EG icon

Everest Group
EG

Overview Fund Activity

436 hedge funds and large institutions have $8.38B invested in Everest Group in 2017 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 127 increasing their positions, 187 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
-3
Holders Change %
-0.68%
% of All Funds
9.9%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
72
Increased
127
Reduced
187
Closed
73
Calls
$15.8M
Puts
$37.7M
Net Calls
-$21.9M
Net Calls Change
+$64M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$385M
2
Citadel Advisors
Citadel Advisors
Florida
$157M
3
AllianceBernstein
AllianceBernstein
Tennessee
$106M
4
CIP
Champlain Investment Partners
Vermont
$80M
5
Vanguard Group
Vanguard Group
Pennsylvania
$914M

Top Sellers

1
APG Asset Management
APG Asset Management
Netherlands
$3.74M
2
Invesco
Invesco
Georgia
$30.4M
3
Wells Fargo
Wells Fargo
California
$66M
4
Goldman Sachs
Goldman Sachs
New York
$134M
5
AQR Capital Management
AQR Capital Management
Connecticut
$335M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPA
26
Parametric Portfolio Associates
Washington
$69M -$3.82M -17,276 -5%
Wells Fargo
27
Wells Fargo
California
$66M -$59.8M -270,127 -48%
TD Asset Management
28
TD Asset Management
Ontario, Canada
$62M -$5.47M -24,700 -8%
Legal & General Group
29
Legal & General Group
United Kingdom
$61.4M -$3.36M -15,165 -5%
Los Angeles Capital Management
30
Los Angeles Capital Management
California
$56M +$16.6M +75,031 +42%
Skandinaviska Enskilda Banken (SEB)
31
Skandinaviska Enskilda Banken (SEB)
Sweden
$52.8M -$12.5M -56,600 -19%
Charles Schwab
32
Charles Schwab
California
$52.5M -$50.5M -228,051 -49%
DSA
33
Davis Selected Advisers
Arizona
$52M +$952K +4,301 +2%
Morgan Stanley
34
Morgan Stanley
New York
$51.6M -$49.8M -225,054 -49%
GC
35
Guggenheim Capital
Illinois
$51.4M +$8.87M +40,068 +21%
First Trust Advisors
36
First Trust Advisors
Illinois
$50.5M +$4.67M +21,099 +10%
BCM
37
Bridgeway Capital Management
Texas
$46.2M +$885K +4,000 +2%
UBS AM
38
UBS AM
Illinois
$45.2M -$31.7M -143,215 -41%
WRF
39
Waddell & Reed Financial
Kansas
$45.1M +$45.1M +203,900 New
AG
40
Aperio Group
California
$42.4M -$15.2M -68,544 -26%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$42.4M +$105K +474 +0.2%
SEI Investments
42
SEI Investments
Pennsylvania
$41.2M +$5.99M +27,087 +17%
NI
43
Nuance Investments
Missouri
$38.2M +$38.2M +172,818 New
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$34.1M -$14.4M -65,192 -30%
MAM
45
Martingale Asset Management
Massachusetts
$34M -$655K -2,962 -2%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$33.5M +$2.05M +9,247 +7%
Swiss National Bank
47
Swiss National Bank
Switzerland
$33.4M – – –
PI
48
PGGM Investments
Netherlands
$33.2M +$5.13M +23,199 +18%
WHG
49
Westwood Holdings Group
Texas
$32.7M +$32.7M +147,700 New
TA
50
Teachers Advisors
New York
$32.4M -$6.63M -29,956 -17%
1
2
3 4 5