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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
ACM
401
Americafirst Capital Management
California
$77K +$24.4K +99 +49%
ADGIPS2
402
AmericaFirst Defensive Growth & Income Portfolio Series 2
California
$77K +$74.5K +302 New
OMCS
403
Old Mutual Customised Solutions
South Africa
$76K
EFSCE
404
Enterprise Financial Services Corp (EFSC)
Missouri
$74K
MIC
405
MU Investments Company
Japan
$54K -$22.2K -90 -30%
PCP
406
Proficio Capital Partners
Massachusetts
$54K -$8.89K -36 -15%
EMG
407
ETF Managers Group
New Jersey
$53K +$51.3K +208 New
Fifth Third Bancorp
408
Fifth Third Bancorp
Ohio
$51K -$12.1K -49 -20%
AIM
409
Advantage Investment Management
Iowa
$49K +$7.9K +32 +20%
PMFA
410
Plante Moran Financial Advisors
Michigan
$46K
DADC
411
D.A. Davidson & Co
Montana
$43K +$41.7K +169 New
Loomis, Sayles & Company
412
Loomis, Sayles & Company
Massachusetts
$40K -$803K -3,254 -95%
IUHSA
413
Itau Unibanco Holding S.A.
Brazil
$31K -$12.3K -50 -29%
GAM
414
Gemmer Asset Management
California
$31K
QCG
415
Quadrant Capital Group
Ohio
$28K
BFEC
416
Benjamin F. Edwards & Company
Missouri
$25K
First Manhattan
417
First Manhattan
New York
$25K
GLI
418
Guardian Life Insurance
New York
$23K +$22.7K +92 New
HCC
419
Hirtle Callaghan & Co
Pennsylvania
$22K -$5.43K -22 -20%
WA
420
WFG Advisors
Texas
$22K
UWPG
421
Ullmann Wealth Partners Group
Florida
$20K
WAM
422
Wealthspire Advisors (Maryland)
Maryland
$19K -$247 -1 -1%
NFG
423
Next Financial Group
Texas
$19K
SBL
424
Sargent Bickham Lagudis
Colorado
$18K
PWM
425
Perigon Wealth Management
California
$13K