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Everest Group
EG

Overview Fund Activity

436 hedge funds and large institutions have $8.38B invested in Everest Group in 2017 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 127 increasing their positions, 187 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
-3
Holders Change %
-0.68%
% of All Funds
9.9%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
72
Increased
127
Reduced
187
Closed
73
Calls
$15.8M
Puts
$37.7M
Net Calls
-$21.9M
Net Calls Change
+$64M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$385M
2
Citadel Advisors
Citadel Advisors
Florida
+$153M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$88.1M
4
CIP
Champlain Investment Partners
Vermont
+$80M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$58M

Top Sellers

1
APG Asset Management
APG Asset Management
Netherlands
-$187M
2
Invesco
Invesco
Georgia
-$92.5M
3
Wells Fargo
Wells Fargo
California
-$59.8M
4
Goldman Sachs
Goldman Sachs
New York
-$53.5M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$53.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIA
376
Virtus Investment Advisers
Connecticut
$143K +$19.5K +88 +16%
AssetMark Inc
377
AssetMark Inc
California
$140K -$263K -1,186 -65%
ST
378
Smithfield Trust
Pennsylvania
$139K +$4.89K +22 +4%
C
379
Cerebellum
California
$133K +$133K +600 New
RIM
380
Rampart Investment Management
Connecticut
$124K +$11.8K +53 +10%
WT
381
Whittier Trust
California
$118K – – –
PCTC
382
Perkins Coie Trust Company
Washington
$111K – – –
FWM
383
Focused Wealth Management
New York
$111K +$111K +500 New
TAM
384
Tiverton Asset Management
Delaware
$105K +$105K +473 New
IA
385
IFP Advisors
Florida
$103K -$1.99K -9 -2%
AG
386
Advisor Group
Arizona
$98K +$2.44K +11 +3%
VCM
387
Versant Capital Management
Arizona
$89K – – –
OFW
388
Omnia Family Wealth
Florida
$74K -$30.1K -136 -29%
VFA
389
Valeo Financial Advisors
Indiana
$66K -$66K -300 -50%
OMCS
390
Old Mutual Customised Solutions
South Africa
$66K – – –
EMG
391
ETF Managers Group
New Jersey
$57K +$7.83K +36 +16%
HIM
392
Hillsdale Investment Management
Ontario, Canada
$53K – – –
II
393
Inspire Investing
Idaho
$51K +$51K +232 New
BFEC
394
Benjamin F. Edwards & Company
Missouri
$50K +$27.8K +125 +125%
PMFA
395
Plante Moran Financial Advisors
Michigan
$40K – – –
SPI
396
Santori & Peters Inc
Pennsylvania
$38K +$38K +162 New
Acadian Asset Management
397
Acadian Asset Management
Massachusetts
$32K -$346K -1,557 -92%
GLI
398
Guardian Life Insurance
New York
$29K +$8.94K +41 +45%
GAM
399
Gemmer Asset Management
California
$27K – – –
LFA
400
Legacy Financial Advisors
Kentucky
$26K +$26K +119 New
14 15
16
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