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Everest Group

436 hedge funds and large institutions have $9.79B invested in Everest Group in 2017 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 132 increasing their positions, 174 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 26

87% more call options, than puts

Call options by funds: $9.03M | Put options by funds: $4.84M

13% more funds holding

Funds holding: 387436 (+49)

11% more capital invested

Capital invested by funds: $8.83B → $9.79B (+$965M)

1.21% more ownership

Funds ownership: 92.45%93.67% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

24% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 174

Holders
436
Holders Change
+49
Holders Change %
+12.66%
% of All Funds
10.87%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
77
Increased
132
Reduced
174
Closed
26
Calls
$9.03M
Puts
$4.84M
Net Calls
+$4.19M
Net Calls Change
+$5.66M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
376
Profund Advisors
Maryland
$218K -$1.54M -6,258 -88%
EGA
377
Eagle Global Advisors
Texas
$218K +$211K +855 New
BFM
378
Boothbay Fund Management
New York
$217K +$210K +851 New
CCA
379
Checchi Capital Advisers
California
$215K +$208K +844 New
SS
380
Simplicity Solutions
Minnesota
$205K +$199K +806 New
DC
381
Davenport & Co
Virginia
$204K +$197K +800 New
ECM
382
ETrade Capital Management
Virginia
$201K +$195K +790 New
S
383
SignatureFD
Georgia
$200K +$194K +787 New
AssetMark Inc
384
AssetMark Inc
California
$173K +$17.8K +72 +12%
IA
385
IFP Advisors
Florida
$167K +$36.5K +148 +29%
HR
386
Howe & Rusling
New York
$165K
Pacer Advisors
387
Pacer Advisors
Pennsylvania
$160K +$155K +627 New
VIA
388
Virtus Investment Advisers
Connecticut
$156K +$152K +614 New
DSI
389
Daiwa SB Investments
Japan
$155K -$37K -150 -20%
ST
390
Smithfield Trust
Pennsylvania
$154K
Fuller & Thaler Asset Management
391
Fuller & Thaler Asset Management
California
$153K
WT
392
Whittier Trust
California
$136K
DZ Bank
393
DZ Bank
Germany
$130K +$126K +509 New
HSA
394
Hussman Strategic Advisors
Maryland
$127K -$24.7K -100 -17%
FWM
395
Focused Wealth Management
New York
$127K
PCTC
396
Perkins Coie Trust Company
Washington
$127K
AIM
397
Acrospire Investment Management
Illinois
$127K +$49.4K +200 +67%
OFW
398
Omnia Family Wealth
Florida
$120K
VCM
399
Versant Capital Management
Arizona
$105K
Creative Planning
400
Creative Planning
Kansas
$78K +$5.92K +24 +9%