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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 %
WC
351
Wexford Capital
Florida
$800K +$229K +600 +40%
TPW
352
Transatlantique Private Wealth
New York
$799K +$18.9K +50 +2%
OCBCO
353
Oversea-Chinese Banking Corp (OCBC)
Singapore
$795K +$96K +252 +14%
HWM
354
HB Wealth Management
Georgia
$785K +$785K +2,059 New
DWP
355
Daymark Wealth Partners
Ohio
$781K – – –
Neuberger Berman Group
356
Neuberger Berman Group
New York
$766K +$16.8K +44 +2%
DWM
357
Dakota Wealth Management
Florida
$766K +$9.53K +25 +1%
TCM
358
Traynor Capital Management
Pennsylvania
$761K +$68.6K +180 +10%
GCA
359
Greenwood Capital Associates
South Carolina
$755K +$15.2K +40 +2%
LAM
360
Lingohr Asset Management
Germany
$748K – – –
ECA
361
Elevated Capital Advisors
Utah
$743K +$92.6K +243 +14%
Vontobel Holding
362
Vontobel Holding
Switzerland
$732K – – –
Commonwealth Equity Services
363
Commonwealth Equity Services
Massachusetts
$726K +$9.53K +25 +1%
Mirae Asset Global Investments
364
Mirae Asset Global Investments
South Korea
$726K +$726K +1,907 New
CIP
365
Capital Insight Partners
Arizona
$707K +$17.1K +45 +2%
National Bank of Canada
366
National Bank of Canada
Quebec, Canada
$701K +$1.51K +4 +0.2%
TA
367
TFB Advisors
Kansas
$682K +$3.05K +8 +0.4%
PWM
368
Perigon Wealth Management
California
$676K +$62.9K +165 +10%
LFA
369
Legend Financial Advisors
Pennsylvania
$673K +$10.3K +27 +2%
BCWM
370
Bartlett & Co Wealth Management
Ohio
$666K – – –
CIP
371
Chartwell Investment Partners
Pennsylvania
$659K -$766K -2,011 -54%
AAM
372
Advisors Asset Management
Colorado
$642K +$39.2K +103 +7%
UA
373
Unison Advisors
District of Columbia
$628K +$2.67K +7 +0.4%
BOS
374
Bank of Stockton
California
$613K -$36.2K -95 -6%
NA
375
NewEdge Advisors
Louisiana
$613K +$210K +552 +52%
13 14
15
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