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Everest Group
EG

Overview Fund Activity

634 hedge funds and large institutions have $16.1B invested in Everest Group in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 216 increasing their positions, 265 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
-27
Holders Change %
-4.08%
% of All Funds
9.19%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
70
Increased
216
Reduced
265
Closed
92
Calls
$41.1M
Puts
$65.4M
Net Calls
-$24.3M
Net Calls Change
+$25.1M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$741M
2
Boston Partners
Boston Partners
Massachusetts
+$107M
3
KBC Group
KBC Group
Belgium
+$107M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$105M
5
Franklin Resources
Franklin Resources
California
+$90.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$291M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$231M
3
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$109M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$79.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$69.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
351
Gotham Asset Management
New York
$915K -$436K -1,098 -32%
TWD
352
True Wealth Design
Ohio
$913K +$913K +2,296 New
CIA
353
Citadel Investment Advisory
Ohio
$895K -$38.9K -98 -4%
NMERB
354
New Mexico Educational Retirement Board
New Mexico
$875K – – –
EF
355
Empowered Funds
Pennsylvania
$874K -$35.8K -90 -4%
SEC
356
Seven Eight Capital
New York
$869K +$869K +2,186 New
PI
357
PEAK6 Investments
Illinois
$867K -$35K -88 -4%
CAN
358
Cetera Advisor Networks
California
$866K +$85.1K +214 +11%
VF
359
Vest Financial
Virginia
$853K +$853K +2,146 New
LAM
360
LECAP Asset Management
United Kingdom
$846K -$2.39K -6 -0.3%
VPIM
361
Vanguard Personalized Indexing Management
California
$841K -$499K -1,256 -37%
BCI
362
Brinker Capital Investments
Pennsylvania
$841K -$55.7K -140 -6%
OPS
363
Orion Portfolio Solutions
Nebraska
$841K -$55.7K -140 -6%
APWM
364
Atlas Private Wealth Management
New York
$834K – – –
SF
365
Synovus Financial
Georgia
$828K -$151K -380 -15%
RJFSA
366
Raymond James Financial Services Advisors
Florida
$826K -$412K -1,036 -33%
TPW
367
Transatlantique Private Wealth
New York
$819K -$46.1K -116 -5%
CT
368
ClearAlpha Technologies
Connecticut
$816K +$78.7K +198 +11%
DWP
369
Daymark Wealth Partners
Ohio
$815K – – –
SGAM
370
Smith Group Asset Management
Texas
$801K -$138K -346 -15%
DWM
371
Dakota Wealth Management
Florida
$789K +$789K +1,985 New
Neuberger Berman Group
372
Neuberger Berman Group
New York
$782K -$363K -912 -32%
LAM
373
Lingohr Asset Management
Germany
$780K +$119K +300 +18%
GCA
374
Greenwood Capital Associates
South Carolina
$772K -$15.1K -38 -2%
Vontobel Holding
375
Vontobel Holding
Switzerland
$764K +$22.7K +57 +3%
13 14
15
16 17