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Everest Group
EG

Overview Fund Activity

422 hedge funds and large institutions have $7.83B invested in Everest Group in 2020 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 151 increasing their positions, 169 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
-4
Holders Change %
-0.94%
% of All Funds
8.67%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
55
Increased
151
Reduced
169
Closed
58
Calls
$38.1M
Puts
$28.8M
Net Calls
+$9.3M
Net Calls Change
+$15.8M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$86.9M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$86.2M
3
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
+$59.4M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$55.4M
5
LSV Asset Management
LSV Asset Management
Illinois
+$39.3M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
-$195M
2
Victory Capital Management
Victory Capital Management
Texas
-$192M
3
VVP
Vulcan Value Partners
Alabama
-$96.8M
4
Invesco
Invesco
Georgia
-$71.3M
5
Goldman Sachs
Goldman Sachs
New York
-$38.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
376
Gemmer Asset Management
California
$16K – – –
CTC
377
Central Trust Company
Missouri
$15K -$27.7K -135 -65%
EFSCE
378
Enterprise Financial Services Corp (EFSC)
Missouri
$15K – – –
FHA
379
First Horizon Advisors
Tennessee
$14K -$1.78K -9 -11%
BCA
380
Berman Capital Advisors
Georgia
$13K +$11.8K +59 +983%
SFS
381
Sowell Financial Services
Arkansas
$12K -$12.8K -64 -52%
IA
382
IFP Advisors
Florida
$12K -$5.47K -26 -31%
PCM
383
Penserra Capital Management
California
$12K +$400 +2 +3%
BL
384
Balentine LLC
Georgia
$11K +$10.4K +48 +1,600%
Northwestern Mutual Wealth Management
385
Northwestern Mutual Wealth Management
Wisconsin
$10K -$14.6K -70 -59%
PWMG
386
Prestige Wealth Management Group
New Jersey
$9K -$7.54K -36 -46%
ZB
387
Zions Bancorporation
Utah
$9K +$1K +5 +13%
NIMC
388
NWQ Investment Management Company
California
$8.04K +$7.46K +36,178 +1,286%
RFA
389
Reilly Financial Advisors
California
$8K -$1.03M -5,148 -99%
SQA
390
Simon Quick Advisors
New Jersey
$7K +$7K +36 New
Fidelity International
391
Fidelity International
Bermuda
$6K – – –
SC
392
Stralem & Co
New York
$6K – – –
FRA
393
Front Row Advisors
California
$6K – – –
VFA
394
Valeo Financial Advisors
Indiana
$6K +$2.22K +10 +59%
SFM
395
Systematic Financial Management
New Jersey
$6K +$6K +30 New
SMG
396
Spectrum Management Group
Indiana
$5K – – –
EW
397
Evoke Wealth
California
$5K +$2.83K +13 +130%
CI
398
CX Institutional
Indiana
$5K +$3.75K +18 +300%
Rockefeller Capital Management
399
Rockefeller Capital Management
New York
$4K -$2.53K -12 -39%
CWM
400
Cranbrook Wealth Management
Michigan
$4K – – –
14 15
16
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