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Everest Group
EG

Overview Fund Activity

665 hedge funds and large institutions have $15.4B invested in Everest Group in 2024 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 230 increasing their positions, 232 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+42
Holders Change %
+6.74%
% of All Funds
9.62%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
100
Increased
230
Reduced
232
Closed
50
Calls
$33.7M
Puts
$86.4M
Net Calls
-$52.7M
Net Calls Change
-$37.8M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$193M
2
VVP
Vulcan Value Partners
Alabama
+$101M
3
UBS AM
UBS AM
Illinois
+$98.5M
4
Millennium Management
Millennium Management
New York
+$85.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$67.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$660M
2
BlackRock
BlackRock
New York
-$77.7M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$76.9M
4
KBC Group
KBC Group
Belgium
-$75.6M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$54.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
251
Alamar Capital Management
California
$2.62M -$5.09K -13 -0.2%
BFWM
252
Bright Futures Wealth Management
New York
$2.57M +$38.4K +101 +2%
PVI
253
Pine Valley Investments
New Jersey
$2.55M +$2.55M +6,510 New
KCM
254
Kempner Capital Management
Texas
$2.54M – – –
NYLIM
255
New York Life Investment Management
New York
$2.51M -$28.2K -72 -1%
OAM
256
Ostrum Asset Management
France
$2.48M +$29.8K +76 +1%
CIBC Asset Management
257
CIBC Asset Management
Ontario, Canada
$2.47M +$180K +460 +8%
OC
258
Oppenheimer & Co
New York
$2.45M +$29.8K +76 +1%
SIA
259
Strategic Investment Advisors
Michigan
$2.39M +$1.14M +2,904 +91%
BGIM
260
Brandywine Global Investment Management
Pennsylvania
$2.37M +$2.37M +5,957 New
ACA
261
Anchor Capital Advisors
Massachusetts
$2.37M +$39.2K +100 +2%
MLM
262
Mount Lucas Management
Pennsylvania
$2.23M -$2.58M -6,597 -54%
CC
263
Centiva Capital
New York
$2.21M +$348K +887 +19%
Janus Henderson Group
264
Janus Henderson Group
United Kingdom
$2.2M – – –
YCM
265
Yousif Capital Management
Michigan
$2.17M -$55.6K -142 -2%
WAM
266
Weiss Asset Management
Massachusetts
$2.14M +$2.14M +5,474 New
DT
267
Diversified Trust
Tennessee
$2.13M +$172K +440 +9%
Daiwa Securities Group
268
Daiwa Securities Group
Japan
$2.11M +$254K +648 +14%
KWM
269
Kingsview Wealth Management
Oregon
$2.08M +$2.08M +5,297 New
PNC Financial Services Group
270
PNC Financial Services Group
Pennsylvania
$2.07M +$136K +346 +7%
NAM
271
Nissay Asset Management
Japan
$2.07M +$61.5K +157 +3%
Cetera Investment Advisers
272
Cetera Investment Advisers
Illinois
$2.06M -$24.3K -62 -1%
TCOT
273
Trust Company of Toledo
Ohio
$2.06M – – –
Twin Tree Management
274
Twin Tree Management
Texas
$1.97M +$1.97M +5,024 New
HA
275
Harbor Advisors
Florida
$1.96M – – –
9 10
11
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