We are live on ! Find out more
EG icon

Everest Group

377 hedge funds and large institutions have $7.13B invested in Everest Group in 2016 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 115 increasing their positions, 165 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% less capital invested

Capital invested by funds: $7.16B → $7.13B (-$30.2M)

2.42% less ownership

Funds ownership: 92.61%90.18% (-2.4%)

3% less funds holding

Funds holding: 387377 (-10)

12% less call options, than puts

Call options by funds: $5.23M | Put options by funds: $5.95M

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

22% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 37

30% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 165

Holders
377
Holders Change
-10
Holders Change %
-2.58%
% of All Funds
10.06%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
29
Increased
115
Reduced
165
Closed
37
Calls
$5.23M
Puts
$5.95M
Net Calls
-$715K
Net Calls Change
+$2.17M
Name Holding Trade Value Shares
Change
Change in
Stake
KT
351
Kanaly Trust
Texas
$22K -$26.7K -142 -55%
WIC
352
Woodmont Investment Counsel
Tennessee
$22K +$21.4K +114 New
SAMC
353
Shinko Asset Management Company
Japan
$21K
BFEC
354
Benjamin F. Edwards & Company
Missouri
$19K
First Manhattan
355
First Manhattan
New York
$18K
CG
356
Cutler Group
California
$18K +$18.8K +100 New
WA
357
WFG Advisors
Texas
$16K -$188 -1 -1%
VOYA Investment Management
358
VOYA Investment Management
Georgia
$15.7K +$76.9K +409 +0.5%
PCM
359
Penserra Capital Management
California
$15K +$6.02K +32 +65%
NFG
360
Next Financial Group
Texas
$14K
WAM
361
Wealthspire Advisors (Maryland)
Maryland
$13K -$4.51K -24 -25%
QCG
362
Quadrant Capital Group
Ohio
$11K +$9.78K +52 +289%
IWMPD
363
Integrated Wealth Management (Palm Desert)
California
$10K
ZB
364
Zions Bancorporation
Utah
$9K
PWM
365
Perigon Wealth Management
California
$9K +$9.4K +50 New
OSAM
366
O'Shaughnessy Asset Management
Connecticut
$7K -$524K -2,786 -99%
Loomis, Sayles & Company
367
Loomis, Sayles & Company
Massachusetts
$7K
DPA
368
Delphi Private Advisors
California
$5K
TF
369
Tompkins Financial
New York
$5K
EWM
370
Elite Wealth Management
Washington
$3K +$2.63K +14 New
CAW
371
Cornerstone Advisors (Washington)
Washington
$2K
MFW
372
Mosaic Family Wealth
Missouri
$1K -$2.26K -12 -80%
FNBT
373
FineMark National Bank & Trust
Florida
$1K
VNA
374
Valley National Advisers
Pennsylvania
$1K
WTB
375
Washington Trust Bank
Washington
$1K +$1.13K +6 New