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Everest Group
EG

Overview Fund Activity

443 hedge funds and large institutions have $9.37B invested in Everest Group in 2019 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 140 increasing their positions, 174 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
Holders Change
+24
Holders Change %
+5.73%
% of All Funds
9.64%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
65
Increased
140
Reduced
174
Closed
37
Calls
$16.5M
Puts
$11.8M
Net Calls
+$4.75M
Net Calls Change
-$16.7M

Top Buyers

1
BlackRock
BlackRock
New York
+$137M
2
Invesco
Invesco
Georgia
+$99.2M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$93.5M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$61.1M
5
Citadel Advisors
Citadel Advisors
Florida
+$49.4M

Top Sellers

1
SOMRS
State of Michigan Retirement System
Michigan
-$122M
2
NI
Nuance Investments
Missouri
-$70.8M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$66.1M
4
LSV Asset Management
LSV Asset Management
Illinois
-$64.9M
5
VVP
Vulcan Value Partners
Alabama
-$46.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
401
Central Trust Company
Missouri
$22K +$6.47K +25 +42%
RCAG
402
Rehmann Capital Advisory Group
Michigan
$21.4K – – –
GAM
403
Gemmer Asset Management
California
$19K – – –
VEA
404
Virtus ETF Advisers
New York
$18K – – –
AIM
405
Advantage Investment Management
Iowa
$18K – – –
EFSCE
406
Enterprise Financial Services Corp (EFSC)
Missouri
$17K – – –
Rockefeller Capital Management
407
Rockefeller Capital Management
New York
$15K -$6.64K -27 -31%
TC
408
Truvestments Capital
Florida
$15K – – –
FHA
409
First Horizon Advisors
Tennessee
$10K – – –
SPIA
410
Steward Partners Investment Advisory
New York
$10K +$10K +42 New
PCG
411
Private Capital Group
Connecticut
$9K +$5.63K +25 +167%
Fidelity International
412
Fidelity International
Bermuda
$8K +$1.03K +4 +15%
APA
413
American Portfolios Advisors
New York
$7.47K – – –
FPS
414
Fieldpoint Private Securities
Connecticut
$5K +$5K +19 New
FMII
415
Farmers & Merchants Investments Inc
Nebraska
$4K +$222 +1 +6%
FRA
416
Front Row Advisors
California
$4K +$1.75K +7 +78%
CI
417
CX Institutional
Indiana
$4K +$2.22K +10 +125%
RIA
418
Realta Investment Advisors
Delaware
$4K +$3.11K +14 +350%
NCM
419
Next Capital Management
New York
$4K +$4K +17 New
PCP
420
Proficio Capital Partners
Massachusetts
$3K -$2.5K -10 -45%
HR
421
Howe & Rusling
New York
$3K -$750 -3 -20%
TA
422
TCG Advisors
Texas
$3K – – –
VFA
423
Valeo Financial Advisors
Indiana
$3K – – –
CAW
424
Cornerstone Advisors (Washington)
Washington
$3K +$692 +3 +30%
TWA
425
TCI Wealth Advisors
Arizona
$3K +$1.64K +6 +120%
15 16
17
18 19