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Everest Group
EG

Overview Fund Activity

685 hedge funds and large institutions have $14.6B invested in Everest Group in 2024 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 259 increasing their positions, 241 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
685
Holders Change
+20
Holders Change %
+3.01%
% of All Funds
9.12%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
97
Increased
259
Reduced
241
Closed
65
Calls
$141M
Puts
$124M
Net Calls
+$17.2M
Net Calls Change
+$69.9M

Top Buyers

1
VVP
Vulcan Value Partners
Alabama
+$261M
2
SCM
Sterling Capital Management
North Carolina
+$100M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$68.9M
4
DSC
Donald Smith & Co
New York
+$56.3M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$55.4M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$253M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$207M
3
First Trust Advisors
First Trust Advisors
Illinois
-$104M
4
ClearBridge Investments
ClearBridge Investments
New York
-$89.3M
5
BlackRock
BlackRock
New York
-$85.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mirae Asset Global ETFs Holdings
301
Mirae Asset Global ETFs Holdings
Hong Kong
$1.73M +$89.9K +248 +5%
CGH
302
Crossmark Global Holdings
Texas
$1.72M +$1.16M +3,197 +207%
VIPI
303
Vista Investment Partners II
Indiana
$1.7M +$1.7M +4,695 New
Wealth Enhancement Advisory Services
304
Wealth Enhancement Advisory Services
Minnesota
$1.7M +$187K +517 +12%
SMDAM
305
Sumitomo Mitsui DS Asset Management
Japan
$1.67M +$48.2K +133 +3%
LBC
306
Lowe Brockenbrough & Co
Virginia
$1.66M -$26.1K -72 -2%
SC
307
Shay Capital
New York
$1.63M +$1.63M +4,500 New
1832 Asset Management
308
1832 Asset Management
Ontario, Canada
$1.62M -$177K -488 -10%
RSWM
309
Robertson Stephens Wealth Management
California
$1.6M +$1.45K +4 +0.1%
JSSH
310
J. Safra Sarasin Holding
$1.59M +$133K +368 +9%
ISL
311
Ingalls & Snyder LLC
New York
$1.59M -$105K -290 -6%
BFWM
312
Bright Futures Wealth Management
New York
$1.57M -$804K -2,288 -34%
DM
313
Delphi Management
Massachusetts
$1.55M +$179K +494 +13%
First Manhattan
314
First Manhattan
New York
$1.52M – – –
AIM
315
Achmea Investment Management
Netherlands
$1.49M +$157K +432 +12%
Public Employees Retirement Association of Colorado
316
Public Employees Retirement Association of Colorado
Colorado
$1.49M – – –
MSU
317
Mizuho Securities USA
New York
$1.48M +$459K +1,267 +45%
Mirae Asset Global Investments
318
Mirae Asset Global Investments
South Korea
$1.44M +$445K +1,237 +45%
HighTower Advisors
319
HighTower Advisors
Illinois
$1.44M +$585K +1,614 +69%
QOP
320
Quinn Opportunity Partners
Virginia
$1.4M – – –
KAS
321
Kestra Advisory Services
Texas
$1.4M +$198K +547 +16%
UIM
322
USS Investment Management
United Kingdom
$1.4M -$1.35M -3,722 -49%
UCI
323
Uncommon Cents Investing
Wisconsin
$1.39M +$7.25K +20 +0.5%
PAM
324
Panagora Asset Management
Massachusetts
$1.37M -$216K -597 -14%
WT
325
Whittier Trust
California
$1.37M -$362 -1 -0%
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