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Everest Group
EG

Overview Fund Activity

378 hedge funds and large institutions have $7.84B invested in Everest Group in 2016 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 134 increasing their positions, 149 reducing their positions, and 44 closing their positions.

Holders
378
Holders Change
-7
Holders Change %
-1.82%
% of All Funds
10.09%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
38
Increased
134
Reduced
149
Closed
44
Calls
$4.64M
Puts
$14.7M
Net Calls
-$10M
Net Calls Change
+$4.79M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$660M
2
NI
2
Numeric Investors
Massachusetts
$55M
3
VRS
3
Virginia Retirement System
Virginia
$27.1M
4
American Century Companies
4
American Century Companies
Missouri
$25.9M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$40.3M

Top Sellers

1
SAM
1
Southeastern Asset Management
Tennessee
$262M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$170M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$56.8M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$169M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$33.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$660M 3,344,592 +589,908 +21%
LSV Asset Management
2
LSV Asset Management
Illinois
$411M 2,083,303 +95,845 +5%
VVP
3
Vulcan Value Partners
Alabama
$375M 1,897,954 -88,266 -4%
BFA
4
BlackRock Fund Advisors
California
$361M 1,829,070 +105,881 +6%
State Street
5
State Street
Massachusetts
$335M 1,695,788 +20,711 +1%
BIT
6
BlackRock Institutional Trust
California
$285M 1,445,643 -1,766 -0.1%
EARNEST Partners
7
EARNEST Partners
Georgia
$272M 1,378,125 +7,899 +0.6%
SAM
8
Southeastern Asset Management
Tennessee
$262M 1,325,181 -903,965 -41%
Goldman Sachs
9
Goldman Sachs
New York
$244M 1,234,838 +24,504 +2%
AQR Capital Management
10
AQR Capital Management
Connecticut
$182M 920,854 -7,539 -0.8%
AL
11
AJO LP
Pennsylvania
$181M 915,899 -4,724 -0.5%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$170M 859,719 -263,818 -23%
Principal Financial Group
13
Principal Financial Group
Iowa
$169M 854,921 -198,527 -19%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$123M 621,383 -14,524 -2%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$122M 618,265 -61,984 -9%
Norges Bank
16
Norges Bank
Norway
$120M 608,110 -5,168 -0.8%
Allianz Asset Management
17
Allianz Asset Management
Germany
$117M 593,781 -53,723 -8%
Northern Trust
18
Northern Trust
Illinois
$113M 586,533 +10,902 +2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$108M 548,038 -6,246 -1%
APG Asset Management
20
APG Asset Management
Netherlands
$98.6M 499,662 – –
AI
21
Analytic Investors
California
$84.8M 429,612 -20,112 -4%
BG
22
BlackRock Group
United Kingdom
$79.2M 400,912 +4,634 +1%
DSC
23
Donald Smith & Co
New York
$76.1M 385,264 +1,200 +0.3%
Robeco Institutional Asset Management
24
Robeco Institutional Asset Management
Netherlands
$75.2M 380,819 +9,564 +3%
PPA
25
Parametric Portfolio Associates
Washington
$62.1M 314,731 -5,259 -2%
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