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Everest Group
EG

Overview Fund Activity

685 hedge funds and large institutions have $14.6B invested in Everest Group in 2024 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 259 increasing their positions, 241 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
685
Holders Change
+20
Holders Change %
+3.01%
% of All Funds
9.12%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
97
Increased
259
Reduced
241
Closed
65
Calls
$141M
Puts
$124M
Net Calls
+$17.2M
Net Calls Change
+$69.9M

Top Buyers

1
VVP
Vulcan Value Partners
Alabama
+$261M
2
SCM
Sterling Capital Management
North Carolina
+$100M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$68.9M
4
DSC
Donald Smith & Co
New York
+$56.3M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$55.4M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$253M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$207M
3
First Trust Advisors
First Trust Advisors
Illinois
-$104M
4
ClearBridge Investments
ClearBridge Investments
New York
-$89.3M
5
BlackRock
BlackRock
New York
-$85.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ETC
351
Exchange Traded Concepts
Oklahoma
$1.02M +$136K +375 +15%
VF
352
Virtu Financial
New York
$1.01M +$1.01M +2,790 New
LAM
353
LECAP Asset Management
United Kingdom
$1.01M -$1.92M -5,300 -66%
ONB
354
Old National Bancorp
Indiana
$1.01M -$266K -734 -21%
NRD
355
Nebula Research & Development
New York
$1.01M +$1.01M +2,773 New
Cetera Investment Advisers
356
Cetera Investment Advisers
Illinois
$1M -$900K -2,483 -47%
LFAS
357
Level Four Advisory Services
Texas
$971K +$27.9K +77 +3%
BP
358
BNP Paribas
France
$959K – – –
TCM
359
Traynor Capital Management
Pennsylvania
$953K +$229K +631 +32%
GAM
360
Gotham Asset Management
New York
$949K +$111K +307 +13%
NAM
361
NorthCrest Asset Manangement
Minnesota
$944K -$1.45K -4 -0.2%
CAPTRUST Financial Advisors
362
CAPTRUST Financial Advisors
North Carolina
$938K +$95K +262 +11%
SG Americas Securities
363
SG Americas Securities
New York
$932K -$7.97M -21,986 -90%
CIBC Private Wealth Group
364
CIBC Private Wealth Group
Georgia
$915K -$49.7K -135 -5%
PAS
365
Point72 Asia (Singapore)
Singapore
$910K +$910K +2,511 New
DILIC
366
Dai-ichi Life Insurance Company
Japan
$885K -$417K -1,151 -32%
CB
367
Commerce Bank
Missouri
$871K +$5.07K +14 +0.6%
AWE
368
Avidian Wealth Enterprises
Texas
$870K +$27.5K +76 +3%
PFG
369
PAX Financial Group
Texas
$867K +$19.9K +55 +2%
MSRPS
370
Maryland State Retirement & Pension System
Maryland
$863K -$30.1K -83 -3%
M&T Bank
371
M&T Bank
New York
$861K -$87K -240 -9%
MGP
372
Metis Global Partners
California
$858K +$352K +972 +70%
OSAM
373
O'Shaughnessy Asset Management
Connecticut
$858K -$35.5K -98 -4%
CFAM
374
Center For Asset Management
Florida
$853K +$7.97K +22 +0.9%
SF
375
Synovus Financial
Georgia
$842K -$812K -2,239 -49%
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