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Everest Group
EG

Overview Fund Activity

439 hedge funds and large institutions have $8.88B invested in Everest Group in 2017 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 159 increasing their positions, 160 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+4
Holders Change %
+0.92%
% of All Funds
10.96%
Holding in Top 10
1
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-85.71%
% of All Funds
0.02%
New
67
Increased
159
Reduced
160
Closed
56
Calls
$25.5M
Puts
$111M
Net Calls
-$86M
Net Calls Change
-$90.1M

Top Buyers

1
Invesco
Invesco
Georgia
+$84.8M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$81.2M
3
APG Asset Management
APG Asset Management
Netherlands
+$71.6M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$45.8M
5
BlackRock
BlackRock
New York
+$41.6M

Top Sellers

1
SAM
Southeastern Asset Management
Tennessee
-$166M
2
AL
AJO LP
Pennsylvania
-$117M
3
Principal Financial Group
Principal Financial Group
Iowa
-$63.3M
4
American Century Companies
American Century Companies
Missouri
-$49.8M
5
NI
Numeric Investors
Massachusetts
-$36.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
426
Perigon Wealth Management
California
$11K – – –
ZB
427
Zions Bancorporation
Utah
$11K +$8.25K +36 +300%
OSAM
428
O'Shaughnessy Asset Management
Connecticut
$10K +$7.86K +33 +367%
PCP
429
Proficio Capital Partners
Massachusetts
$9K -$38.3K -166 -81%
ASN
430
Advisory Services Network
Georgia
$8K – – –
Carson Wealth (CWM LLC)
431
Carson Wealth (CWM LLC)
Nebraska
$5K +$1.82K +8 +57%
MFW
432
Mosaic Family Wealth
Missouri
$4K – – –
LWCFA
433
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K +$4K +16 New
FMII
434
Farmers & Merchants Investments Inc
Nebraska
$3K +$3K +15 New
SIM
435
Sonora Investment Management
Arizona
$2.28K +$2.28K +10 New
CAW
436
Cornerstone Advisors (Washington)
Washington
$2K – – –
VNA
437
Valley National Advisers
Pennsylvania
$1K – – –
SAM
438
Southeastern Asset Management
Tennessee
– -$166M -653,772 Closed
MPM
439
Meritage Portfolio Management
Kansas
– -$7.44M -29,240 Closed
WI
440
WBI Investments
New Jersey
– -$3.26M -12,801 Closed
NAM
441
NorthCoast Asset Management
Connecticut
– -$3.2M -12,562 Closed
KWILP
442
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$2.38M -9,329 Closed
NEI
443
Northwest & Ethical Investments
Ontario, Canada
– -$2.22M -8,733 Closed
EAM
444
Eagle Asset Management
Florida
– -$2.14M -8,400 Closed
CMBA
445
C.M. Bidwell & Associates
Hawaii
– -$2.06M -8,085 Closed
CIP
446
Convergence Investment Partners
Florida
– -$1.94M -7,624 Closed
QC
447
Quadrature Capital
United Kingdom
– -$1.92M -7,541 Closed
HW
448
Hancock Whitney
Mississippi
– -$1.51M -5,939 Closed
Point72 Asset Management
449
Point72 Asset Management
Connecticut
– -$1.43M -5,600 Closed
WCM
450
Wedge Capital Management
North Carolina
– -$1.35M -5,299 Closed
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