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Everest Group
EG

Overview Fund Activity

341 hedge funds and large institutions have $6.91B invested in Everest Group in 2014 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 105 increasing their positions, 153 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
-25
Holders Change %
-6.83%
% of All Funds
9.9%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
18
Increased
105
Reduced
153
Closed
42
Calls
$4.46M
Puts
$8.96M
Net Calls
-$4.5M
Net Calls Change
-$1.12M

Top Buyers

1
SOMRS
1
State of Michigan Retirement System
Michigan
$213M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$78M
3
VVP
3
Vulcan Value Partners
Alabama
$300M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$140M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$72.8M

Top Sellers

1
SAM
1
Southeastern Asset Management
Tennessee
$584M
2
Norges Bank
2
Norges Bank
Norway
$75.6M
3
O
3
OppenheimerFunds
New York
$4.95M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$73.3M
5
NI
5
Numeric Investors
Massachusetts
$7.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
WG
26
Winton Group
United Kingdom
$73.4M +$6.76M +41,753 +10%
Lord, Abbett & Co
27
Lord, Abbett & Co
New Jersey
$73.3M -$36.8M -227,080 -33%
Principal Financial Group
28
Principal Financial Group
Iowa
$72.8M +$24.6M +151,734 +51%
DSC
29
Donald Smith & Co
New York
$69.6M -$34.5K -213 -0%
TCIM
30
TIAA CREF Investment Management
New York
$57.3M -$1.04M -6,415 -2%
BG
31
BlackRock Group
United Kingdom
$54M +$1.76M +10,855 +3%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$52.9M -$18.2M -112,633 -26%
Invesco
33
Invesco
Georgia
$49.5M -$7.83M -48,315 -14%
UBS AM
34
UBS AM
Illinois
$44.4M -$2.95M -18,212 -6%
SCP
35
Seizert Capital Partners
Michigan
$44.2M -$20.3M -125,355 -31%
Geode Capital Management
36
Geode Capital Management
Massachusetts
$39.4M +$178K +1,098 +0.5%
RFC
37
Russell Frank Company
Washington
$37.2M -$15.8M -97,822 -30%
JHIU
38
Janus Henderson Investors US
Colorado
$37.1M -$2.25M -13,900 -6%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$34.2M +$178K +1,100 +0.5%
Legal & General Group
40
Legal & General Group
United Kingdom
$33.9M -$767K -4,734 -2%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$33.4M -$8.63M -53,265 -21%
Lazard Asset Management
42
Lazard Asset Management
New York
$31.7M +$1.46M +9,015 +5%
TA
43
Teachers Advisors
New York
$30.7M +$120K +741 +0.4%
Robeco Institutional Asset Management
44
Robeco Institutional Asset Management
Netherlands
$29.1M +$1.87M +11,533 +7%
OSAM
45
O'Shaughnessy Asset Management
Connecticut
$28.1M +$1.39M +8,574 +5%
TD Asset Management
46
TD Asset Management
Ontario, Canada
$27.8M -$32.4K -200 -0.1%
STC
47
SEI Trust Company
Pennsylvania
$26.9M -$933K -5,756 -3%
PPA
48
Parametric Portfolio Associates
Washington
$26.7M -$38.4K -237 -0.1%
MTB
49
Mizuho Trust & Banking
Japan
$25.3M -$1.29M -8,064 -5%
VRS
50
Virginia Retirement Systems
Virginia
$24.9M +$742K +4,582 +3%
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