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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: 387 → 436 (+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: 7 → 7 (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
Top Buyers
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$174M |
| 2 |
State Street
Boston,
Massachusetts
|
+$111M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
+$86.8M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
+$84M |
| 5 |
Goldman Sachs
New York
|
+$46.6M |
Top Sellers
| 1 |
BlackRock
New York
|
-$205M |
| 2 |
JP Morgan Chase
New York
|
-$50.4M |
| 3 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$45.1M |
| 4 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
-$42.2M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
-$36M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFS
451
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$714K | -2,882 | Closed |
|
|
PI
452
PineBridge Investments
New York
| – | -$554K | -2,369 | Closed |
|
|
HHC
453
Hutchin Hill Capital
New York
| – | -$538K | -2,300 | Closed |
|
|
CA
454
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
| – | -$429K | -1,833 | Closed |
|
455
Tudor Investment Corp
Stamford,
Connecticut
| – | -$302K | -1,293 | Closed |
|
|
HPC
456
HM Payson & Co
Portland,
Maine
| – | -$257K | -1,100 | Closed |
|
|
JWA
457
JFS Wealth Advisors
Hermitage,
Pennsylvania
| – | -$220K | -1,017 | Closed |
|
|
CWA
458
Cypress Wealth Advisors
San Francisco,
California
| – | -$208K | -888 | Closed |
|
|
TMAM
459
Tokio Marine Asset Management
Tokyo,
Japan
| – | -$204K | -872 | Closed |
|
|
AII
460
AGF Investments Inc
Toronto,
Ontario, Canada
| – | -$33K | -140 | Closed |
|
|
ST
461
Somerset Trust
Somerset,
Pennsylvania
| – | -$3K | -13 | Closed |
|
|
ACS
462
Archford Capital Strategies
Swansea,
Illinois
| – | -$1K | -3 | Closed |
|