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Everest Group

436 hedge funds and large institutions have $9.79B invested in Everest Group in 2017 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 132 increasing their positions, 174 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 26

87% more call options, than puts

Call options by funds: $9.03M | Put options by funds: $4.84M

13% more funds holding

Funds holding: 387436 (+49)

11% more capital invested

Capital invested by funds: $8.83B → $9.79B (+$965M)

1.21% more ownership

Funds ownership: 92.45%93.67% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

24% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 174

Holders
436
Holders Change
+49
Holders Change %
+12.66%
% of All Funds
10.87%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
77
Increased
132
Reduced
174
Closed
26
Calls
$9.03M
Puts
$4.84M
Net Calls
+$4.19M
Net Calls Change
+$5.66M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$956M +$174M +704,287 +23%
BlackRock
2
BlackRock
New York
$784M -$205M -830,622 -21%
State Street
3
State Street
Massachusetts
$549M +$111M +450,606 +26%
LSV Asset Management
4
LSV Asset Management
Illinois
$499M -$1.09M -4,408 -0.2%
VVP
5
Vulcan Value Partners
Alabama
$381M -$15.3M -62,074 -4%
AQR Capital Management
6
AQR Capital Management
Connecticut
$356M +$26.9M +108,805 +8%
Allianz Asset Management
7
Allianz Asset Management
Germany
$211M +$86.8M +351,842 +74%
Goldman Sachs
8
Goldman Sachs
New York
$194M +$46.6M +188,914 +33%
APG Asset Management
9
APG Asset Management
Netherlands
$183M -$2.44M -9,900 -1%
Northern Trust
10
Northern Trust
Illinois
$172M +$8.6M +34,827 +5%
Wells Fargo
11
Wells Fargo
California
$168M +$7.22M +29,268 +5%
SAM
12
Southeastern Asset Management
Tennessee
$166M -$42.2M -170,812 -21%
EARNEST Partners
13
EARNEST Partners
Georgia
$166M -$3.72M -15,055 -2%
AL
14
AJO LP
Pennsylvania
$154M +$2.9M +11,766 +2%
JP Morgan Chase
15
JP Morgan Chase
New York
$149M -$50.4M -204,057 -26%
Robeco Institutional Asset Management
16
Robeco Institutional Asset Management
Netherlands
$148M +$6.54M +26,512 +5%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$145M +$3.19M +12,912 +2%
Norges Bank
18
Norges Bank
Norway
$142M -$6.86M -27,811 -5%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$133M -$25.2M -101,965 -16%
Principal Financial Group
20
Principal Financial Group
Iowa
$132M -$36M -145,995 -22%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$129M +$31.9M +129,192 +34%
Charles Schwab
22
Charles Schwab
California
$119M +$31.1M +126,065 +37%
PAM
23
Panagora Asset Management
Massachusetts
$107M +$25.6M +103,756 +33%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$88.5M +$8.39M +34,000 +11%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$87.8M +$84M +340,285 +7,587%