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Everest Group
EG

Overview Fund Activity

461 hedge funds and large institutions have $9.26B invested in Everest Group in 2021 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 157 increasing their positions, 168 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
+24
Holders Change %
+5.49%
% of All Funds
8.12%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
64
Increased
157
Reduced
168
Closed
36
Calls
$15.4M
Puts
$13.5M
Net Calls
+$1.93M
Net Calls Change
-$10.8M

Top Buyers

1
Los Angeles Capital Management
Los Angeles Capital Management
California
$55.7M
2
MHI
Miller Howard Investments
New York
$39.6M
3
Franklin Resources
Franklin Resources
California
$387M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$62.8M
5
Boston Partners
Boston Partners
Massachusetts
$611M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$463M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$77.7M
3
Viking Global Investors
Viking Global Investors
Connecticut
$0
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$15.5M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$70.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIM
351
Essex Investment Management
Massachusetts
$271K -$2.97K -12 -1%
MYIA
352
Mount Yale Investment Advisors
Colorado
$270K +$270K +1,091 New
JF
353
Jump Financial
Illinois
$260K -$3.47K -14 -1%
Janney Montgomery Scott
354
Janney Montgomery Scott
Pennsylvania
$253K -$1.08M -4,349 -81%
FMBTD
355
First Midwest Bank Trust Division
Illinois
$246K -$5.94K -24 -2%
AC
356
Allstate Corporation
Illinois
$238K – – –
P
357
Pitcairn
Pennsylvania
$232K -$1.49K -6 -0.6%
CCA
358
Checchi Capital Advisers
California
$232K +$8.42K +34 +4%
GC
359
Globeflex Capital
California
$221K +$221K +891 New
BBVA
360
Banco Bilbao Vizcaya Argentaria
Spain
$220K +$3.96K +16 +2%
BC
361
Bridgefront Capital
Texas
$214K +$214K +862 New
CCG
362
Cypress Capital Group
Florida
$212K +$212K +854 New
KFC
363
Klingenstein Fields & Co
New York
$211K +$211K +850 New
AAS
364
Avantax Advisory Services
Texas
$209K +$209K +840 New
PGFC
365
Peapack-Gladstone Financial Corp
New Jersey
$209K +$209K +843 New
FHB
366
First Hawaiian Bank
Hawaii
$204K +$204K +826 New
LIM
367
Longfellow Investment Management
Massachusetts
$193K – – –
AA
368
Ancora Advisors
Ohio
$192K – – –
TWI
369
Thomas White International
Illinois
$171K – – –
AAM
370
Advisors Asset Management
Colorado
$162K +$162K +655 New
ST
371
Smithfield Trust
Pennsylvania
$156K – – –
AIP
372
Ameritas Investment Partners
Nebraska
$155K – – –
Bessemer Group
373
Bessemer Group
New Jersey
$143K – – –
CSPIA
374
Cary Street Partners Investment Advisory
Virginia
$138K -$106K -425 -43%
WB
375
Webster Bank
Connecticut
$124K +$124K +500 New
13 14
15
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