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Everest Group
EG

Overview Fund Activity

419 hedge funds and large institutions have $8.14B invested in Everest Group in 2019 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 153 increasing their positions, 158 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
-5
Holders Change %
-1.18%
% of All Funds
9.08%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.17%
New
49
Increased
153
Reduced
158
Closed
52
Calls
$25.5M
Puts
$4.02M
Net Calls
+$21.5M
Net Calls Change
-$1.97M

Top Buyers

1
Federated Hermes
Federated Hermes
Pennsylvania
+$36.7M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$34.3M
3
Boston Partners
Boston Partners
Massachusetts
+$26M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$23.1M
5
Franklin Resources
Franklin Resources
California
+$22.4M

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
-$67.7M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$56.9M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$43.6M
4
Wells Fargo
Wells Fargo
California
-$41.2M
5
SI
Scout Investments
Missouri
-$28.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
376
Rehmann Capital Advisory Group
Michigan
$18.7K – – –
VEA
377
Virtus ETF Advisers
New York
$16K – – –
GAM
378
Gemmer Asset Management
California
$16K – – –
AIM
379
Advantage Investment Management
Iowa
$16K +$3.51K +16 +28%
EFSCE
380
Enterprise Financial Services Corp (EFSC)
Missouri
$14K – – –
CTC
381
Central Trust Company
Missouri
$13K -$1.95K -9 -13%
LFA
382
Legacy Financial Advisors
Kentucky
$13K +$8.53K +40 +190%
TC
383
Truvestments Capital
Florida
$13K +$13K +59 New
ACA
384
Anchor Capital Advisors
Massachusetts
$12.6K +$975 +4,517 +8%
FHA
385
First Horizon Advisors
Tennessee
$9K – – –
SMFS
386
Squar Milner Financial Services
California
$9K +$9K +42 New
C
387
Cerebellum
California
$7K -$128K -623 -95%
APA
388
American Portfolios Advisors
New York
$6.51K +$6.51K +30 New
Fidelity International
389
Fidelity International
Bermuda
$6K – – –
PCP
390
Proficio Capital Partners
Massachusetts
$5K +$1.36K +6 +38%
PFO
391
Pathstone Family Office
New Jersey
$4K – – –
FMII
392
Farmers & Merchants Investments Inc
Nebraska
$4K +$471 +2 +13%
OWA
393
One Wealth Advisors
California
$4K +$4K +20 New
PCG
394
Private Capital Group
Connecticut
$3K -$5K -25 -63%
SWM
395
SeaCrest Wealth Management
New York
$3K -$214 -1 -7%
HR
396
Howe & Rusling
New York
$3K +$400 +2 +15%
VFA
397
Valeo Financial Advisors
Indiana
$3K +$429 +2 +17%
TA
398
TCG Advisors
Texas
$3K +$3K +13 New
AssetMark Inc
399
AssetMark Inc
California
$2K -$3.75K -15 -65%
FRA
400
Front Row Advisors
California
$2K – – –
14 15
16
17 18