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Everest Group
EG

Overview Fund Activity

441 hedge funds and large institutions have $10.8B invested in Everest Group in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 138 increasing their positions, 180 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
+5
Holders Change %
+1.15%
% of All Funds
8.71%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
53
Increased
138
Reduced
180
Closed
37
Calls
$70.8M
Puts
$11.3M
Net Calls
+$59.5M
Net Calls Change
+$91.3M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$159M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$82.7M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$75.9M
4
Franklin Resources
Franklin Resources
California
+$75.2M
5
Victory Capital Management
Victory Capital Management
Texas
+$64.7M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$92.1M
2
Boston Partners
Boston Partners
Massachusetts
-$64.4M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$46.5M
4
PI
PGGM Investments
Netherlands
-$31.7M
5
SI
Scout Investments
Missouri
-$27.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
401
Gemmer Asset Management
California
$21K – – –
CFG
402
Citizens Financial Group
Rhode Island
$21K +$21K +77 New
EFSCE
403
Enterprise Financial Services Corp (EFSC)
Missouri
$19K – – –
Northwestern Mutual Wealth Management
404
Northwestern Mutual Wealth Management
Wisconsin
$16K -$3.86K -14 -19%
BBHC
405
Brown Brothers Harriman & Co
New York
$16K -$571 -2 -3%
FHA
406
First Horizon Advisors
Tennessee
$16K – – –
KC
407
Knuff & Co
California
$15K – – –
Rockefeller Capital Management
408
Rockefeller Capital Management
New York
$15K +$278 +1 +2%
PCM
409
Penserra Capital Management
California
$11K -$1.19M -4,542 -99%
Fidelity International
410
Fidelity International
Bermuda
$8K – – –
FPS
411
Fieldpoint Private Securities
Connecticut
$8K +$3.61K +14 +82%
FRA
412
Front Row Advisors
California
$7K – – –
CWM
413
Cranbrook Wealth Management
Michigan
$6K – – –
SQA
414
Simon Quick Advisors
New Jersey
$5K -$526 -2 -10%
FMII
415
Farmers & Merchants Investments Inc
Nebraska
$5K – – –
RIA
416
Realta Investment Advisors
Delaware
$5K – – –
ACM
417
Allred Capital Management
Texas
$4.15K +$4.15K +15 New
SPIA
418
Steward Partners Investment Advisory
New York
$4K -$7.2K -27 -64%
PCG
419
Private Capital Group
Connecticut
$4K – – –
VFA
420
Valeo Financial Advisors
Indiana
$4K – – –
CA
421
Crewe Advisors
Utah
$4K +$4K +13 New
SIC
422
Samalin Investment Counsel
New York
$4K +$4K +17 New
TFO
423
Tarbox Family Office
California
$3K – – –
CI
424
CX Institutional
Indiana
$3K – – –
AWA
425
Arkadios Wealth Advisors
Georgia
$2.33K +$2.33K +8 New
15 16
17
18 19