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Everest Group
EG

Overview Fund Activity

685 hedge funds and large institutions have $14.6B invested in Everest Group in 2024 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 259 increasing their positions, 241 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
685
Holders Change
+20
Holders Change %
+3.01%
% of All Funds
9.12%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
97
Increased
259
Reduced
241
Closed
65
Calls
$141M
Puts
$124M
Net Calls
+$17.2M
Net Calls Change
+$69.9M

Top Buyers

1
VVP
Vulcan Value Partners
Alabama
+$261M
2
SCM
Sterling Capital Management
North Carolina
+$100M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$68.9M
4
DSC
Donald Smith & Co
New York
+$56.3M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$55.4M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$253M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$207M
3
First Trust Advisors
First Trust Advisors
Illinois
-$104M
4
ClearBridge Investments
ClearBridge Investments
New York
-$89.3M
5
BlackRock
BlackRock
New York
-$85.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSERS
376
Louisiana State Employees Retirement System
Louisiana
$834K -$36.2K -100 -4%
SAM
377
Securian Asset Management
Minnesota
$829K -$36.2K -100 -4%
HWM
378
HB Wealth Management
Georgia
$819K +$117K +324 +17%
DWP
379
Daymark Wealth Partners
Ohio
$816K – – –
CIA
380
Citadel Investment Advisory
Ohio
$807K – – –
ECA
381
Elevated Capital Advisors
Utah
$795K +$46K +127 +6%
RG
382
Renaissance Group
Kentucky
$765K -$154K -424 -17%
IIM
383
Ipswich Investment Management
Massachusetts
$761K +$761K +2,100 New
HSA
384
Hussman Strategic Advisors
Maryland
$761K +$761K +2,100 New
NMERB
385
New Mexico Educational Retirement Board
New Mexico
$761K – – –
DIA
386
Dana Investment Advisors
Wisconsin
$755K -$56.5K -156 -7%
GC
387
Guggenheim Capital
Illinois
$753K -$2.35M -6,490 -76%
WorldQuant Millennium Advisors
388
WorldQuant Millennium Advisors
New York
$753K +$393K +1,083 +109%
CIP
389
Capital Insight Partners
Arizona
$748K +$48.9K +135 +7%
CC
390
Centiva Capital
New York
$738K -$1.31M -3,616 -64%
CTA
391
Chesley Taft & Associates
Illinois
$735K -$203K -560 -22%
GCM
392
Graham Capital Management
Connecticut
$733K +$436K +1,203 +147%
DADC
393
D.A. Davidson & Co
Montana
$732K +$434K +1,198 +146%
TA
394
TFB Advisors
Kansas
$721K -$23.6K -65 -3%
SOS
395
Silver Oak Securities
Tennessee
$721K +$721K +2,005 New
DWM
396
Dakota Wealth Management
Florida
$705K +$11.6K +32 +2%
IG
397
ING Group
Netherlands
$704K -$86.6K -239 -11%
NA
398
NewEdge Advisors
Louisiana
$699K +$193K +532 +38%
NB
399
Norinchukin Bank
Japan
$698K +$54K +149 +8%
Capstone Investment Advisors
400
Capstone Investment Advisors
New York
$688K +$431K +1,189 +168%
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16
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