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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$223M
2
Viking Global Investors
Viking Global Investors
Connecticut
$0
3
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$57.7M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$9.76M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
276
Savant Capital
Illinois
$1.99M +$1.72M +4,334 +639%
HA
277
Harbor Advisors
Florida
$1.99M – – –
RC
278
RBF Capital
California
$1.99M – – –
NAM
279
Nissay Asset Management
Japan
$1.98M +$35K +88 +2%
UIM
280
USS Investment Management
United Kingdom
$1.98M -$1.37M -3,437 -41%
PNC Financial Services Group
281
PNC Financial Services Group
Pennsylvania
$1.94M +$324K +815 +20%
Cetera Investment Advisers
282
Cetera Investment Advisers
Illinois
$1.94M +$547K +1,377 +39%
LBC
283
Lowe Brockenbrough & Co
Virginia
$1.93M -$161K -406 -8%
Wealth Enhancement Advisory Services
284
Wealth Enhancement Advisory Services
Minnesota
$1.9M +$1.18M +2,964 +164%
WBC
285
Westpac Banking Corp
Australia
$1.88M +$900K +2,264 +92%
PL
286
Perpetual Ltd
Australia
$1.88M +$900K +2,264 +92%
DM
287
Delphi Management
Massachusetts
$1.87M +$428K +1,077 +30%
ONB
288
Old National Bancorp
Indiana
$1.84M -$489K -1,229 -21%
DAS
289
Dynamic Advisor Solutions
Arizona
$1.81M +$519K +1,305 +40%
FMI
290
F/M Investments
District of Columbia
$1.75M -$9.94K -25 -0.6%
MML Investors Services
291
MML Investors Services
Massachusetts
$1.75M -$482K -1,213 -22%
SMDAM
292
Sumitomo Mitsui DS Asset Management
Japan
$1.73M +$17.5K +44 +1%
PAS
293
Park Avenue Securities
New York
$1.73M +$21.1K +53 +1%
ISL
294
Ingalls & Snyder LLC
New York
$1.73M +$54.5K +137 +3%
GC
295
Globeflex Capital
California
$1.71M – – –
Daiwa Securities Group
296
Daiwa Securities Group
Japan
$1.68M +$105K +264 +7%
First Manhattan
297
First Manhattan
New York
$1.67M – – –
Public Employees Retirement Association of Colorado
298
Public Employees Retirement Association of Colorado
Colorado
$1.63M – – –
DT
299
Diversified Trust
Tennessee
$1.62M -$111K -278 -6%
Wealthfront Advisers
300
Wealthfront Advisers
California
$1.59M -$52.1K -131 -3%
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