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Everest Group
EG

Overview Fund Activity

430 hedge funds and large institutions have $7.48B invested in Everest Group in 2020 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 139 increasing their positions, 179 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+8
Holders Change %
+1.9%
% of All Funds
8.7%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
48
Increased
139
Reduced
179
Closed
35
Calls
$15M
Puts
$17.5M
Net Calls
-$2.51M
Net Calls Change
-$11.8M

Top Buyers

1
SAM
Southeastern Asset Management
Tennessee
+$79.1M
2
Capital International Investors
Capital International Investors
California
+$67M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$48.6M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$47.8M
5
WRF
Waddell & Reed Financial
Kansas
+$29M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
-$81.5M
2
ESCM
Echo Street Capital Management
New York
-$35.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$32.7M
4
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$29.9M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$25.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
376
WhitTier Trust Company
Nevada
$23K +$23K +115 New
S
377
SignatureFD
Georgia
$21K – – –
BFEC
378
Benjamin F. Edwards & Company
Missouri
$20K – – –
First Manhattan
379
First Manhattan
New York
$20K +$769 +4 +4%
HFA
380
HC Financial Advisors
California
$19K +$19K +97 New
LFG
381
Larson Financial Group
Missouri
$17K +$17K +87 New
PA
382
Parallel Advisors
California
$16K -$10.9K -54 -41%
QCG
383
Quadrant Capital Group
Ohio
$15K -$789 -4 -5%
GAM
384
Gemmer Asset Management
California
$15K – – –
EFSCE
385
Enterprise Financial Services Corp (EFSC)
Missouri
$14K – – –
FHC
386
First Horizon Corporation
Tennessee
$14K +$14K +75 New
FHA
387
First Horizon Advisors
Tennessee
$13K – – –
PCM
388
Penserra Capital Management
California
$13K +$1.53K +8 +13%
PFS
389
Prospera Financial Services
Texas
$13K +$13K +65 New
FRA
390
Front Row Advisors
California
$12K +$5.52K +23 +85%
PFWA
391
Paces Ferry Wealth Advisors
Georgia
$12K +$12K +63 New
CTC
392
Central Trust Company
Missouri
$11K -$2.85K -15 -21%
SFS
393
Sowell Financial Services
Arkansas
$11K -$1K -5 -8%
ZB
394
Zions Bancorporation
Utah
$9K – – –
Rockefeller Capital Management
395
Rockefeller Capital Management
New York
$9K +$5.51K +30 +158%
Millennium Management
396
Millennium Management
New York
$8.44K +$1.06K +5,386 +14%
PWMG
397
Prestige Wealth Management Group
New Jersey
$8K – – –
SQA
398
Simon Quick Advisors
New Jersey
$7K – – –
SMG
399
Spectrum Management Group
Indiana
$6K +$1.36K +7 +29%
EW
400
Evoke Wealth
California
$5K – – –
14 15
16
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