Everest Group
385 hedge funds and large institutions have $7.38B invested in Everest Group in 2015 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 128 increasing their positions, 138 reducing their positions, and 37 closing their positions.
38% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 37
3% more funds holding
Funds holding: 375 → 385 (+10)
1.05% more ownership
Funds ownership: 92.44% → 93.49% (+1%)
4% more capital invested
Capital invested by funds: $7.08B → $7.38B (+$297M)
7% less repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 138
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
68% less call options, than puts
Call options by funds: $6.87M | Put options by funds: $21.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$36.1M |
| 2 |
Los Angeles Capital Management
Los Angeles,
California
|
+$21.8M |
| 3 |
SEI Investments
Oaks,
Pennsylvania
|
+$20.2M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$18.6M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
+$15.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
-$56.7M |
| 2 |
JP Morgan Chase
New York
|
-$52.5M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$44.3M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$21.6M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$21.3M |
EG Hedge Fund Activity: Q4 2015 in Review
385 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q4 2015, worth a combined $7.38B — up 4.2% from $7.08B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new EG positions and 37 closed out — a net gain of 14 holders — while 128 added to existing stakes and 138 trimmed.
The largest buyer was Principal Financial Group, adding an estimated $36.1M. The largest seller was Southeastern Asset Management, cutting an estimated $56.7M.
- 385 institutional investors held Everest Group (EG) as of Q4 2015, up from 375 in Q3 2015.
- Funds reported $7.38B of Everest Group stock for Q4 2015, up 4.2% quarter-over-quarter.
- 51 funds opened new Everest Group positions in Q4 2015 and 37 closed out, a net change of +14 holders.
- The largest Everest Group buyer in Q4 2015 was Principal Financial Group, an estimated $36.1M added.
- The largest Everest Group seller in Q4 2015 was Southeastern Asset Management, an estimated $56.7M sold.
Based on aggregated 13F filings for Q4 2015.