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Everest Group

377 hedge funds and large institutions have $7.13B invested in Everest Group in 2016 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 115 increasing their positions, 165 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% less capital invested

Capital invested by funds: $7.16B → $7.13B (-$30.2M)

2.42% less ownership

Funds ownership: 92.61%90.18% (-2.4%)

3% less funds holding

Funds holding: 387377 (-10)

12% less call options, than puts

Call options by funds: $5.23M | Put options by funds: $5.95M

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

22% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 37

30% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 165

Holders
377
Holders Change
-10
Holders Change %
-2.58%
% of All Funds
10.06%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
29
Increased
115
Reduced
165
Closed
37
Calls
$5.23M
Puts
$5.95M
Net Calls
-$715K
Net Calls Change
+$2.17M
Name Holding Trade Value Shares
Change
Change in
Stake
VRS
51
Virginia Retirement Systems
Virginia
$30.2M
Morgan Stanley
52
Morgan Stanley
New York
$29.4M -$23.7M -126,167 -45%
Mitsubishi UFJ Trust & Banking
53
Mitsubishi UFJ Trust & Banking
Japan
$27.4M +$1.04M +5,541 +4%
MTB
54
Mizuho Trust & Banking
Japan
$27.2M -$29.3K -156 -0.1%
Grantham, Mayo, Van Otterloo & Co (GMO)
55
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$27.2M -$17.8M -94,920 -40%
MAM
56
Martingale Asset Management
Massachusetts
$26.9M -$404K -2,150 -1%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$26.9M -$1.84M -9,800 -6%
Ameriprise
58
Ameriprise
Minnesota
$25.9M -$5.38M -28,623 -17%
Canada Life
59
Canada Life
Manitoba, Canada
$25M -$3.21M -17,049 -11%
Los Angeles Capital Management
60
Los Angeles Capital Management
California
$24.9M -$10.1M -53,808 -29%
FCM
61
Frontier Capital Management
Massachusetts
$24.2M -$28.2K -150 -0.1%
BIM
62
BlackRock Investment Management
Delaware
$24.2M -$220K -1,171 -0.9%
GAI
63
General American Investors
New York
$23.7M
Bank of America
64
Bank of America
North Carolina
$23.3M +$1.86M +9,876 +9%
CS
65
Credit Suisse
Switzerland
$23M -$1.9M -10,100 -8%
Swiss National Bank
66
Swiss National Bank
Switzerland
$22.3M -$432K -2,300 -2%
DRZID
67
DePrince Race & Zollo Inc (DRZ)
Florida
$22M -$901K -4,792 -4%
Axa
68
Axa
France
$21.1M -$19.2M -102,099 -48%
Prudential Financial
69
Prudential Financial
New Jersey
$20.5M -$2.04M -10,860 -9%
DA
70
Denali Advisors
California
$20.4M +$2.41M +12,833 +14%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$19.2M -$4.59M -24,400 -19%
Invesco
72
Invesco
Georgia
$17.8M +$302K +1,606 +2%
CC
73
Carlson Capital
Texas
$17.5M +$17.4M +92,275 New
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$17.5M +$150K +800 +0.9%
Pzena Investment Management
75
Pzena Investment Management
New York
$17.4M +$2.63K +14 +0%