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Everest Group
EG

Overview Fund Activity

461 hedge funds and large institutions have $9.26B invested in Everest Group in 2021 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 157 increasing their positions, 168 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
+24
Holders Change %
+5.49%
% of All Funds
8.12%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
64
Increased
157
Reduced
168
Closed
36
Calls
$15.4M
Puts
$13.5M
Net Calls
+$1.93M
Net Calls Change
-$10.8M

Top Buyers

1
Los Angeles Capital Management
Los Angeles Capital Management
California
$55.7M
2
MHI
Miller Howard Investments
New York
$39.6M
3
Franklin Resources
Franklin Resources
California
$387M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$62.8M
5
Boston Partners
Boston Partners
Massachusetts
$611M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$463M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$77.7M
3
Viking Global Investors
Viking Global Investors
Connecticut
$0
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$15.5M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$70.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
426
Cranbrook Wealth Management
Michigan
$5K – – –
FMII
427
Farmers & Merchants Investments Inc
Nebraska
$5K – – –
PWMG
428
Prestige Wealth Management Group
New Jersey
$5K – – –
Nisa Investment Advisors
429
Nisa Investment Advisors
Missouri
$4.82K -$173 -700 -3%
PMFA
430
Plante Moran Financial Advisors
Michigan
$4K – – –
PCG
431
Private Capital Group
Connecticut
$4K – – –
VFA
432
Valeo Financial Advisors
Indiana
$4K +$500 +2 +14%
WCM
433
Wealthcare Capital Management
Virginia
$4K +$4K +17 New
AIC
434
Ameritas Investment Company
Nebraska
$3.97K +$3.97K +16 New
AIG
435
American International Group
New York
$3.05K -$92 -373 -3%
TFO
436
Tarbox Family Office
California
$3K – – –
HR
437
Howe & Rusling
New York
$3K – – –
BWM
438
BerganKDV Wealth Management
Minnesota
$3K – – –
PFBT
439
Parkside Financial Bank & Trust
Missouri
$3K +$3K +13 New
CFD
440
Creative Financial Designs
Indiana
$2K – – –
TWA
441
TCI Wealth Advisors
Arizona
$2K +$500 +2 +33%
CAL
442
Capital Analysts LLC
Pennsylvania
$2K +$2K +6 New
HS
443
Horan Securities
United States
$2K +$2K +9 New
ACM
444
Allred Capital Management
Texas
$1.24K +$1.24K +5 New
Walleye Capital
445
Walleye Capital
New York
$1.17K +$1.17K +4,719 New
SFS
446
Sowell Financial Services
Arkansas
$1K -$24.5K -49 -96%
WT
447
Washington Trust
Rhode Island
$1K -$167 -1 -14%
IRC
448
Investors Research Corp
Georgia
$1K – – –
CWC
449
Carolinas Wealth Consulting
North Carolina
$1K – – –
JFA
450
JNBA Financial Advisors
Minnesota
$1K – – –
16 17
18
19 20