We are live on ! Find out more
EG icon

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: 387436 (+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: 77 (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
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
26
UBS AM
Illinois
$87.7M -$912K -3,694 -1%
DSC
27
Donald Smith & Co
New York
$86.9M -$18.8K -76 -0%
PPA
28
Parametric Portfolio Associates
Washington
$86.2M -$1.36M -5,528 -2%
AG
29
Aperio Group
California
$80.1M +$4.09M +16,557 +6%
Schroder Investment Management Group
30
Schroder Investment Management Group
United Kingdom
$77.6M -$31.7M -128,377 -30%
Morgan Stanley
31
Morgan Stanley
New York
$76.5M -$2.85M -11,531 -4%
SEI Investments
32
SEI Investments
Pennsylvania
$76.5M +$28M +113,415 +61%
Skandinaviska Enskilda Banken (SEB)
33
Skandinaviska Enskilda Banken (SEB)
Sweden
$74.6M +$370K +1,500 +0.5%
TD Asset Management
34
TD Asset Management
Ontario, Canada
$71.7M -$6.12M -24,791 -8%
American Century Companies
35
American Century Companies
Missouri
$71.7M +$45.6M +184,576 +190%
Legal & General Group
36
Legal & General Group
United Kingdom
$67.2M +$2.27M +9,188 +4%
Bank of America
37
Bank of America
North Carolina
$65M +$40.1M +162,498 +175%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$60.8M +$1.06M +4,282 +2%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$58.4M -$11.3M -45,619 -17%
DSA
40
Davis Selected Advisers
Arizona
$58.3M +$126K +511 +0.2%
Prudential Financial
41
Prudential Financial
New Jersey
$58.3M -$649K -2,631 -1%
Renaissance Technologies
42
Renaissance Technologies
New York
$57M +$12.1M +49,100 +28%
BCM
43
Bridgeway Capital Management
Texas
$52.6M +$1.21M +4,900 +2%
Russell Investments Group
44
Russell Investments Group
United Kingdom
$50.4M -$10.5M -42,637 -18%
GC
45
Guggenheim Capital
Illinois
$49.5M +$34.5M +139,763 +255%
HSBC Holdings
46
HSBC Holdings
United Kingdom
$48.3M +$2.82M +11,435 +6%
TA
47
Teachers Advisors
New York
$47.4M +$230K +933 +0.5%
Invesco
48
Invesco
Georgia
$46.8M +$7.41M +30,008 +20%
NI
49
Numeric Investors
Massachusetts
$44.6M -$45.1M -182,550 -51%
SCP
50
Seizert Capital Partners
Michigan
$42.4M -$2.56M -10,373 -6%