We are live on
!
Find out more
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: 387 → 377 (-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: 5 → 4 (-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
Top Buyers
| 1 |
JP Morgan Chase
New York
|
+$69.5M |
| 2 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$29.8M |
| 3 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$20.6M |
| 4 |
CC
Carlson Capital
Dallas,
Texas
|
+$17.4M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$17.2M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FRM
401
Fox Run Management
Greenwich,
Connecticut
| – | -$420K | -2,300 | Closed |
|
|
HCM
402
Hollencrest Capital Management
Newport Beach,
California
| – | -$374K | -2,047 | Closed |
|
|
TC
403
TFS Capital
West Chester,
Pennsylvania
| – | -$355K | -1,944 | Closed |
|
|
AT
404
Arden Trust
Wilmington,
Delaware
| – | -$253 | -1,387 | Closed |
|
|
OAM
405
Orinda Asset Management
Lafayette,
California
| – | -$181K | -915 | Closed |
|
|
OMCS
406
Old Mutual Customised Solutions
Pinelands,
South Africa
| – | -$146K | -800 | Closed |
|
|
CCA
407
Checchi Capital Advisers
Beverly Hills,
California
| – | -$113K | -619 | Closed |
|
408
Pacer Advisors
Malvern,
Pennsylvania
| – | -$104K | -568 | Closed |
|
|
AIM
409
Assured Investment Management
New York
| – | -$73K | -400 | Closed |
|
|
EWM
410
Evercore Wealth Management
New York
| – | -$40K | -217 | Closed |
|
|
DADC
411
D.A. Davidson & Co
Great Falls,
Montana
| – | -$17K | -97 | Closed |
|
|
WP
412
WealthPLAN Partners
Omaha,
Nebraska
| – | -$17 | -95 | Closed |
|
413
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$2K | -9 | Closed |
|