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Everest Group
EG

Overview Fund Activity

623 hedge funds and large institutions have $15.3B invested in Everest Group in 2024 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 255 increasing their positions, 211 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
623
Holders Change
-11
Holders Change %
-1.74%
% of All Funds
9.06%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
63
Increased
255
Reduced
211
Closed
64
Calls
$32.8M
Puts
$47.8M
Net Calls
-$14.9M
Net Calls Change
+$9.39M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$112M
2
BlackRock
BlackRock
New York
+$94.8M
3
Invesco
Invesco
Georgia
+$93.8M
4
William Blair Investment Management
William Blair Investment Management
Illinois
+$51.3M
5
Man Group
Man Group
United Kingdom
+$40.2M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$75.3M
2
Los Angeles Capital Management
Los Angeles Capital Management
California
-$71.9M
3
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$57.7M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$54.7M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$38.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSERS
326
Louisiana State Employees Retirement System
Louisiana
$953K – – –
SAM
327
Securian Asset Management
Minnesota
$947K – – –
Verition Fund Management
328
Verition Fund Management
Connecticut
$943K -$576K -1,513 -38%
EF
329
Empowered Funds
Pennsylvania
$939K +$101K +266 +12%
GAM
330
Gotham Asset Management
New York
$931K +$53.7K +141 +6%
TSS
331
Two Sigma Securities
New York
$922K +$922K +2,421 New
BRWA
332
B. Riley Wealth Advisors
Florida
$921K +$921K +2,418 New
TRCT
333
Tower Research Capital (TRC)
New York
$908K +$461K +1,211 +103%
AWE
334
Avidian Wealth Enterprises
Texas
$905K +$1.91K +5 +0.2%
KPWS
335
Kestra Private Wealth Services
Texas
$904K -$2.15M -5,640 -70%
CIBC Private Wealth Group
336
CIBC Private Wealth Group
Georgia
$902K -$746 -2 -0.1%
CB
337
Commerce Bank
Missouri
$900K +$259K +680 +40%
CGH
338
Crossmark Global Holdings
Texas
$897K -$77K -202 -8%
PFG
339
PAX Financial Group
Texas
$885K -$49.9K -131 -5%
TWD
340
True Wealth Design
Ohio
$877K +$2.67K +7 +0.3%
QT
341
Quantbot Technologies
New York
$873K +$873K +2,291 New
Wealth Enhancement Advisory Services
342
Wealth Enhancement Advisory Services
Minnesota
$871K -$947K -2,486 -52%
CIA
343
Citadel Investment Advisory
Ohio
$858K – – –
Cambridge Investment Research Advisors
344
Cambridge Investment Research Advisors
Iowa
$853K -$210K -552 -20%
QCM
345
Qsemble Capital Management
New York
$848K +$214K +561 +34%
NMERB
346
New Mexico Educational Retirement Board
New Mexico
$838K – – –
BCI
347
Brinker Capital Investments
Pennsylvania
$829K +$23.2K +61 +3%
OPS
348
Orion Portfolio Solutions
Nebraska
$829K +$23.2K +61 +3%
LFAS
349
Level Four Advisory Services
Texas
$805K +$805K +2,113 New
SF
350
Synovus Financial
Georgia
$803K +$9.14K +24 +1%
12 13
14
15 16