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Everest Group
EG

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 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

1% less funds holding

Funds holding: 440 → 436 (-4)

3% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 74

2.61% less ownership

Funds ownership: 94.79% → 92.18% (-2.6%)

6% less capital invested

Capital invested by funds: $8.89B → $8.38B (-$510M)

32% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 187

58% less call options, than puts

Call options by funds: $15.8M | Put options by funds: $37.7M

Holders
436
Holders Change
-4
Holders Change %
-0.91%
% of All Funds
9.89%
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
74
Calls
$15.8M
Puts
$37.7M
Net Calls
-$21.9M
Net Calls Change
+$64M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$392M
2
Citadel Advisors
Citadel Advisors
Florida
+$156M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$89.8M
4
CIP
Champlain Investment Partners
Vermont
+$81.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$59.1M

Top Sellers

1
APG Asset Management
APG Asset Management
Netherlands
-$228M
2
Invesco
Invesco
Georgia
-$94.2M
3
Wells Fargo
Wells Fargo
California
-$60.9M
4
Goldman Sachs
Goldman Sachs
New York
-$54.6M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$54.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
NI
176
NFC Investments
Tennessee
$2.65M – – –
N
177
Natixis
France
$2.65M +$1.11M +4,929 +70%
DM
178
Delphi Management
Massachusetts
$2.55M +$451K +1,998 +21%
MOACM
179
Mutual of America Capital Management
New York
$2.54M +$100K +445 +4%
CB
180
Chemical Bank
Michigan
$2.51M +$10.1K +45 +0.4%
TPSF
181
Texas Permanent School Fund
Texas
$2.48M -$38.1K -169 -1%
ZDA
182
Zweig-DiMenna Associates
New York
$2.43M +$2.48M +11,000 New
SOADOR
183
State of Alaska Department of Revenue
Alaska
$2.43M -$799K -3,544 -24%
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$2.4M -$24.8K -110 -1%
CC
185
Cipher Capital
New York
$2.38M +$1.43M +6,339 +144%
State of Tennessee, Department of Treasury
186
State of Tennessee, Department of Treasury
Tennessee
$2.35M -$124K -550 -5%
HHC
187
Hutchin Hill Capital
New York
$2.35M +$2.39M +10,618 New
JG
188
Jefferies Group
New York
$2.29M -$2.73M -12,114 -54%
NI
189
Numeric Investors
Massachusetts
$2.28M -$1.2M -5,300 -34%
DIA
190
Denver Investment Advisors
Colorado
$2.28M +$131K +582 +6%
OC
191
Oppenheimer & Co
New York
$2.22M -$68.8K -305 -3%
RIM
192
Redpoint Investment Management
Australia
$2.21M +$2.25M +9,983 New
SCM
193
Schneider Capital Management
Pennsylvania
$2.2M +$2.24M +9,941 New
SGA
194
Strategic Global Advisors
California
$2.19M -$76.7K -340 -3%
CC
195
Cognios Capital
Kansas
$2.18M +$613K +2,717 +38%
Cerity Partners
196
Cerity Partners
New York
$2.17M +$10.8K +48 +0.5%
GT
197
Glenmede Trust
Pennsylvania
$2.13M -$1.2M -5,300 -36%
SAM
198
Strategy Asset Managers
California
$2.08M -$26.4K -117 -1%
Franklin Resources
199
Franklin Resources
California
$2.06M +$912K +4,045 +77%
HIMCH
200
Hartford Investment Management Co (HIMCO)
Connecticut
$2.04M -$8.57K -38 -0.4%
6 7
8
9 10

EG Hedge Fund Activity: Q4 2017 in Review

436 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q4 2017, worth a combined $8.38B — down 5.7% from $8.89B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of EG and 72 opened new positions — a net loss of 2 holders — while 187 trimmed existing stakes and 127 added.

The largest buyer was Boston Partners, opening a new position worth an estimated $392M. The largest seller was APG Asset Management, cutting an estimated $228M.

  • 436 institutional investors held Everest Group (EG) as of Q4 2017, down from 440 in Q3 2017.
  • Funds reported $8.38B of Everest Group stock for Q4 2017, down 5.7% quarter-over-quarter.
  • 72 funds opened new Everest Group positions in Q4 2017 and 74 closed out, a net change of -2 holders.
  • The largest Everest Group buyer in Q4 2017 was Boston Partners, an estimated $392M added.
  • The largest Everest Group seller in Q4 2017 was APG Asset Management, an estimated $228M sold.

Based on aggregated 13F filings for Q4 2017.