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Everest Group
EG

Overview Fund Activity

461 hedge funds and large institutions have $9.31B invested in Everest Group in 2021 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 153 increasing their positions, 167 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
+10
Holders Change %
+2.22%
% of All Funds
8.1%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
61
Increased
153
Reduced
167
Closed
45
Calls
$14M
Puts
$21.9M
Net Calls
-$7.86M
Net Calls Change
-$15M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$146M
2
BlackRock
BlackRock
New York
$782M
3
Man Group
Man Group
United Kingdom
$69.7M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$265M
5
Franklin Resources
Franklin Resources
California
$475M

Top Sellers

1
SGAM
Smith Group Asset Management
Texas
$18.7M
2
SAM
Southeastern Asset Management
Tennessee
$0
3
Capital International Investors
Capital International Investors
California
$336M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
5
Aviva
Aviva
United Kingdom
$3.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
251
CAPTRUST Financial Advisors
North Carolina
$955K -$105K -419 -10%
GHAM
252
Gilman Hill Asset Management
Connecticut
$940K +$43.9K +175 +5%
Truist Financial
253
Truist Financial
North Carolina
$938K -$80.2K -320 -8%
Neuberger Berman Group
254
Neuberger Berman Group
New York
$915K -$202K -786 -18%
Verition Fund Management
255
Verition Fund Management
Connecticut
$907K +$95.3K +380 +12%
OC
256
Oppenheimer & Co
New York
$899K +$61.7K +246 +7%
CIBC Asset Management
257
CIBC Asset Management
Ontario, Canada
$898K +$30.1K +120 +3%
BCI
258
Brinker Capital Investments
Pennsylvania
$840K – – –
IG
259
ING Group
Netherlands
$840K +$14.1K +56 +2%
AP
260
Advisor Partners
California
$823K -$36.1K -144 -4%
SAM
261
Securian Asset Management
Minnesota
$819K -$25.1K -100 -3%
KeyBank National Association
262
KeyBank National Association
Ohio
$793K +$1.25K +5 +0.2%
TRSOTSOK
263
Teachers Retirement System of the State of Kentucky
Kentucky
$777K – – –
LCP
264
Legacy Capital Partners
Wisconsin
$773K -$163K -650 -17%
MSRPS
265
Maryland State Retirement & Pension System
Maryland
$773K +$773K +3,011 New
Citadel Advisors
266
Citadel Advisors
Florida
$767K -$4.69M -18,704 -86%
II
267
Inspire Investing
Idaho
$765K +$172K +687 +29%
VPIM
268
Vanguard Personalized Indexing Management
California
$740K +$740K +2,951 New
SF
269
Synovus Financial
Georgia
$733K -$385K -1,503 -34%
OPPTF
270
OPSEU Pension Plan Trust Fund
Ontario, Canada
$706K -$20.1K -80 -3%
FTDI
271
First Trust Direct Indexing
Massachusetts
$687K +$3.26K +13 +0.5%
APWM
272
Atlas Private Wealth Management
New York
$682K -$25.1K -100 -4%
LPL Financial
273
LPL Financial
California
$679K +$25.6K +102 +4%
PFG
274
PAX Financial Group
Texas
$677K +$175K +696 +35%
CSPIA
275
Cary Street Partners Investment Advisory
Virginia
$670K -$92.3K -368 -12%
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11
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