EG icon

Everest Group
EG

Overview Fund Activity

576 hedge funds and large institutions have $13.6B invested in Everest Group in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 215 increasing their positions, 198 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
–
Holders Change %
0%
% of All Funds
9.08%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
76
Increased
215
Reduced
198
Closed
74
Calls
$37.4M
Puts
$62.8M
Net Calls
-$25.4M
Net Calls Change
-$28.9M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$550M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$355M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$149M
4
BlackRock
BlackRock
New York
+$84.8M
5
ZP
Zimmer Partners
New York
+$81.2M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$531M
2
Boston Partners
Boston Partners
Massachusetts
-$123M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$115M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$90.6M
5
Millennium Management
Millennium Management
New York
-$88.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWPCG
401
Measured Wealth Private Client Group
New Hampshire
$435K +$200K +586 +86%
DADC
402
D.A. Davidson & Co
Montana
$429K +$18.5K +54 +5%
CCA
403
Checchi Capital Advisers
California
$428K -$11.6K -34 -3%
JFG
404
Jefferies Financial Group
New York
$427K -$91.3K -267 -18%
OTL
405
Oak Thistle LLC
New York
$427K +$427K +1,248 New
HIM
406
Hillsdale Investment Management
Ontario, Canada
$420K -$3.42K -10 -0.8%
TCM
407
Traynor Capital Management
Pennsylvania
$416K – – –
APWM
408
Atlas Private Wealth Management
New York
$410K -$17.1K -50 -4%
SC
409
SRB Corp
Massachusetts
$407K +$83.8K +245 +26%
GCA
410
Greenwood Capital Associates
South Carolina
$401K +$401K +1,173 New
ACA
411
Atlas Capital Advisors
Wyoming
$400K -$82K -240 -17%
MM
412
MQS Management
New York
$386K +$73.2K +214 +23%
TMAM
413
Tokio Marine Asset Management
Japan
$378K +$59.8K +175 +19%
AIA
414
Arrow Investment Advisors
Maryland
$377K -$47.9K -140 -11%
WSC
415
Wellington Shields & Co
New York
$376K – – –
MCM
416
MAI Capital Management
Ohio
$372K -$1.37K -4 -0.4%
TRIA
417
Trail Ridge Investment Advisors
Colorado
$371K -$14.7K -43 -4%
NA
418
NewEdge Advisors
Louisiana
$362K +$7.86K +23 +2%
BAM
419
Blueshift Asset Management
New Jersey
$362K +$362K +1,058 New
CTA
420
Chesley Taft & Associates
Illinois
$361K +$15.4K +45 +4%
GCM
421
Graham Capital Management
Connecticut
$350K -$50.3K -147 -13%
WG
422
Winton Group
United Kingdom
$342K -$1.44M -4,203 -81%
MC
423
Moors & Cabot
Massachusetts
$342K – – –
SWP
424
Stratos Wealth Partners
Ohio
$341K -$141K -412 -29%
RJT
425
Raymond James Trust
Florida
$338K -$35.9K -105 -10%
15 16
17
18 19