EG icon

Everest Group
EG

Overview Fund Activity

392 hedge funds and large institutions have $7.42B invested in Everest Group in 2015 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 140 increasing their positions, 147 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
392
Holders Change
+21
Holders Change %
+5.66%
% of All Funds
10.46%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
44
Increased
140
Reduced
147
Closed
19
Calls
$4.23M
Puts
$9.4M
Net Calls
-$5.17M
Net Calls Change
+$1.98M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$232M
2
WG
Winton Group
United Kingdom
$69M
3
Morgan Stanley
Morgan Stanley
New York
$43M
4
Vanguard Group
Vanguard Group
Pennsylvania
$464M
5
Prudential Financial
Prudential Financial
New Jersey
$25.6M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$18.6M
2
SAM
Southeastern Asset Management
Tennessee
$579M
3
SOMRS
State of Michigan Retirement System
Michigan
$212M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$76.2M
5
JIM
Jupiter Investment Management
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
S
376
SignatureFD
Georgia
$7K +$977 +6 +16%
W
377
Wealthfront
California
$6K +$5.81K +31 +3,100%
TF
378
Tompkins Financial
New York
$5K +$5K +27 New
TI
379
Turner Investments
Pennsylvania
$3K – – –
DBT
380
Dubuque Bank & Trust
Iowa
$3K – – –
AH
381
Achievement Holdings
Illinois
$2.7K +$1.13K +6,500 +72%
CIM
382
Cambria Investment Management
California
$2.62K +$128 +735 +5%
NI
383
NFC Investments
Tennessee
$2.09K – – –
CAW
384
Cornerstone Advisors (Washington)
Washington
$2K – – –
MFS
385
MSI Financial Services
Massachusetts
$1K -$6.14K -43 -86%
SF
386
Synovus Financial
Georgia
$1K – – –
FNBT
387
FineMark National Bank & Trust
Florida
$1K – – –
LWA
388
Lenox Wealth Advisors
New York
$1K – – –
TIM
389
Tortoise Investment Management
New York
$1K – – –
PG
390
PEAK6 Group
Illinois
$1K +$1K +8 New
ACS
391
Archford Capital Strategies
Illinois
$522 – – –
AT
392
Arden Trust
Delaware
$229 +$229 +1,316 New
JIM
393
Jupiter Investment Management
United Kingdom
– -$22.1M -129,513 Closed
TSBJ
394
Trevor, Stewart, Burton & Jacobsen
New York
– -$3.75M -84,075 Closed
KA
395
Kerrisdale Advisers
Florida
– -$5.99M -35,192 Closed
SM
396
Southport Management
Wyoming
– -$2.87M -16,870 Closed
RA
397
Royce & Associates
New York
– -$2.37M -13,900 Closed
CIP
398
Convergence Investment Partners
Florida
– -$1.64M -9,609 Closed
ERSOT
399
Employees Retirement System of Texas
Texas
– -$1.19M -7,000 Closed
CSS
400
Cubist Systematic Strategies
Connecticut
– -$1.13M -6,611 Closed
13 14 15
16
17