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Everest Group
EG

Overview Fund Activity

461 hedge funds and large institutions have $9.26B invested in Everest Group in 2021 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 157 increasing their positions, 168 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
+24
Holders Change %
+5.49%
% of All Funds
8.12%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
64
Increased
157
Reduced
168
Closed
36
Calls
$15.4M
Puts
$13.5M
Net Calls
+$1.93M
Net Calls Change
-$10.8M

Top Buyers

1
Los Angeles Capital Management
Los Angeles Capital Management
California
$55.7M
2
MHI
Miller Howard Investments
New York
$39.6M
3
Franklin Resources
Franklin Resources
California
$387M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$62.8M
5
Boston Partners
Boston Partners
Massachusetts
$611M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$463M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$77.7M
3
Viking Global Investors
Viking Global Investors
Connecticut
$0
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$15.5M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$70.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GTCM
251
Gyon Technologies Capital Management
New Jersey
$997K +$997K +4,023 New
Voloridge Investment Management
252
Voloridge Investment Management
Florida
$993K -$4.55M -18,367 -82%
Truist Financial
253
Truist Financial
North Carolina
$981K -$8.67K -35 -0.9%
LCP
254
Legacy Capital Partners
Wisconsin
$975K -$6.2K -25 -0.6%
Fuller & Thaler Asset Management
255
Fuller & Thaler Asset Management
California
$965K +$322K +1,300 +50%
CWA
256
Canvas Wealth Advisors
Kansas
$962K +$962K +3,771 New
CAPTRUST Financial Advisors
257
CAPTRUST Financial Advisors
North Carolina
$952K -$1.15M -4,658 -55%
WBC
258
Westpac Banking Corp
Australia
$938K +$176K +711 +23%
Public Sector Pension Investment Board (PSP Investments)
259
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$938K -$230K -930 -20%
Stifel Financial
260
Stifel Financial
Missouri
$871K -$451K -1,821 -34%
SAM
261
Securian Asset Management
Minnesota
$858K – – –
PP
262
Paloma Partners
Connecticut
$857K +$267K +1,076 +45%
CIBC Asset Management
263
CIBC Asset Management
Ontario, Canada
$855K -$1.7M -6,853 -67%
AP
264
Advisor Partners
California
$855K -$47.3K -191 -5%
LPL Financial
265
LPL Financial
California
$843K +$298K +1,201 +55%
Marshall Wace
266
Marshall Wace
United Kingdom
$821K +$821K +3,312 New
APWM
267
Atlas Private Wealth Management
New York
$804K -$157K -635 -16%
CL
268
CPWM LLC
Washington
$796K +$796K +3,213 New
TNB
269
TCF National Bank
South Dakota
$791K -$297K -1,200 -27%
GHAM
270
Gilman Hill Asset Management
Connecticut
$789K +$73.1K +295 +10%
WG
271
Winton Group
United Kingdom
$778K +$274K +1,107 +54%
TRSOTSOK
272
Teachers Retirement System of the State of Kentucky
Kentucky
$768K – – –
MSRPS
273
Maryland State Retirement & Pension System
Maryland
$746K +$746K +3,011 New
TPCW
274
TD Private Client Wealth
New York
$743K -$19.8K -80 -3%
SMDAM
275
Sumitomo Mitsui DS Asset Management
Japan
$743K +$29K +117 +4%
9 10
11
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