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Everest Group

377 hedge funds and large institutions have $7.13B 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.

New
Increased
Maintained
Reduced
Closed

0% less capital invested

Capital invested by funds: $7.16B → $7.13B (-$30.2M)

2.42% less ownership

Funds ownership: 92.61%90.18% (-2.4%)

3% less funds holding

Funds holding: 387377 (-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: 54 (-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

Holders
377
Holders Change
-10
Holders Change %
-2.58%
% of All Funds
10.06%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
29
Increased
115
Reduced
165
Closed
37
Calls
$5.23M
Puts
$5.95M
Net Calls
-$715K
Net Calls Change
+$2.17M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$630M -$1.21M -6,461 -0.2%
VVP
2
Vulcan Value Partners
Alabama
$393M +$20.6M +109,697 +6%
LSV Asset Management
3
LSV Asset Management
Illinois
$388M -$6.71M -35,670 -2%
BFA
4
BlackRock Fund Advisors
California
$375M +$10.9M +57,819 +3%
State Street
5
State Street
Massachusetts
$300M -$5.94M -31,565 -2%
BIT
6
BlackRock Institutional Trust
California
$262M -$1.69M -8,962 -0.6%
JP Morgan Chase
7
JP Morgan Chase
New York
$254M +$69.5M +369,601 +38%
SAM
8
Southeastern Asset Management
Tennessee
$213M -$28.5M -151,662 -12%
AQR Capital Management
9
AQR Capital Management
Connecticut
$176M +$7.35M +39,110 +4%
AL
10
AJO LP
Pennsylvania
$138M -$30M -159,658 -18%
EARNEST Partners
11
EARNEST Partners
Georgia
$133M -$5.26M -27,964 -4%
APG Asset Management
12
APG Asset Management
Netherlands
$117M +$13.5M +71,965 +13%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$116M -$743K -3,954 -0.6%
Principal Financial Group
14
Principal Financial Group
Iowa
$115M -$34.5M -183,661 -23%
Northern Trust
15
Northern Trust
Illinois
$113M +$1.61M +8,572 +1%
Norges Bank
16
Norges Bank
Norway
$110M
Bank of New York Mellon
17
Bank of New York Mellon
New York
$104M +$4.85M +25,808 +5%
Citadel Advisors
18
Citadel Advisors
Florida
$97M -$23.9M -126,950 -20%
Allianz Asset Management
19
Allianz Asset Management
Germany
$87.4M -$26.8M -142,542 -24%
DSC
20
Donald Smith & Co
New York
$75M +$1.5K +8 +0%
AI
21
Analytic Investors
California
$74.8M -$895K -4,761 -1%
Robeco Institutional Asset Management
22
Robeco Institutional Asset Management
Netherlands
$73.7M -$1.54M -8,166 -2%
Goldman Sachs
23
Goldman Sachs
New York
$73.7M -$16.9M -90,040 -19%
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$72.2M -$1.58M -8,420 -2%
BG
25
BlackRock Group
United Kingdom
$68.4M -$8.13M -43,222 -11%