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Everest Group
EG

Overview Fund Activity

333 hedge funds and large institutions have $6.66B invested in Everest Group in 2013 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 114 increasing their positions, 130 reducing their positions, and 26 closing their positions.

Holders
333
Holders Change
+13
Holders Change %
+4.06%
% of All Funds
10.8%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.26%
New
42
Increased
114
Reduced
130
Closed
26
Calls
$19.8M
Puts
$16.4M
Net Calls
+$3.47M
Net Calls Change
+$3.7M

Top Buyers

1
SFM
1
Systematic Financial Management
New Jersey
$124M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$82.1M
3
Canada Life
3
Canada Life
Manitoba, Canada
$52.6M
4
VVP
4
Vulcan Value Partners
Alabama
$160M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$101M

Top Sellers

1
DSA
1
Davis Selected Advisers
Arizona
$186M
2
Citadel Advisors
2
Citadel Advisors
Florida
$31.2M
3
SAM
3
Southeastern Asset Management
Tennessee
$583M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$13M
5
PI
5
Putnam Investments
Massachusetts
$15.9M
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
1
Southeastern Asset Management
Tennessee
$583M 4,007,209 -331,473 -8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$323M 2,220,834 -1,441 -0.1%
State Street
3
State Street
Massachusetts
$273M 1,876,872 -55,249 -3%
Goldman Sachs
4
Goldman Sachs
New York
$262M 1,803,911 -108,468 -6%
AL
5
AJO LP
Pennsylvania
$247M 1,702,040 +170,065 +11%
LSV Asset Management
6
LSV Asset Management
Illinois
$238M 1,639,396 +11,160 +0.7%
AllianceBernstein
7
AllianceBernstein
Tennessee
$235M 1,613,631 +5,990 +0.4%
BIT
8
BlackRock Institutional Trust
California
$194M 1,332,960 -55,907 -4%
BFA
9
BlackRock Fund Advisors
California
$193M 1,326,570 -70,080 -5%
DSA
10
Davis Selected Advisers
Arizona
$186M 1,276,079 -597,592 -32%
VVP
11
Vulcan Value Partners
Alabama
$160M 1,099,023 +267,221 +32%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$130M 894,445 -239,694 -21%
SFM
13
Systematic Financial Management
New Jersey
$124M 854,969 +854,969 New
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$112M 771,972 -157,234 -17%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$111M 766,586 +17,592 +2%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$110M 754,270 +203,041 +37%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$101M 697,747 +257,353 +58%
AQR Capital Management
18
AQR Capital Management
Connecticut
$93.5M 643,283 -68,871 -10%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$88.5M 608,394 +3,864 +0.6%
Principal Financial Group
20
Principal Financial Group
Iowa
$82.1M 564,535 +410,578 +267%
Northern Trust
21
Northern Trust
Illinois
$79.8M 548,746 -12,185 -2%
APG Asset Management
22
APG Asset Management
Netherlands
$77.1M 530,235 +42,041 +9%
PIM
23
Perkins Investment Management
Illinois
$74.8M 514,283 -129,200 -20%
Norges Bank
24
Norges Bank
Norway
$71.2M 489,975 +40,659 +9%
DSC
25
Donald Smith & Co
New York
$69.2M 475,723 -30,168 -6%
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