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Everest Group
EG

Overview Fund Activity

634 hedge funds and large institutions have $16.1B invested in Everest Group in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 216 increasing their positions, 265 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
-27
Holders Change %
-4.08%
% of All Funds
9.19%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
70
Increased
216
Reduced
265
Closed
92
Calls
$41.1M
Puts
$65.4M
Net Calls
-$24.3M
Net Calls Change
+$25.1M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.59B
2
Boston Partners
2
Boston Partners
Massachusetts
$476M
3
KBC Group
3
KBC Group
Belgium
$124M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$403M
5
Franklin Resources
5
Franklin Resources
California
$510M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$223M
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$0
3
BCPEMI
3
Bain Capital Public Equity Management II
Massachusetts
$57.7M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$9.76M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
226
Janney Montgomery Scott
Pennsylvania
$3.45M -$1.16M -2,920 -25%
QCM
227
Quantinno Capital Management
New York
$3.34M +$2.59M +6,527 +346%
TCM
228
Twin Capital Management
Pennsylvania
$3.19M -$884K -2,224 -22%
KPWS
229
Kestra Private Wealth Services
Texas
$3.19M +$1.02M +2,556 +47%
VIM
230
Vinva Investment Management
Australia
$3.18M -$4.6M -11,567 -59%
WCM
231
Wedge Capital Management
North Carolina
$3.15M +$753K +1,894 +31%
CAPTRUST Financial Advisors
232
CAPTRUST Financial Advisors
North Carolina
$3.15M -$536K -1,349 -15%
CA
233
Continuum Advisory
Idaho
$3.15M +$3.15M +8,266 New
CFLC
234
California First Leasing Corp
California
$3.08M +$1.07M +2,700 +54%
APF
235
Alaska Permanent Fund
Alaska
$3.07M +$153K +384 +5%
BWM
236
BNC Wealth Management
Oregon
$3.07M +$23.9K +60 +0.8%
US Bancorp
237
US Bancorp
Minnesota
$3.05M -$358K -901 -11%
CNB
238
Czech National Bank
Czech Republic
$3.04M +$13.9K +35 +0.5%
VIP
239
Vista Investment Partners
Oklahoma
$3.02M +$44.1K +111 +1%
Handelsbanken Fonder
240
Handelsbanken Fonder
Sweden
$3M +$617K +1,551 +26%
CSPAM
241
Cary Street Partners Asset Management
Virginia
$3M -$122K -308 -4%
SEIA
242
Signature Estate & Investment Advisors
California
$2.99M +$196K +493 +7%
Thrivent Financial for Lutherans
243
Thrivent Financial for Lutherans
Minnesota
$2.97M +$208K +524 +8%
URS
244
Utah Retirement Systems
Utah
$2.93M – – –
Stifel Financial
245
Stifel Financial
Missouri
$2.83M +$1.24M +3,125 +78%
VDBMI
246
Van Den Berg Management I
Texas
$2.83M +$2.83M +7,109 New
DnB Asset Management
247
DnB Asset Management
Norway
$2.78M -$1.69M -4,260 -38%
X
248
Xponance
Pennsylvania
$2.78M +$269K +677 +11%
CCS
249
Concentric Capital Strategies
Connecticut
$2.75M +$2.75M +6,910 New
ECU
250
Eisler Capital (UK)
United Kingdom
$2.73M +$2.04M +5,133 +294%
8 9
10
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