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Everest Group
EG

Overview Fund Activity

437 hedge funds and large institutions have $8.91B invested in Everest Group in 2020 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 137 increasing their positions, 178 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+7
Holders Change %
+1.63%
% of All Funds
7.75%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
58
Increased
137
Reduced
178
Closed
45
Calls
$36.2M
Puts
$23.5M
Net Calls
+$12.7M
Net Calls Change
+$15.2M

Top Buyers

1
NI
Nuance Investments
Missouri
+$154M
2
Capital International Investors
Capital International Investors
California
+$45.2M
3
APG Asset Management
APG Asset Management
Netherlands
+$43.7M
4
Boston Partners
Boston Partners
Massachusetts
+$30.2M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$25.4M

Top Sellers

1
BlackRock
BlackRock
New York
-$138M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$108M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$30.5M
4
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$27M
5
LSV Asset Management
LSV Asset Management
Illinois
-$26.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
351
Longfellow Investment Management
Massachusetts
$183K +$183K +778 New
AA
352
Ancora Advisors
Ohio
$181K – – –
TWI
353
Thomas White International
Illinois
$162K -$418K -1,780 -72%
HWA
354
Heritage Wealth Advisors
Virginia
$157K +$157K +669 New
ST
355
Smithfield Trust
Pennsylvania
$147K – – –
AIP
356
Ameritas Investment Partners
Nebraska
$146K – – –
Acadian Asset Management
357
Acadian Asset Management
Massachusetts
$137K +$45.7K +194 +50%
Bessemer Group
358
Bessemer Group
New Jersey
$135K – – –
BCV
359
Banque Cantonale Vaudoise
Switzerland
$127K – – –
FTDI
360
First Trust Direct Indexing
Massachusetts
$124K +$124K +528 New
OSAM
361
O'Shaughnessy Asset Management
Connecticut
$99K +$11.5K +49 +13%
TAIM
362
TD Ameritrade Investment Management
Nebraska
$98K -$6.35K -27 -6%
VCG
363
Vantage Consulting Group
Virginia
$96K +$96K +410 New
VCM
364
Versant Capital Management
Arizona
$75K – – –
ASN
365
Advisory Services Network
Georgia
$71K +$33.7K +143 +91%
PO
366
Private Ocean
California
$66K – – –
IA
367
Inspire Advisors
Idaho
$65K +$65K +278 New
CIA
368
CSat Investment Advisory
Michigan
$64K -$151K -646 -70%
PWM
369
Perigon Wealth Management
California
$63K +$63K +268 New
ADL
370
Asset Dedication LLC
California
$59K – – –
Fifth Third Bancorp
371
Fifth Third Bancorp
Ohio
$54K +$8.96K +38 +20%
AssetMark Inc
372
AssetMark Inc
California
$51K -$11.3K -48 -18%
AA
373
Addison Advisors
Vermont
$50K +$50K +212 New
FFC
374
First Financial Corp
Indiana
$47K – – –
QCG
375
Quadrant Capital Group
Ohio
$47K +$29.2K +125 +164%
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15
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