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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 %
TFO
426
Tarbox Family Office
California
$3K +$3K +12 New
SQA
427
Simon Quick Advisors
New Jersey
$2.97K +$2.97K +12 New
OSAM
428
O'Shaughnessy Asset Management
Connecticut
$2K +$571 +2 +40%
PFGIA
429
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$2K -4 -67%
IRC
430
Investors Research Corp
Georgia
$1K – – –
LC
431
Lindbrook Capital
California
$1K – – –
DWM
432
Destination Wealth Management
California
$1K – – –
TNBTD
433
Trustmark National Bank Trust Department
Mississippi
$1K – – –
AF
434
Advisornet Financial
Minnesota
$1K – – –
CFA
435
Carroll Financial Associates
North Carolina
$1K – – –
GWS
436
Glassman Wealth Services
Virginia
$1K +$167 +1 +20%
BC
437
Bartlett & Co
Ohio
$1K +$1K +3 New
BBHC
438
Brown Brothers Harriman & Co
New York
$1K +$1K +3 New
CFB
439
Cullen/Frost Bankers
Texas
$1K +$750 +3 +300%
BCA
440
Berman Capital Advisors
Georgia
$1K +$1K +6 New
PW
441
Price Wealth
Texas
$1K +$1K +6 New
BCWM
442
Bartlett & Co Wealth Management
Ohio
$742 +$742 +3 New
GT
443
Glenmede Trust
Pennsylvania
$121 – – –
EIP
444
Epoch Investment Partners
New York
– -$24.1M -111,368 Closed
H
445
Hexavest
Quebec, Canada
– -$12.2M -56,422 Closed
BGIM
446
Boussard & Gavaudan Investment Management
United Kingdom
– -$12M -55,925 Closed
MSE
447
MUFG Securities EMEA
United Kingdom
– -$4.35M -20,139 Closed
TEE
448
Tibra Equities Europe
United Kingdom
– -$3.87M -17,900 Closed
JG
449
Jefferies Group
New York
– -$3.56M -16,500 Closed
Royal London Asset Management
450
Royal London Asset Management
United Kingdom
– -$3.46M -16,036 Closed
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