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Everest Group
EG

Overview Fund Activity

419 hedge funds and large institutions have $8.14B invested in Everest Group in 2019 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 153 increasing their positions, 158 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
-5
Holders Change %
-1.18%
% of All Funds
9.08%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.17%
New
49
Increased
153
Reduced
158
Closed
52
Calls
$25.5M
Puts
$4.02M
Net Calls
+$21.5M
Net Calls Change
-$1.97M

Top Buyers

1
Federated Hermes
Federated Hermes
Pennsylvania
+$36.7M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$34.3M
3
Boston Partners
Boston Partners
Massachusetts
+$26M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$23.1M
5
Franklin Resources
Franklin Resources
California
+$22.4M

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
-$67.7M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$56.9M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$43.6M
4
Wells Fargo
Wells Fargo
California
-$41.2M
5
SI
Scout Investments
Missouri
-$28.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAW
401
Cornerstone Advisors (Washington)
Washington
$2K – – –
KPW
402
Kore Private Wealth
New York
$2K +$2K +7 New
CI
403
CX Institutional
Indiana
$2K +$2K +8 New
TWA
404
TCI Wealth Advisors
Arizona
$1K -$400 -2 -29%
TNBTD
405
Trustmark National Bank Trust Department
Mississippi
$1K – – –
MSA
406
Marino Stram & Associates
Massachusetts
$1K – – –
LC
407
Lindbrook Capital
California
$1K – – –
CFA
408
Carroll Financial Associates
North Carolina
$1K – – –
OSAM
409
O'Shaughnessy Asset Management
Connecticut
$1K +$400 +2 +67%
BWM
410
Baystate Wealth Management
Massachusetts
$1K +$1K +2 New
IRC
411
Investors Research Corp
Georgia
$1K +$1K +3 New
RIA
412
Realta Investment Advisors
Delaware
$1K +$1K +4 New
GWS
413
Glassman Wealth Services
Virginia
$1K +$1K +5 New
DWM
414
Destination Wealth Management
California
$1K +$1K +5 New
PFGIA
415
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$1K +6 New
AF
416
Advisornet Financial
Minnesota
$1K +$1K +6 New
GT
417
Glenmede Trust
Pennsylvania
$105 -$8 -38 -7%
Lord, Abbett & Co
418
Lord, Abbett & Co
New Jersey
– -$56.9M -261,251 Closed
SI
419
Scout Investments
Missouri
– -$28.4M -130,584 Closed
CTA
420
Carillon Tower Advisers
Florida
– -$19.7M -90,300 Closed
CVA
421
Ceredex Value Advisors
Florida
– -$17.2M -79,000 Closed
VCM
422
Voleon Capital Management
California
– -$3.7M -17,000 Closed
MWNA
423
Marshall Wace North America
New York
– -$2.76M -12,693 Closed
Two Sigma Investments
424
Two Sigma Investments
New York
– -$2.39M -10,951 Closed
CC
425
Cognios Capital
Kansas
– -$2.25M -10,351 Closed
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17
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