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Everest Group
EG

Overview Fund Activity

476 hedge funds and large institutions have $10.1B invested in Everest Group in 2021 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 152 increasing their positions, 161 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
+15
Holders Change %
+3.25%
% of All Funds
7.35%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
67
Increased
152
Reduced
161
Closed
48
Calls
$19.9M
Puts
$24.5M
Net Calls
-$4.6M
Net Calls Change
+$3.26M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$46.1M
2
SSA
Schonfeld Strategic Advisors
New York
$56.6M
3
AGA
Altrinsic Global Advisors
Connecticut
$227M
4
GC
Gillson Capital
Illinois
$39.5M
5
RFC
Regions Financial Corp
Alabama
$28.2M

Top Sellers

1
BlackRock
BlackRock
New York
$765M
2
California Public Employees Retirement System
California Public Employees Retirement System
California
$23.4M
3
APG Asset Management
APG Asset Management
Netherlands
$26.1M
4
Capital International Investors
Capital International Investors
California
$334M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$27.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
II
251
Inspire Investing
Idaho
$916K +$80.8K +295 +10%
BCI
252
Brinker Capital Investments
Pennsylvania
$903K -$9.86K -36 -1%
SAM
253
Securian Asset Management
Minnesota
$894K – – –
KeyBank National Association
254
KeyBank National Association
Ohio
$867K +$1.1K +4 +0.1%
CWA
255
Canvas Wealth Advisors
Kansas
$853K -$348K -1,271 -29%
TRSOTSOK
256
Teachers Retirement System of the State of Kentucky
Kentucky
$849K – – –
VPIM
257
Vanguard Personalized Indexing Management
California
$840K +$31.5K +115 +4%
MSRPS
258
Maryland State Retirement & Pension System
Maryland
$825K – – –
PFG
259
PAX Financial Group
Texas
$822K +$82.4K +301 +11%
SF
260
Synovus Financial
Georgia
$812K +$27.9K +102 +4%
ACM
261
AlphaCrest Capital Management
New York
$797K -$915K -3,338 -53%
LPL Financial
262
LPL Financial
California
$794K +$52.3K +191 +7%
OPPTF
263
OPSEU Pension Plan Trust Fund
Ontario, Canada
$780K +$5.23K +19 +0.7%
Baird Financial Group
264
Baird Financial Group
Wisconsin
$759K -$1.81M -6,613 -70%
FTDI
265
First Trust Direct Indexing
Massachusetts
$751K – – –
APWM
266
Atlas Private Wealth Management
New York
$739K -$5.48K -20 -0.7%
LCP
267
Legacy Capital Partners
Wisconsin
$735K -$110K -400 -13%
NAM
268
NorthCrest Asset Manangement
Minnesota
$735K +$735K +2,685 New
Neuberger Berman Group
269
Neuberger Berman Group
New York
$732K -$254K -915 -26%
Swedbank
270
Swedbank
Sweden
$709K – – –
LSERS
271
Louisiana State Employees Retirement System
Louisiana
$685K – – –
CIA
272
Citadel Investment Advisory
Ohio
$685K – – –
CGH
273
Crossmark Global Holdings
Texas
$680K -$512K -1,870 -43%
SMDAM
274
Sumitomo Mitsui DS Asset Management
Japan
$680K – – –
Walleye Capital
275
Walleye Capital
New York
$678K +$678K +2,475 New
9 10
11
12 13