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Everest Group
EG

320 hedge funds and large institutions have $5.87B invested in Everest Group in 2013 Q2 according to their latest regulatory filings, with 320 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

91.54% more ownership

Funds ownership: 0% → 91.54% (+92%)

1% less call options, than puts

Call options by funds: $16.1M | Put options by funds: $16.3M

Holders
320
Holders Change
+320
Holders Change %
–
% of All Funds
10.44%
Holding in Top 10
7
Holding in Top 10 Change
+7
Holding in Top 10 Change %
% of All Funds
0.23%
New
320
Increased
–
Reduced
–
Closed
–
Calls
$16.1M
Puts
$16.3M
Net Calls
-$233K
Net Calls Change
-$233K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1
Southeastern Asset Management
Tennessee
$556M +$561M +4,338,682 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$285M +$287M +2,222,275 New
State Street
3
State Street
Massachusetts
$248M +$250M +1,932,121 New
Goldman Sachs
4
Goldman Sachs
New York
$245M +$247M +1,912,379 New
DSA
5
Davis Selected Advisers
Arizona
$240M +$242M +1,873,671 New
LSV Asset Management
6
LSV Asset Management
Illinois
$209M +$211M +1,628,236 New
AllianceBernstein
7
AllianceBernstein
Tennessee
$206M +$208M +1,607,641 New
AL
8
AJO LP
Pennsylvania
$196M +$198M +1,531,975 New
BFA
9
BlackRock Fund Advisors
California
$179M +$181M +1,396,650 New
BIT
10
BlackRock Institutional Trust
California
$178M +$180M +1,388,867 New
Fidelity Investments
11
Fidelity Investments
Massachusetts
$145M +$147M +1,134,139 New
JP Morgan Chase
12
JP Morgan Chase
New York
$119M +$120M +929,206 New
VVP
13
Vulcan Value Partners
Alabama
$107M +$108M +831,802 New
Citadel Advisors
14
Citadel Advisors
Florida
$100M +$101M +782,472 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$96.1M +$96.9M +748,994 New
AQR Capital Management
16
AQR Capital Management
Connecticut
$91.3M +$92.1M +712,154 New
PIM
17
Perkins Investment Management
Illinois
$82.5M +$83.2M +643,483 New
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$77.5M +$78.2M +604,530 New
Northern Trust
19
Northern Trust
Illinois
$71.9M +$72.5M +560,931 New
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$70.7M +$71.3M +551,229 New
DSC
21
Donald Smith & Co
New York
$64.9M +$65.4M +505,891 New
APG Asset Management
22
APG Asset Management
Netherlands
$62.6M +$63.1M +488,194 New
Westfield Capital Management
23
Westfield Capital Management
Massachusetts
$58.5M +$59M +456,122 New
Norges Bank
24
Norges Bank
Norway
$57.6M +$58.1M +449,316 New
Lord, Abbett & Co
25
Lord, Abbett & Co
New Jersey
$56.5M +$57M +440,394 New
1
2 3 4 5

EG Hedge Fund Activity: Q2 2013 in Review

320 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q2 2013, worth a combined $5.87B.

Buyers outnumbered sellers: 320 funds opened new EG positions and 0 closed out — a net gain of 320 holders — while 0 added to existing stakes and 0 trimmed.

  • 320 institutional investors held Everest Group (EG) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $5.87B of Everest Group stock for Q2 2013.
  • 320 funds opened new Everest Group positions in Q2 2013 and 0 closed out, a net change of +320 holders.

Based on aggregated 13F filings for Q2 2013.