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Everest Group
EG

Overview Fund Activity

430 hedge funds and large institutions have $7.48B invested in Everest Group in 2020 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 139 increasing their positions, 179 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+8
Holders Change %
+1.9%
% of All Funds
8.7%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
48
Increased
139
Reduced
179
Closed
35
Calls
$15M
Puts
$17.5M
Net Calls
-$2.51M
Net Calls Change
-$11.8M

Top Buyers

1
SAM
Southeastern Asset Management
Tennessee
+$79.1M
2
Capital International Investors
Capital International Investors
California
+$67M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$48.6M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$47.8M
5
WRF
Waddell & Reed Financial
Kansas
+$29M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
-$81.5M
2
ESCM
Echo Street Capital Management
New York
-$35.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$32.7M
4
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$29.9M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$25.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity International
401
Fidelity International
Bermuda
$5K – – –
CI
402
CX Institutional
Indiana
$5K – – –
MAM
403
Meeder Asset Management
Ohio
$5K +$1.6K +8 +47%
PB
404
Pinnacle Bancorp
Nebraska
$5K +$5K +23 New
Northwestern Mutual Wealth Management
405
Northwestern Mutual Wealth Management
Wisconsin
$4K -$4.73K -26 -54%
CWM
406
Cranbrook Wealth Management
Michigan
$4K – – –
FMII
407
Farmers & Merchants Investments Inc
Nebraska
$4K – – –
IA
408
IFP Advisors
Florida
$3K -$10.2K -44 -77%
VFA
409
Valeo Financial Advisors
Indiana
$3K -$2.79K -13 -48%
PCG
410
Private Capital Group
Connecticut
$3K – – –
ABC
411
Associated Banc-Corp
Wisconsin
$3K – – –
WT
412
Washington Trust
Rhode Island
$2K -$38.8K -155 -95%
CFD
413
Creative Financial Designs
Indiana
$2K – – –
TFO
414
Tarbox Family Office
California
$2K – – –
BWM
415
BerganKDV Wealth Management
Minnesota
$2K – – –
HR
416
Howe & Rusling
New York
$2K +$500 +3 +33%
EI
417
Ellevest Inc
New York
$1K -$2.8K -14 -74%
IRC
418
Investors Research Corp
Georgia
$1K -$1K -3 -50%
CWC
419
Carolinas Wealth Consulting
North Carolina
$1K – – –
AF
420
Advisornet Financial
Minnesota
$1K – – –
CFA
421
Carroll Financial Associates
North Carolina
$1K – – –
JFA
422
JNBA Financial Advisors
Minnesota
$1K – – –
LC
423
Lindbrook Capital
California
$1K – – –
PWM
424
Provident Wealth Management
Tennessee
$1K +$1K +6 New
CA
425
Crewe Advisors
Utah
$1K +$1K +7 New
15 16
17
18 19