Everest Group
379 hedge funds and large institutions have $7.93B invested in Everest Group in 2016 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 135 increasing their positions, 148 reducing their positions, and 44 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
7% more capital invested
Capital invested by funds: $7.38B → $7.93B (+$549M)
0.59% more ownership
Funds ownership: 93.49% → 94.08% (+0.59%)
9% less repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 148
2% less funds holding
Funds holding: 385 → 379 (-6)
11% less first-time investments, than exits
New positions opened: 39 | Existing positions closed: 44
68% less call options, than puts
Call options by funds: $4.64M | Put options by funds: $14.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$109M |
| 2 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$33.7M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$24.2M |
| 4 |
Renaissance Technologies
New York
|
+$22.3M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$19.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
-$167M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$48.7M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$39.8M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
-$36.7M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$19.1M |
EG Hedge Fund Activity: Q1 2016 in Review
379 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q1 2016, worth a combined $7.93B — up 7.4% from $7.38B a quarter earlier.
Sellers outnumbered buyers: 44 funds closed out of EG and 39 opened new positions — a net loss of 5 holders — while 148 trimmed existing stakes and 135 added.
The largest buyer was Vanguard Group, adding an estimated $109M. The largest seller was Southeastern Asset Management, cutting an estimated $167M.
- 379 institutional investors held Everest Group (EG) as of Q1 2016, down from 385 in Q4 2015.
- Funds reported $7.93B of Everest Group stock for Q1 2016, up 7.4% quarter-over-quarter.
- 39 funds opened new Everest Group positions in Q1 2016 and 44 closed out, a net change of -5 holders.
- The largest Everest Group buyer in Q1 2016 was Vanguard Group, an estimated $109M added.
- The largest Everest Group seller in Q1 2016 was Southeastern Asset Management, an estimated $167M sold.
Based on aggregated 13F filings for Q1 2016.