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Everest Group
EG

Overview Fund Activity

438 hedge funds and large institutions have $8.84B invested in Everest Group in 2018 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 151 increasing their positions, 172 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
-23
Holders Change %
-4.99%
% of All Funds
10.04%
Holding in Top 10
2
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-75%
% of All Funds
0.05%
New
52
Increased
151
Reduced
172
Closed
72
Calls
$27.5M
Puts
$19.1M
Net Calls
+$8.39M
Net Calls Change
+$3.11M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$125M
2
VVP
Vulcan Value Partners
Alabama
+$83.8M
3
Man Group
Man Group
United Kingdom
+$59.4M
4
Franklin Resources
Franklin Resources
California
+$56.4M
5
CIP
Champlain Investment Partners
Vermont
+$55.7M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$76.2M
2
GC
Guggenheim Capital
Illinois
-$41.7M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$34.7M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$33.8M
5
PAM
Panagora Asset Management
Massachusetts
-$33.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMG
401
Spectrum Management Group
Indiana
$21K – – –
QCG
402
Quadrant Capital Group
Ohio
$20K – – –
WAM
403
Wealthspire Advisors (Maryland)
Maryland
$18K +$2.77K +12 +18%
CIA
404
CSat Investment Advisory
Michigan
$18K +$18K +79 New
VEA
405
Virtus ETF Advisers
New York
$17K – – –
CTC
406
Central Trust Company
Missouri
$16K – – –
ClearBridge Investments
407
ClearBridge Investments
New York
$15K -$2.11K -9 -12%
EFSCE
408
Enterprise Financial Services Corp (EFSC)
Missouri
$15K – – –
CPA
409
Clear Perspective Advisors
Illinois
$13K – – –
Northwestern Mutual Wealth Management
410
Northwestern Mutual Wealth Management
Wisconsin
$13K +$897 +4 +7%
CF
411
Centaurus Financial
California
$13K +$13K +58 New
FHA
412
First Horizon Advisors
Tennessee
$11K +$3.08K +14 +39%
MSE
413
MUFG Securities EMEA
United Kingdom
$11K +$11K +46 New
PCG
414
Private Capital Group
Connecticut
$9K -$2.25K -10 -20%
AssetMark Inc
415
AssetMark Inc
California
$7K -$6.78K -31 -49%
JA
416
JOYN Advisors
Georgia
$7K +$3.73K +16 +114%
Qube Research & Technologies (QRT)
417
Qube Research & Technologies (QRT)
United Kingdom
$6K -$196K -881 -97%
AC
418
Avestar Capital
New York
$6K +$429 +2 +8%
WT
419
Washington Trust
Rhode Island
$6K +$6K +27 New
CWA
420
Clarus Wealth Advisors
Arizona
$5K +$5K +19 New
PCP
421
Proficio Capital Partners
Massachusetts
$4K -$500 -2 -11%
LWCFA
422
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K – – –
MFW
423
Mosaic Family Wealth
Missouri
$4K – – –
OWA
424
One Wealth Advisors
California
$4K – – –
OIA
425
Optimum Investment Advisors
Illinois
$4K +$4K +16 New
15 16
17
18 19