Everest Group
440 hedge funds and large institutions have $8.89B invested in Everest Group in 2017 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 159 increasing their positions, 161 reducing their positions, and 56 closing their positions.
20% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 56
1.12% more ownership
Funds ownership: 93.67% → 94.79% (+1.1%)
1% more funds holding
Funds holding: 436 → 440 (+4)
1% less repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 161
9% less capital invested
Capital invested by funds: $9.79B → $8.89B (-$906M)
77% less call options, than puts
Call options by funds: $25.5M | Put options by funds: $111M
86% less funds holding in top 10
Funds holding in top 10: 7 → 1 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$93.6M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$89.6M |
| 3 |
APG Asset Management
Amsterdam,
Netherlands
|
+$79.1M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
+$50.6M |
| 5 |
BlackRock
New York
|
+$45.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
-$166M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$129M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
-$69.9M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$55M |
| 5 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$40.2M |
EG Hedge Fund Activity: Q3 2017 in Review
440 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q3 2017, worth a combined $8.89B — down 9.3% from $9.79B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new EG positions and 56 closed out — a net gain of 11 holders — while 159 added to existing stakes and 161 trimmed.
The largest buyer was Invesco, adding an estimated $93.6M. The largest seller was Southeastern Asset Management, exiting entirely with an estimated $166M sold.
- 440 institutional investors held Everest Group (EG) as of Q3 2017, up from 436 in Q2 2017.
- Funds reported $8.89B of Everest Group stock for Q3 2017, down 9.3% quarter-over-quarter.
- 67 funds opened new Everest Group positions in Q3 2017 and 56 closed out, a net change of +11 holders.
- The largest Everest Group buyer in Q3 2017 was Invesco, an estimated $93.6M added.
- The largest Everest Group seller in Q3 2017 was Southeastern Asset Management, an estimated $166M sold.
Based on aggregated 13F filings for Q3 2017.