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Everest Group
EG

Overview Fund Activity

685 hedge funds and large institutions have $14.6B invested in Everest Group in 2024 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 259 increasing their positions, 241 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
685
Holders Change
+20
Holders Change %
+3.01%
% of All Funds
9.12%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
97
Increased
259
Reduced
241
Closed
65
Calls
$141M
Puts
$124M
Net Calls
+$17.2M
Net Calls Change
+$69.9M

Top Buyers

1
VVP
Vulcan Value Partners
Alabama
+$261M
2
SCM
Sterling Capital Management
North Carolina
+$100M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$68.9M
4
DSC
Donald Smith & Co
New York
+$56.3M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$55.4M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$253M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$207M
3
First Trust Advisors
First Trust Advisors
Illinois
-$104M
4
ClearBridge Investments
ClearBridge Investments
New York
-$89.3M
5
BlackRock
BlackRock
New York
-$85.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
401
Perigon Wealth Management
California
$681K -$5.41K -15 -0.8%
LFA
402
Legend Financial Advisors
Pennsylvania
$674K +$41K +113 +6%
AAS
403
Avantax Advisory Services
Texas
$673K -$66K -182 -9%
GCA
404
Greenwood Capital Associates
South Carolina
$658K -$44.9K -124 -6%
FDCDDQ
405
Federation des caisses Desjardins du Quebec
Quebec, Canada
$644K -$92.7K -256 -13%
MML Investors Services
406
MML Investors Services
Massachusetts
$637K +$223K +615 +54%
Vontobel Holding
407
Vontobel Holding
Switzerland
$632K -$18.1K -50 -3%
RAM
408
Readystate Asset Management
Illinois
$630K +$630K +1,739 New
PTC
409
Petrus Trust Company
Texas
$628K -$103K -283 -14%
Neuberger Berman Group
410
Neuberger Berman Group
New York
$624K -$64.9K -179 -9%
BCWM
411
Bartlett & Co Wealth Management
Ohio
$624K – – –
TPW
412
Transatlantique Private Wealth
New York
$607K -$63.4K -175 -9%
FCM
413
Fieldview Capital Management
Michigan
$605K +$605K +1,668 New
UA
414
Unison Advisors
District of Columbia
$603K +$2.9K +8 +0.5%
SOW
415
State of Wyoming
Wyoming
$603K +$325K +897 +117%
Tudor Investment Corp
416
Tudor Investment Corp
Connecticut
$593K -$18.9M -52,081 -97%
IWC
417
Integrated Wealth Concepts
Massachusetts
$590K -$76.1K -210 -11%
IC
418
IEQ Capital
California
$585K +$277K +763 +90%
AI
419
Atria Investments
North Carolina
$581K +$581K +1,602 New
ATC
420
Argent Trust Co
Tennessee
$556K – – –
AMIM
421
Aull & Monroe Investment Management
Alabama
$544K – – –
PWS
422
Peloton Wealth Strategists
Indiana
$536K +$152K +420 +40%
MIA
423
MeadowBrook Investment Advisors
Michigan
$536K -$9.06K -25 -2%
LWAM
424
Legacy Wealth Asset Management
Minnesota
$526K -$3.63K -10 -0.7%
TRIA
425
Trail Ridge Investment Advisors
Colorado
$515K – – –
15 16
17
18 19