Everest Group
377 hedge funds and large institutions have $7.17B invested in Everest Group in 2016 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 115 increasing their positions, 165 reducing their positions, and 37 closing their positions.
0% more capital invested
Capital invested by funds: $7.15B → $7.17B (+$22.5M)
2.32% less ownership
Funds ownership: 92.5% → 90.18% (-2.3%)
3% less funds holding
Funds holding: 387 → 377 (-10)
12% less call options, than puts
Call options by funds: $5.23M | Put options by funds: $5.95M
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
22% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 37
30% less repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 165
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$69.5M |
| 2 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$29.8M |
| 3 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$20.6M |
| 4 |
CC
Carlson Capital
Dallas,
Texas
|
+$17.4M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$17.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$34.5M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$30M |
| 3 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
-$28.5M |
| 4 |
Millennium Management
New York
|
-$27.4M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$27.2M |
EG Hedge Fund Activity: Q3 2016 in Review
377 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q3 2016, worth a combined $7.17B — up 0.31% from $7.15B a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of EG and 29 opened new positions — a net loss of 8 holders — while 165 trimmed existing stakes and 115 added.
The largest buyer was JP Morgan Chase, adding an estimated $69.5M. The largest seller was Principal Financial Group, cutting an estimated $34.5M.
- 377 institutional investors held Everest Group (EG) as of Q3 2016, down from 387 in Q2 2016.
- Funds reported $7.17B of Everest Group stock for Q3 2016, up 0.31% quarter-over-quarter.
- 29 funds opened new Everest Group positions in Q3 2016 and 37 closed out, a net change of -8 holders.
- The largest Everest Group buyer in Q3 2016 was JP Morgan Chase, an estimated $69.5M added.
- The largest Everest Group seller in Q3 2016 was Principal Financial Group, an estimated $34.5M sold.
Based on aggregated 13F filings for Q3 2016.