EG icon

Everest Group
EG

Overview Fund Activity

623 hedge funds and large institutions have $15.3B invested in Everest Group in 2024 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 255 increasing their positions, 211 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
623
Holders Change
-11
Holders Change %
-1.74%
% of All Funds
9.06%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
63
Increased
255
Reduced
211
Closed
64
Calls
$32.8M
Puts
$47.8M
Net Calls
-$14.9M
Net Calls Change
+$9.39M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$112M
2
BlackRock
BlackRock
New York
+$94.8M
3
Invesco
Invesco
Georgia
+$93.8M
4
William Blair Investment Management
William Blair Investment Management
Illinois
+$51.3M
5
Man Group
Man Group
United Kingdom
+$40.2M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$75.3M
2
Los Angeles Capital Management
Los Angeles Capital Management
California
-$71.9M
3
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$57.7M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$54.7M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$38.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
376
CSS LLC
Illinois
$610K +$229K +600 +60%
Acadian Asset Management
377
Acadian Asset Management
Massachusetts
$601K +$601K +1,581 New
NRD
378
Nebula Research & Development
New York
$585K +$93.7K +246 +19%
ATC
379
Argent Trust Co
Tennessee
$585K – – –
NB
380
Norinchukin Bank
Japan
$583K +$12.6K +33 +2%
MIA
381
MeadowBrook Investment Advisors
Michigan
$573K +$1.14K +3 +0.2%
CAM
382
Cresset Asset Management
Illinois
$572K +$52.6K +138 +10%
AMIM
383
Aull & Monroe Investment Management
Alabama
$572K – – –
TRIA
384
Trail Ridge Investment Advisors
Colorado
$551K +$143K +374 +35%
BBVA
385
Banco Bilbao Vizcaya Argentaria
Spain
$546K -$5.71K -15 -1%
FHB
386
First Hawaiian Bank
Hawaii
$541K -$1.14K -3 -0.2%
LWAM
387
Legacy Wealth Asset Management
Minnesota
$537K +$4.95K +13 +0.9%
KRSITF
388
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$534K -$11.4K -30 -2%
MGP
389
Metis Global Partners
California
$522K -$5.72K -15 -1%
RP
390
Rowlandmiller & Partners
Georgia
$512K – – –
Capstone Investment Advisors
391
Capstone Investment Advisors
New York
$503K -$547K -1,435 -52%
AAS
392
Avantax Advisory Services
Texas
$501K +$233K +611 +87%
EGA
393
E&G Advisors
Texas
$500K -$11.4K -30 -2%
IMCOOI
394
Investment Management Corp of Ontario (IMCO)
Canada
$496K -$2.05M -5,378 -81%
NWWA
395
New Wave Wealth Advisors
Arkansas
$495K +$495K +1,299 New
EAM
396
Erste Asset Management
Austria
$495K – – –
MG
397
Mather Group
Illinois
$493K -$92.2K -232 -16%
O
398
Ossiam
France
$493K -$475K -1,247 -49%
HBCM
399
Heron Bay Capital Management
Michigan
$492K +$492K +1,291 New
AC
400
AXQ Capital
New Jersey
$490K -$577K -1,514 -54%
14 15
16
17 18