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Everest Group
EG

439 hedge funds and large institutions have $8.84B invested in Everest Group in 2018 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 151 increasing their positions, 173 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $27.5M | Put options by funds: $19.1M

1.05% more ownership

Funds ownership: 92.78% → 93.83% (+1.1%)

5% less funds holding

Funds holding: 462 → 439 (-23)

9% less capital invested

Capital invested by funds: $9.73B → $8.84B (-$886M)

13% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 173

28% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 72

75% less funds holding in top 10

Funds holding in top 10: 8 → 2 (-6)

Holders
439
Holders Change
-23
Holders Change %
-4.98%
% of All Funds
10.05%
Holding in Top 10
2
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-75%
% of All Funds
0.05%
New
52
Increased
151
Reduced
173
Closed
72
Calls
$27.5M
Puts
$19.1M
Net Calls
+$8.39M
Net Calls Change
+$3.11M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$127M
2
VVP
Vulcan Value Partners
Alabama
+$85.3M
3
Man Group
Man Group
United Kingdom
+$60.5M
4
Franklin Resources
Franklin Resources
California
+$57.5M
5
CIP
Champlain Investment Partners
Vermont
+$56.7M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$77.6M
2
GC
Guggenheim Capital
Illinois
-$42.5M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$35.4M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$34.4M
5
PAM
Panagora Asset Management
Massachusetts
-$33.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$967M +$12.5M +53,386 +1%
BlackRock
2
BlackRock
New York
$738M -$16.7M -71,276 -2%
Boston Partners
3
Boston Partners
Massachusetts
$591M -$25.3M -107,832 -4%
AllianceBernstein
4
AllianceBernstein
Tennessee
$450M +$127M +541,145 +38%
State Street
5
State Street
Massachusetts
$433M -$26.3M -111,921 -6%
LSV Asset Management
6
LSV Asset Management
Illinois
$428M +$1.66M +7,072 +0.4%
VVP
7
Vulcan Value Partners
Alabama
$422M +$85.3M +363,518 +25%
AQR Capital Management
8
AQR Capital Management
Connecticut
$346M -$34.4M -146,659 -9%
CIP
9
Champlain Investment Partners
Vermont
$158M +$56.7M +241,715 +54%
Goldman Sachs
10
Goldman Sachs
New York
$144M +$7.84M +33,413 +6%
EARNEST Partners
11
EARNEST Partners
Georgia
$140M +$179K +764 +0.1%
Northern Trust
12
Northern Trust
Illinois
$134M -$9.31M -39,641 -6%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$121M +$4.28M +18,250 +4%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$107M -$2.73M -11,631 -2%
Norges Bank
15
Norges Bank
Norway
$95.1M -$6.45M -27,477 -6%
DSC
16
Donald Smith & Co
New York
$88.7M +$2.27M +9,673 +3%
Man Group
17
Man Group
United Kingdom
$86.9M +$60.5M +257,546 +216%
Wells Fargo
18
Wells Fargo
California
$86.3M +$23.2M +99,002 +36%
Allianz Asset Management
19
Allianz Asset Management
Germany
$80.3M -$30.2M -128,521 -27%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$79.3M +$2.58M +10,997 +3%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$77.5M -$2.79M -11,866 -3%
Invesco
22
Invesco
Georgia
$71.2M +$48.9M +208,513 +207%
SEI Investments
23
SEI Investments
Pennsylvania
$70.5M +$6.15M +26,218 +9%
PPA
24
Parametric Portfolio Associates
Washington
$66.9M -$5.34M -22,750 -7%
TD Asset Management
25
TD Asset Management
Ontario, Canada
$62.3M -$1.43M -6,104 -2%
1
2 3 4 5

EG Hedge Fund Activity: Q2 2018 in Review

439 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q2 2018, worth a combined $8.84B — down 9.1% from $9.73B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of EG and 52 opened new positions — a net loss of 20 holders — while 173 trimmed existing stakes and 151 added.

The largest buyer was AllianceBernstein, adding an estimated $127M. The largest seller was Citadel Advisors, cutting an estimated $77.6M.

  • 439 institutional investors held Everest Group (EG) as of Q2 2018, down from 462 in Q1 2018.
  • Funds reported $8.84B of Everest Group stock for Q2 2018, down 9.1% quarter-over-quarter.
  • 52 funds opened new Everest Group positions in Q2 2018 and 72 closed out, a net change of -20 holders.
  • The largest Everest Group buyer in Q2 2018 was AllianceBernstein, an estimated $127M added.
  • The largest Everest Group seller in Q2 2018 was Citadel Advisors, an estimated $77.6M sold.

Based on aggregated 13F filings for Q2 2018.