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Everest Group
EG

Overview Fund Activity

375 hedge funds and large institutions have $7.06B invested in Everest Group in 2015 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 140 increasing their positions, 138 reducing their positions, and 32 closing their positions.

Holders
375
Holders Change
-2
Holders Change %
-0.53%
% of All Funds
10.48%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.2%
New
31
Increased
140
Reduced
138
Closed
32
Calls
$5.65M
Puts
$19.7M
Net Calls
-$14M
Net Calls Change
-$8.37M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$143M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$148M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$20.6M
4
BIT
4
BlackRock Institutional Trust
California
$264M
5
Bank of America
5
Bank of America
North Carolina
$29.1M

Top Sellers

1
SOMRS
1
State of Michigan Retirement System
Michigan
$3.49M
2
SAM
2
Southeastern Asset Management
Tennessee
$441M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$168M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$86.9M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.74M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$472M 2,724,779 +13,624 +0.5%
SAM
2
Southeastern Asset Management
Tennessee
$441M 2,541,264 -631,595 -20%
VVP
3
Vulcan Value Partners
Alabama
$351M 2,026,374 +86,654 +4%
LSV Asset Management
4
LSV Asset Management
Illinois
$330M 1,901,291 +4,197 +0.2%
BFA
5
BlackRock Fund Advisors
California
$286M 1,651,922 +56,141 +4%
State Street
6
State Street
Massachusetts
$284M 1,639,490 +25,740 +2%
BIT
7
BlackRock Institutional Trust
California
$264M 1,524,683 +112,689 +8%
EARNEST Partners
8
EARNEST Partners
Georgia
$244M 1,405,353 +7,290 +0.5%
Goldman Sachs
9
Goldman Sachs
New York
$227M 1,309,128 +7,985 +0.6%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$184M 1,060,948 +2,583 +0.2%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$168M 969,295 -525,161 -35%
AL
12
AJO LP
Pennsylvania
$156M 897,615 -3,565 -0.4%
Principal Financial Group
13
Principal Financial Group
Iowa
$148M 854,963 +154,399 +22%
AQR Capital Management
14
AQR Capital Management
Connecticut
$143M 825,943 +190,892 +30%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$131M 754,923 +1,808 +0.2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$110M 633,087 +2,032 +0.3%
Northern Trust
17
Northern Trust
Illinois
$109M 628,892 +4,428 +0.7%
Allianz Asset Management
18
Allianz Asset Management
Germany
$109M 627,602 +61,308 +11%
Norges Bank
19
Norges Bank
Norway
$106M 610,393 +75,136 +14%
AI
20
Analytic Investors
California
$92.2M 531,745 +20,753 +4%
APG Asset Management
21
APG Asset Management
Netherlands
$89.2M 514,425 -9,080 -2%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$86.9M 501,207 -135,363 -21%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$84.3M 486,144 -2,310 -0.5%
BG
24
BlackRock Group
United Kingdom
$74.4M 429,066 +80,129 +23%
DSC
25
Donald Smith & Co
New York
$67.6M 390,176 -1,156 -0.3%
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