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Everest Group
EG

Overview Fund Activity

451 hedge funds and large institutions have $9.49B invested in Everest Group in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 156 increasing their positions, 179 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
-10
Holders Change %
-2.17%
% of All Funds
7.87%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
47
Increased
156
Reduced
179
Closed
52
Calls
$17M
Puts
$9.86M
Net Calls
+$7.11M
Net Calls Change
+$5.18M

Top Buyers

1
AGA
Altrinsic Global Advisors
Connecticut
$166M
2
Los Angeles Capital Management
Los Angeles Capital Management
California
$154M
3
Franklin Resources
Franklin Resources
California
$450M
4
PCM
Prana Capital Management
Connecticut
$30.6M
5
SSA
Schonfeld Strategic Advisors
New York
$31M

Top Sellers

1
BlackRock
BlackRock
New York
$712M
2
Capital International Investors
Capital International Investors
California
$406M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$48.3M
4
Swiss National Bank
Swiss National Bank
Switzerland
$41.1M
5
CSPAM
Cary Street Partners Asset Management
Virginia
$4.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
426
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3K -$12.4M -41,428 -100%
CA
427
Clearstead Advisors
Ohio
$3K -$2.75K -11 -48%
BWM
428
BerganKDV Wealth Management
Minnesota
$3K – – –
HR
429
Howe & Rusling
New York
$3K – – –
MCM
430
MV Capital Management
Maryland
$3K +$3K +11 New
AW
431
Alaethes Wealth
Nevada
$3K +$3K +12 New
TFO
432
Tarbox Family Office
California
$2K -$1K -4 -33%
WT
433
Washington Trust
Rhode Island
$2K – – –
CFD
434
Creative Financial Designs
Indiana
$2K – – –
JFA
435
JNBA Financial Advisors
Minnesota
$2K – – –
TWA
436
TCI Wealth Advisors
Arizona
$2K – – –
JWM
437
Janiczek Wealth Management
Colorado
$2K – – –
HS
438
Horan Securities
United States
$2K – – –
LC
439
Lindbrook Capital
California
$2K – – –
NFSG
440
Newbridge Financial Services Group
Florida
$2K – – –
CAL
441
Capital Analysts LLC
Pennsylvania
$2K +$286 +1 +17%
GWS
442
Glassman Wealth Services
Virginia
$2K +$2K +6 New
HI
443
Harbour Investments
Wisconsin
$2K +$2K +6 New
SPIA
444
Steward Partners Investment Advisory
New York
$2K +$2K +8 New
TFS
445
TrustCore Financial Services
Tennessee
$2K +$2K +8 New
Walleye Capital
446
Walleye Capital
New York
$1.44K +$247 +980 +21%
PWMG
447
Prestige Wealth Management Group
New Jersey
$1K -$4.5K -18 -82%
PFGIA
448
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
IRC
449
Investors Research Corp
Georgia
$1K – – –
SCA
450
Stonebridge Capital Advisors
Minnesota
$1K – – –
16 17
18
19 20