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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 %
TI
326
Tidal Investments
Wisconsin
$1.26M -$522K -1,333 -29%
IA
327
Icon Advisers
Colorado
$1.25M – – –
DFCM
328
Dark Forest Capital Management
Puerto Rico
$1.24M +$1.24M +3,170 New
TRSOTSOK
329
Teachers Retirement System of the State of Kentucky
Kentucky
$1.24M -$117K -299 -9%
LA
330
LBP AM
France
$1.2M -$1.03M -2,624 -46%
FTDI
331
First Trust Direct Indexing
Massachusetts
$1.2M -$58.8K -150 -5%
KRS
332
Kentucky Retirement Systems
Kentucky
$1.18M -$102K -260 -8%
Squarepoint
333
Squarepoint
New York
$1.16M +$38K +97 +3%
FLPIM
334
F.L. Putnam Investment Management
Massachusetts
$1.16M +$129K +346 +12%
BCG
335
BayBridge Capital Group
California
$1.15M +$36.8K +94 +3%
Cambridge Investment Research Advisors
336
Cambridge Investment Research Advisors
Iowa
$1.14M +$264K +673 +30%
PL
337
Polianta Ltd
Jersey
$1.14M – – –
ECM
338
Everence Capital Management
Indiana
$1.11M – – –
MSU
339
Mizuho Securities USA
New York
$1.1M -$217K -554 -16%
Mirae Asset Global Investments
340
Mirae Asset Global Investments
South Korea
$1.1M +$343K +869 +46%
ET
341
Entropy Technologies
New York
$1.06M +$1.06M +2,702 New
BP
342
BNP Paribas
France
$1.05M – – –
CIBC Private Wealth Group
343
CIBC Private Wealth Group
Georgia
$1.03M +$78.4K +200 +8%
M&T Bank
344
M&T Bank
New York
$1.03M -$308K -787 -23%
NAM
345
NorthCrest Asset Manangement
Minnesota
$1.02M +$392 +1 +0%
CTA
346
Chesley Taft & Associates
Illinois
$1.01M -$1.96K -5 -0.2%
PP
347
Prudential plc
United Kingdom
$1.01M +$1.01M +2,573 New
RG
348
Renaissance Group
Kentucky
$993K -$31.8M -81,060 -97%
Creative Planning
349
Creative Planning
Kansas
$984K -$10.2K -26 -1%
OSAM
350
O'Shaughnessy Asset Management
Connecticut
$982K -$46.6K -117 -5%
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14
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