EG icon

Everest Group
EG

Overview Fund Activity

437 hedge funds and large institutions have $8.91B invested in Everest Group in 2020 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 137 increasing their positions, 178 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+7
Holders Change %
+1.63%
% of All Funds
7.75%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
58
Increased
137
Reduced
178
Closed
45
Calls
$36.2M
Puts
$23.5M
Net Calls
+$12.7M
Net Calls Change
+$15.2M

Top Buyers

1
NI
Nuance Investments
Missouri
+$154M
2
Capital International Investors
Capital International Investors
California
+$45.2M
3
APG Asset Management
APG Asset Management
Netherlands
+$43.7M
4
Boston Partners
Boston Partners
Massachusetts
+$30.2M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$25.4M

Top Sellers

1
BlackRock
BlackRock
New York
-$138M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$108M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$30.5M
4
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$27M
5
LSV Asset Management
LSV Asset Management
Illinois
-$26.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPS
401
Fieldpoint Private Securities
Connecticut
$8K +$8K +33 New
WWM
402
Wolff Wiese Magana
California
$7K +$7K +32 New
PWMG
403
Prestige Wealth Management Group
New Jersey
$5K -$4.77K -21 -49%
FMII
404
Farmers & Merchants Investments Inc
Nebraska
$5K – – –
CWM
405
Cranbrook Wealth Management
Michigan
$5K – – –
PB
406
Pinnacle Bancorp
Nebraska
$5K – – –
EW
407
Evoke Wealth
California
$5K – – –
Northwestern Mutual Wealth Management
408
Northwestern Mutual Wealth Management
Wisconsin
$5K – – –
RPWA
409
Regent Peak Wealth Advisors
Georgia
$5K +$5K +20 New
Rockefeller Capital Management
410
Rockefeller Capital Management
New York
$4K -$6.32K -30 -61%
PCG
411
Private Capital Group
Connecticut
$4K – – –
PMFA
412
Plante Moran Financial Advisors
Michigan
$4K +$4K +15 New
VFA
413
Valeo Financial Advisors
Indiana
$3K – – –
ABC
414
Associated Banc-Corp
Wisconsin
$3K – – –
TFO
415
Tarbox Family Office
California
$3K – – –
IA
416
IFP Advisors
Florida
$3K – – –
HR
417
Howe & Rusling
New York
$3K +$231 +1 +8%
BWM
418
BerganKDV Wealth Management
Minnesota
$3K +$462 +2 +18%
BCA
419
Berman Capital Advisors
Georgia
$3K +$1.93K +9 +180%
AIG
420
American International Group
New York
$2.97K -$111 -474 -4%
WT
421
Washington Trust
Rhode Island
$2K -$286 -1 -13%
CFD
422
Creative Financial Designs
Indiana
$2K – – –
SFO
423
Standard Family Office
South Dakota
$2K +$2K +7 New
JFA
424
JNBA Financial Advisors
Minnesota
$1K – – –
CFA
425
Carroll Financial Associates
North Carolina
$1K – – –
15 16
17
18 19