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Everest Group
EG

Overview Fund Activity

426 hedge funds and large institutions have $7.52B invested in Everest Group in 2020 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 149 increasing their positions, 157 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
-15
Holders Change %
-3.4%
% of All Funds
9.41%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
66
Increased
149
Reduced
157
Closed
75
Calls
$11.8M
Puts
$18.3M
Net Calls
-$6.54M
Net Calls Change
-$66M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$409M
2
Capital International Investors
Capital International Investors
California
$248M
3
Boston Partners
Boston Partners
Massachusetts
$419M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$84.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
$897M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$96.3M
2
VVP
Vulcan Value Partners
Alabama
$96.8M
3
SOMRS
State of Michigan Retirement System
Michigan
$24.9M
4
Pzena Investment Management
Pzena Investment Management
New York
$0
5
ZDA
Zweig-DiMenna Associates
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
401
Farmers & Merchants Investments Inc
Nebraska
$3K – – –
PCG
402
Private Capital Group
Connecticut
$3K – – –
BWM
403
BerganKDV Wealth Management
Minnesota
$2K +$727 +4 +57%
ABC
404
Associated Banc-Corp
Wisconsin
$2K +$2K +9 New
WT
405
Washington Trust
Rhode Island
$2K +$2K +9 New
CFGS
406
Concourse Financial Group Securities
Alabama
$2K +$2K +11 New
EW
407
Evoke Wealth
California
$1.92K +$770 +4 +67%
MAM
408
Meeder Asset Management
Ohio
$1K -$523K -2,613 -100%
CI
409
CX Institutional
Indiana
$1K -$667 -4 -40%
CFA
410
Carroll Financial Associates
North Carolina
$1K – – –
HR
411
Howe & Rusling
New York
$1K – – –
AF
412
Advisornet Financial
Minnesota
$1K – – –
JFA
413
JNBA Financial Advisors
Minnesota
$1K – – –
BCA
414
Berman Capital Advisors
Georgia
$1K – – –
IRC
415
Investors Research Corp
Georgia
$1K – – –
LC
416
Lindbrook Capital
California
$1K – – –
BL
417
Balentine LLC
Georgia
$1K +$1K +3 New
PFBT
418
Parkside Financial Bank & Trust
Missouri
$1K +$571 +4 +133%
OPS
419
Orion Portfolio Solutions
Nebraska
$1K +$1K +5 New
EI
420
Ellevest Inc
New York
$1K +$1K +5 New
AWA
421
Arkadios Wealth Advisors
Georgia
$192 -$1.34K -7 -88%
Pzena Investment Management
422
Pzena Investment Management
New York
– -$32.4M -116,954 Closed
ZDA
423
Zweig-DiMenna Associates
New York
– -$32M -115,439 Closed
SC
424
Samlyn Capital
New York
– -$15.2M -54,944 Closed
IP
425
Interval Partners
New York
– -$12.3M -44,252 Closed
15 16
17
18 19