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Everest Group
EG

Overview Fund Activity

451 hedge funds and large institutions have $9.49B invested in Everest Group in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 156 increasing their positions, 179 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
-10
Holders Change %
-2.17%
% of All Funds
7.87%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
47
Increased
156
Reduced
179
Closed
52
Calls
$17M
Puts
$9.86M
Net Calls
+$7.11M
Net Calls Change
+$5.18M

Top Buyers

1
AGA
Altrinsic Global Advisors
Connecticut
$166M
2
Los Angeles Capital Management
Los Angeles Capital Management
California
$154M
3
Franklin Resources
Franklin Resources
California
$450M
4
PCM
Prana Capital Management
Connecticut
$30.6M
5
SSA
Schonfeld Strategic Advisors
New York
$31M

Top Sellers

1
BlackRock
BlackRock
New York
$712M
2
Capital International Investors
Capital International Investors
California
$406M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$48.3M
4
Swiss National Bank
Swiss National Bank
Switzerland
$41.1M
5
CSPAM
Cary Street Partners Asset Management
Virginia
$4.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
376
Advisory Services Network
Georgia
$70K +$70K +280 New
Rockefeller Capital Management
377
Rockefeller Capital Management
New York
$66K +$50.4K +200 +323%
IA
378
IFP Advisors
Florida
$64K +$1.55K +6 +2%
WTC
379
WhitTier Trust Company
Nevada
$64K +$5.27K +21 +9%
PCH
380
Polar Capital Holdings
United Kingdom
$63.8K – – –
ADL
381
Asset Dedication LLC
California
$63K – – –
VCM
382
Versant Capital Management
Arizona
$61K -$21K -83 -26%
SOW
383
State of Wyoming
Wyoming
$61K +$61K +243 New
KFI
384
Key Financial Inc
Pennsylvania
$60K +$60K +237 New
AA
385
Addison Advisors
Vermont
$53K +$53K +212 New
IWP
386
IAG Wealth Partners
Wisconsin
$51K +$505 +2 +1%
FFC
387
First Financial Corp
Indiana
$50K – – –
QCG
388
Quadrant Capital Group
Ohio
$49K – – –
M1FG
389
Mach-1 Financial Group
Arkansas
$48K +$12.7K +51 +36%
PI
390
PineBridge Investments
New York
$47K -$2.93M -11,729 -98%
APA
391
American Portfolios Advisors
New York
$45.2K +$2.51K +10 +6%
Fifth Third Bancorp
392
Fifth Third Bancorp
Ohio
$45K -$9.61K -38 -18%
ETC
393
Exchange Traded Concepts
Oklahoma
$45K +$45K +179 New
HWMA
394
Heritage Wealth Management (Arizona)
Arizona
$38K – – –
GWSG
395
GPS Wealth Strategies Group
Colorado
$38K – – –
PA
396
Parallel Advisors
California
$37K +$5.36K +21 +17%
KFP
397
KB Financial Partners
New Jersey
$26K -$3.31K -13 -11%
GAM
398
Gemmer Asset Management
California
$23K +$3.58K +14 +18%
WAM
399
Wolverine Asset Management
Illinois
$23K +$23K +92 New
LFG
400
Larson Financial Group
Missouri
$22K +$250 +1 +1%
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16
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