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Everest Group
EG

Overview Fund Activity

426 hedge funds and large institutions have $7.52B invested in Everest Group in 2020 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 149 increasing their positions, 157 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
-15
Holders Change %
-3.4%
% of All Funds
9.41%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
66
Increased
149
Reduced
157
Closed
75
Calls
$11.8M
Puts
$18.3M
Net Calls
-$6.54M
Net Calls Change
-$66M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$270M
2
Capital International Investors
Capital International Investors
California
+$83.1M
3
Boston Partners
Boston Partners
Massachusetts
+$63.7M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$33.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$19.7M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$156M
2
VVP
Vulcan Value Partners
Alabama
-$99.5M
3
SOMRS
State of Michigan Retirement System
Michigan
-$36.1M
4
Pzena Investment Management
Pzena Investment Management
New York
-$32.4M
5
ZDA
Zweig-DiMenna Associates
New York
-$32M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
376
Northwestern Mutual Wealth Management
Wisconsin
$22K +$11.2K +60 +103%
ASN
377
Advisory Services Network
Georgia
$20K -$2.1K -11 -9%
First Manhattan
378
First Manhattan
New York
$19K – – –
BFEC
379
Benjamin F. Edwards & Company
Missouri
$19K – – –
IA
380
IFP Advisors
Florida
$18K -$3.25K -15 -15%
HFM
381
Harvest Fund Management
China
$16K – – –
GAM
382
Gemmer Asset Management
California
$15K – – –
FHA
383
First Horizon Advisors
Tennessee
$15K +$3.94K +21 +36%
EDRH
384
Edmond de Rothschild Holding
Switzerland
$15K +$15K +79 New
PWMG
385
Prestige Wealth Management Group
New Jersey
$15K +$15K +79 New
EFSCE
386
Enterprise Financial Services Corp (EFSC)
Missouri
$14K +$789 +4 +6%
WT
387
Whittier Trust
California
$12K -$100K -535 -89%
NFG
388
Next Financial Group
Texas
$12K +$12K +61 New
PCM
389
Penserra Capital Management
California
$10K +$2.76K +16 +38%
AT
390
Arden Trust
Delaware
$10K +$10K +51 New
CFG
391
Citizens Financial Group
Rhode Island
$9K -$6.4K -32 -42%
ZB
392
Zions Bancorporation
Utah
$8K -$11K -55 -58%
Rockefeller Capital Management
393
Rockefeller Capital Management
New York
$6K -$4.45K -23 -43%
Fidelity International
394
Fidelity International
Bermuda
$5K -$741 -4 -13%
FRA
395
Front Row Advisors
California
$5K +$556 +3 +13%
SMG
396
Spectrum Management Group
Indiana
$5K +$5K +24 New
SC
397
Stralem & Co
New York
$5K +$5K +27 New
CWM
398
Cranbrook Wealth Management
Michigan
$4K – – –
VFA
399
Valeo Financial Advisors
Indiana
$4K +$706 +3 +21%
TFO
400
Tarbox Family Office
California
$4K +$1.82K +10 +83%
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16
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