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Everest Group
EG

Overview Fund Activity

461 hedge funds and large institutions have $9.31B invested in Everest Group in 2021 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 153 increasing their positions, 167 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
+10
Holders Change %
+2.22%
% of All Funds
8.1%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
61
Increased
153
Reduced
167
Closed
45
Calls
$14M
Puts
$21.9M
Net Calls
-$7.86M
Net Calls Change
-$15M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$146M
2
BlackRock
BlackRock
New York
$782M
3
Man Group
Man Group
United Kingdom
$69.7M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$265M
5
Franklin Resources
Franklin Resources
California
$475M

Top Sellers

1
SGAM
Smith Group Asset Management
Texas
$18.7M
2
SAM
Southeastern Asset Management
Tennessee
$0
3
Capital International Investors
Capital International Investors
California
$336M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
5
Aviva
Aviva
United Kingdom
$3.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
401
Achmea Investment Management
Netherlands
$28K +$28K +111 New
S
402
SignatureFD
Georgia
$24K +$1.98K +8 +9%
GAM
403
Gemmer Asset Management
California
$23K – – –
CI
404
CX Institutional
Indiana
$23K +$3.71K +15 +19%
LFG
405
Larson Financial Group
Missouri
$22K +$247 +1 +1%
FHA
406
First Horizon Advisors
Tennessee
$20K +$9.63K +39 +93%
CFA
407
Cahill Financial Advisors
Minnesota
$16K +$16K +63 New
AP
408
Atwood & Palmer
Missouri
$15K – – –
ZB
409
Zions Bancorporation
Utah
$15K +$2.95K +12 +24%
Optiver Holding
410
Optiver Holding
Netherlands
$15K +$15K +61 New
PSB
411
Piscataqua Savings Bank
New Hampshire
$13K – – –
FPS
412
Fieldpoint Private Securities
Connecticut
$13K +$5.4K +22 +71%
AF
413
Allworth Financial
California
$13K +$13K +50 New
MUMSS
414
Mitsubishi UFJ Morgan Stanley Securities
Japan
$10K +$10K +40 New
KIG
415
Kowal Investment Group
Wisconsin
$9K +$9K +34 New
FRA
416
Front Row Advisors
California
$6K -$4.5K -18 -43%
PB
417
Pinnacle Bancorp
Nebraska
$6K – – –
BCA
418
Berman Capital Advisors
Georgia
$6K – – –
DFCM
419
Dark Forest Capital Management
Puerto Rico
$6K +$6K +23 New
IA
420
IFP Advisors
Florida
$5K -$63.9K -230 -93%
EW
421
Evoke Wealth
California
$5K – – –
PFBT
422
Parkside Financial Bank & Trust
Missouri
$5K – – –
CWM
423
Cranbrook Wealth Management
Michigan
$5K – – –
FMII
424
Farmers & Merchants Investments Inc
Nebraska
$5K – – –
MCM
425
MV Capital Management
Maryland
$5K +$1.94K +7 +64%
15 16
17
18 19