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Everest Group
EG

Overview Fund Activity

347 hedge funds and large institutions have $7.04B invested in Everest Group in 2013 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 115 increasing their positions, 140 reducing their positions, and 31 closing their positions.

Holders
347
Holders Change
+14
Holders Change %
+4.2%
% of All Funds
10.08%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
45
Increased
115
Reduced
140
Closed
31
Calls
$25.4M
Puts
$23.5M
Net Calls
+$1.92M
Net Calls Change
-$1.56M

Top Buyers

1
EARNEST Partners
1
EARNEST Partners
Georgia
$225M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$200M
3
VVP
3
Vulcan Value Partners
Alabama
$216M
4
SAM
4
Southeastern Asset Management
Tennessee
$648M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$86.7M

Top Sellers

1
SFM
1
Systematic Financial Management
New Jersey
$49.1M
2
PIM
2
Perkins Investment Management
Illinois
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$208M
4
AI
4
Analytic Investors
California
$0
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$202M
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
1
Southeastern Asset Management
Tennessee
$648M 4,158,249 +151,040 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$366M 2,347,071 +126,237 +6%
State Street
3
State Street
Massachusetts
$271M 1,738,368 -138,504 -7%
LSV Asset Management
4
LSV Asset Management
Illinois
$256M 1,641,933 +2,537 +0.2%
AL
5
AJO LP
Pennsylvania
$242M 1,549,750 -152,290 -9%
EARNEST Partners
6
EARNEST Partners
Georgia
$225M 1,444,638 +1,444,638 New
BFA
7
BlackRock Fund Advisors
California
$224M 1,438,180 +111,610 +8%
BIT
8
BlackRock Institutional Trust
California
$219M 1,404,313 +71,353 +5%
VVP
9
Vulcan Value Partners
Alabama
$216M 1,385,079 +286,056 +26%
Goldman Sachs
10
Goldman Sachs
New York
$208M 1,334,072 -469,839 -26%
AllianceBernstein
11
AllianceBernstein
Tennessee
$202M 1,298,737 -314,894 -20%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$200M 1,285,204 +390,759 +44%
DSA
13
Davis Selected Advisers
Arizona
$185M 1,188,199 -87,880 -7%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$125M 801,324 +47,054 +6%
Lord, Abbett & Co
15
Lord, Abbett & Co
New Jersey
$116M 746,688 +48,941 +7%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$107M 683,645 -82,941 -11%
AQR Capital Management
17
AQR Capital Management
Connecticut
$99.9M 641,144 -2,139 -0.3%
Principal Financial Group
18
Principal Financial Group
Iowa
$99.8M 640,399 +75,864 +13%
APG Asset Management
19
APG Asset Management
Netherlands
$92.7M 594,927 +64,692 +12%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$92.4M 592,648 -179,324 -23%
Northern Trust
21
Northern Trust
Illinois
$88.8M 569,967 +21,221 +4%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$86.7M 555,939 +141,919 +34%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$83.5M 535,892 -72,502 -12%
Norges Bank
24
Norges Bank
Norway
$68.9M 441,848 -48,127 -10%
DSC
25
Donald Smith & Co
New York
$66.8M 428,460 -47,263 -10%
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