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Everest Group
EG

Overview Fund Activity

441 hedge funds and large institutions have $10.8B invested in Everest Group in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 138 increasing their positions, 180 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
+5
Holders Change %
+1.15%
% of All Funds
8.71%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
53
Increased
138
Reduced
180
Closed
37
Calls
$70.8M
Puts
$11.3M
Net Calls
+$59.5M
Net Calls Change
+$91.3M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$159M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$82.7M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$75.9M
4
Franklin Resources
Franklin Resources
California
+$75.2M
5
Victory Capital Management
Victory Capital Management
Texas
+$64.7M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$92.1M
2
Boston Partners
Boston Partners
Massachusetts
-$64.4M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$46.5M
4
PI
PGGM Investments
Netherlands
-$31.7M
5
SI
Scout Investments
Missouri
-$27.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
426
Advisornet Financial
Minnesota
$2K – – –
LC
427
Lindbrook Capital
California
$2K – – –
HR
428
Howe & Rusling
New York
$2K +$333 +1 +20%
JFA
429
JNBA Financial Advisors
Minnesota
$2K +$2K +6 New
BWM
430
BerganKDV Wealth Management
Minnesota
$2K +$2K +7 New
EW
431
Evoke Wealth
California
$1.66K – – –
TWA
432
TCI Wealth Advisors
Arizona
$1K -$800 -4 -44%
PW
433
Price Wealth
Texas
$1K -$200 -1 -17%
GWS
434
Glassman Wealth Services
Virginia
$1K – – –
CFA
435
Carroll Financial Associates
North Carolina
$1K – – –
PFGIA
436
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
BCA
437
Berman Capital Advisors
Georgia
$1K – – –
IRC
438
Investors Research Corp
Georgia
$1K – – –
PFBT
439
Parkside Financial Bank & Trust
Missouri
$1K +$1K +3 New
LP
440
LMR Partners
United Kingdom
$290 +$290 +1,048 New
Balyasny Asset Management
441
Balyasny Asset Management
Illinois
– -$17.9M -67,212 Closed
PI
442
Putnam Investments
Massachusetts
– -$7.64M -28,708 Closed
QIM
443
Quantitative Investment Management
Virginia
– -$5.09M -19,112 Closed
Nomura Holdings
444
Nomura Holdings
Japan
– -$4.65M -17,600 Closed
NVIM
445
New Vernon Investment Management
Illinois
– -$3.71M -13,958 Closed
Adage Capital Partners
446
Adage Capital Partners
Massachusetts
– -$1.94M -7,299 Closed
VCA
447
Verdence Capital Advisors
Maryland
– -$1.8M -6,756 Closed
B
448
Barings
North Carolina
– -$1.57M -5,910 Closed
QT
449
Quantamental Technologies
New York
– -$1.26M -4,722 Closed
B
450
BP
United Kingdom
– -$1.2M -4,500 Closed
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