EG icon

Everest Group
EG

Overview Fund Activity

426 hedge funds and large institutions have $7.52B invested in Everest Group in 2020 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 149 increasing their positions, 157 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
-15
Holders Change %
-3.4%
% of All Funds
9.41%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
66
Increased
149
Reduced
157
Closed
75
Calls
$11.8M
Puts
$18.3M
Net Calls
-$6.54M
Net Calls Change
-$66M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$270M
2
Capital International Investors
Capital International Investors
California
+$83.1M
3
Boston Partners
Boston Partners
Massachusetts
+$63.7M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$33.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$19.7M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$156M
2
VVP
Vulcan Value Partners
Alabama
-$99.5M
3
SOMRS
State of Michigan Retirement System
Michigan
-$36.1M
4
Pzena Investment Management
Pzena Investment Management
New York
-$32.4M
5
ZDA
Zweig-DiMenna Associates
New York
-$32M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
226
Reilly Financial Advisors
California
$998K -$962 -5 -0.1%
WEC
227
Winslow Evans & Crocker
Massachusetts
$970K – – –
RC
228
RBF Capital
California
$962K – – –
DLCIG
229
D.L. Carlson Investment Group
New Hampshire
$934K -$74.1K -385 -7%
N
230
Natixis
France
$931K +$679K +3,528 +269%
SO
231
STRS Ohio
Ohio
$922K +$7.31K +38 +0.8%
BOS
232
Bank of Stockton
California
$918K -$31.2K -162 -3%
SBH
233
Segall Bryant & Hamill
Illinois
$917K -$43.7K -227 -5%
CIBC Private Wealth Group
234
CIBC Private Wealth Group
Georgia
$895K +$895K +4,651 New
LBC
235
Lowe Brockenbrough & Co
Virginia
$890K -$4.81K -25 -0.5%
BCIM
236
British Columbia Investment Management
British Columbia, Canada
$859K -$988K -5,134 -53%
EGM
237
Engineers Gate Manager
New York
$847K +$847K +4,404 New
PL
238
Polianta Ltd
Jersey
$846K +$846K +4,400 New
Wealth Enhancement Advisory Services
239
Wealth Enhancement Advisory Services
Minnesota
$841K +$841K +4,684 New
II
240
IFM Investors
Australia
$809K -$23.8K -120 -3%
B
241
BP
United Kingdom
$808K +$808K +4,200 New
APWM
242
Atlas Private Wealth Management
New York
$805K – – –
Two Sigma Investments
243
Two Sigma Investments
New York
$799K -$157K -817 -16%
Truist Financial
244
Truist Financial
North Carolina
$797K +$284K +1,475 +55%
KWA
245
KCS Wealth Advisory
California
$791K +$23.1K +120 +3%
Public Sector Pension Investment Board (PSP Investments)
246
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$790K -$566K -2,940 -42%
PCM
247
Prana Capital Management
Connecticut
$787K -$1.38M -7,172 -64%
VIA
248
Vident Investment Advisory
Georgia
$767K -$17.9K -93 -2%
MWNA
249
Marshall Wace North America
New York
$763K +$763K +3,966 New
TRSOTSOK
250
Teachers Retirement System of the State of Kentucky
Kentucky
$760K – – –
8 9
10
11 12