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Everest Group
EG

Overview Fund Activity

441 hedge funds and large institutions have $10.8B invested in Everest Group in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 138 increasing their positions, 180 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
+5
Holders Change %
+1.15%
% of All Funds
8.71%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
53
Increased
138
Reduced
180
Closed
37
Calls
$70.8M
Puts
$11.3M
Net Calls
+$59.5M
Net Calls Change
+$91.3M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$159M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$82.7M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$75.9M
4
Franklin Resources
Franklin Resources
California
+$75.2M
5
Victory Capital Management
Victory Capital Management
Texas
+$64.7M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$92.1M
2
Boston Partners
Boston Partners
Massachusetts
-$64.4M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$46.5M
4
PI
PGGM Investments
Netherlands
-$31.7M
5
SI
Scout Investments
Missouri
-$27.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
376
Advisors Asset Management
Colorado
$78K -$128K -462 -62%
HB
377
Horizon Bancorp
Indiana
$77K +$77K +277 New
ADL
378
Asset Dedication LLC
California
$71K +$1.66K +6 +2%
OSNBOA
379
Old Second National Bank of Aurora
Illinois
$64K -$12.5K -45 -16%
CIA
380
CSat Investment Advisory
Michigan
$63K -$2.5K -9 -4%
CTC
381
Central Trust Company
Missouri
$58K -$9.76K -35 -14%
GDP
382
Great Diamond Partners
Maine
$58K +$58K +210 New
HNB
383
Huntington National Bank
Ohio
$55K -$1.65K -6 -3%
PMFA
384
Plante Moran Financial Advisors
Michigan
$50K -$3.61K -13 -7%
PI
385
PEAK6 Investments
Illinois
$45K +$45K +163 New
Fifth Third Bancorp
386
Fifth Third Bancorp
Ohio
$44K +$4.46K +16 +11%
OSAM
387
O'Shaughnessy Asset Management
Connecticut
$41K +$39.1K +142 +2,029%
Acadian Asset Management
388
Acadian Asset Management
Massachusetts
$40K – – –
APA
389
American Portfolios Advisors
New York
$38.5K +$30.2K +109 +363%
PA
390
Procyon Advisors
Connecticut
$35K +$35K +126 New
GLI
391
Guardian Life Insurance
New York
$33K – – –
ASN
392
Advisory Services Network
Georgia
$32K -$24.8K -90 -44%
FCA
393
FinTrust Capital Advisors
South Carolina
$32K – – –
SFS
394
Sowell Financial Services
Arkansas
$29K -$13.3K -48 -31%
BFEC
395
Benjamin F. Edwards & Company
Missouri
$28K – – –
First Manhattan
396
First Manhattan
New York
$27K – – –
ZB
397
Zions Bancorporation
Utah
$26K – – –
IA
398
IFP Advisors
Florida
$25K +$1.02K +4 +4%
HFM
399
Harvest Fund Management
China
$23K +$23K +84 New
IUHSA
400
Itau Unibanco Holding S.A.
Brazil
$22K +$22K +81 New
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