
OSAM
365
O'Shaughnessy Asset Management
Connecticut
$7K -$527K -2,786 -99%
Loomis, Sayles & Company
366
Loomis, Sayles & Company
Massachusetts
$7K – – –
TF
367
Tompkins Financial
New York
$5K – – –
DPA
368
Delphi Private Advisors
California
$5K – – –
EWM
369
Elite Wealth Management
Washington
$3K +$3K +14 New
CAW
370
Cornerstone Advisors (Washington)
Washington
$2K – – –
MFW
371
Mosaic Family Wealth
Missouri
$1K -$4K -12 -80%
VNA
372
Valley National Advisers
Pennsylvania
$1K – – –
FNBT
373
FineMark National Bank & Trust
Florida
$1K – – –
WTB
374
Washington Trust Bank
Washington
$1K +$1K +6 New
SBL
375
Sargent Bickham Lagudis
Colorado
$14 – – –
13 14
15
16 17