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Everest Group
EG

Overview Fund Activity

461 hedge funds and large institutions have $9.26B invested in Everest Group in 2021 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 157 increasing their positions, 168 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
+24
Holders Change %
+5.49%
% of All Funds
8.12%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
64
Increased
157
Reduced
168
Closed
36
Calls
$15.4M
Puts
$13.5M
Net Calls
+$1.93M
Net Calls Change
-$10.8M

Top Buyers

1
Los Angeles Capital Management
Los Angeles Capital Management
California
$55.7M
2
MHI
Miller Howard Investments
New York
$39.6M
3
Franklin Resources
Franklin Resources
California
$387M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$62.8M
5
Boston Partners
Boston Partners
Massachusetts
$611M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$463M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$77.7M
3
Viking Global Investors
Viking Global Investors
Connecticut
$0
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$15.5M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$70.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
376
Heritage Wealth Advisors
Virginia
$123K -$42.6K -172 -26%
BCV
377
Banque Cantonale Vaudoise
Switzerland
$120K -$14.6K -59 -11%
OSAM
378
O'Shaughnessy Asset Management
Connecticut
$112K +$7.2K +29 +7%
IFAM
379
Institutional & Family Asset Management
Colorado
$105K +$105K +422 New
SIM
380
Sentry Investment Management
Wisconsin
$98K -$473K -1,913 -83%
TAIM
381
TD Ameritrade Investment Management
Nebraska
$98K – – –
VCM
382
Versant Capital Management
Arizona
$80K – – –
CIA
383
CSat Investment Advisory
Michigan
$80K +$12K +48 +18%
PO
384
Private Ocean
California
$70K – – –
ADL
385
Asset Dedication LLC
California
$62K – – –
WTC
386
WhitTier Trust Company
Nevada
$58K +$18.1K +73 +45%
EVM
387
Eaton Vance Management
Massachusetts
$58K +$58K +233 New
IA
388
IFP Advisors
Florida
$56K +$53K +229 +1,762%
Fifth Third Bancorp
389
Fifth Third Bancorp
Ohio
$54K -$3.25K -13 -6%
FFC
390
First Financial Corp
Indiana
$50K – – –
IWP
391
IAG Wealth Partners
Wisconsin
$50K +$50K +200 New
QCG
392
Quadrant Capital Group
Ohio
$48K -$1.48K -6 -3%
APA
393
American Portfolios Advisors
New York
$42.2K +$1.49K +6 +4%
HNB
394
Huntington National Bank
Ohio
$40K – – –
HWMA
395
Heritage Wealth Management (Arizona)
Arizona
$37K +$37K +150 New
GWSG
396
GPS Wealth Strategies Group
Colorado
$37K +$37K +152 New
M1FG
397
Mach-1 Financial Group
Arkansas
$35K -$9.86K -40 -22%
PA
398
Parallel Advisors
California
$31K -$3K -12 -9%
AssetMark Inc
399
AssetMark Inc
California
$28K -$24.6K -101 -47%
KFP
400
KB Financial Partners
New Jersey
$28K +$28K +115 New
14 15
16
17 18