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Everest Group
EG

Overview Fund Activity

461 hedge funds and large institutions have $9.31B invested in Everest Group in 2021 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 153 increasing their positions, 167 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
+10
Holders Change %
+2.22%
% of All Funds
8.1%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
61
Increased
153
Reduced
167
Closed
45
Calls
$14M
Puts
$21.9M
Net Calls
-$7.86M
Net Calls Change
-$15M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$146M
2
BlackRock
BlackRock
New York
$782M
3
Man Group
Man Group
United Kingdom
$69.7M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$265M
5
Franklin Resources
Franklin Resources
California
$475M

Top Sellers

1
SGAM
Smith Group Asset Management
Texas
$18.7M
2
SAM
Southeastern Asset Management
Tennessee
$0
3
Capital International Investors
Capital International Investors
California
$336M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
5
Aviva
Aviva
United Kingdom
$3.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
EVM
426
Eaton Vance Management
Massachusetts
$5K +$22 +10 +0.4%
HI
427
Harbour Investments
Wisconsin
$5K +$3.5K +14 +233%
Nisa Investment Advisors
428
Nisa Investment Advisors
Missouri
$4.68K +$10 +40 +0.2%
PMFA
429
Plante Moran Financial Advisors
Michigan
$4K – – –
PCG
430
Private Capital Group
Connecticut
$4K – – –
AW
431
Alaethes Wealth
Nevada
$3K – – –
HR
432
Howe & Rusling
New York
$3K – – –
BWM
433
BerganKDV Wealth Management
Minnesota
$3K – – –
GWS
434
Glassman Wealth Services
Virginia
$3K +$1.2K +4 +67%
Capstone Investment Advisors
435
Capstone Investment Advisors
New York
$3K +$3K +10 New
CA
436
Clearstead Advisors
Ohio
$2K -$1K -4 -33%
JFA
437
JNBA Financial Advisors
Minnesota
$2K – – –
CFD
438
Creative Financial Designs
Indiana
$2K – – –
TFO
439
Tarbox Family Office
California
$2K – – –
JWM
440
Janiczek Wealth Management
Colorado
$2K – – –
CAL
441
Capital Analysts LLC
Pennsylvania
$2K – – –
SPIA
442
Steward Partners Investment Advisory
New York
$2K – – –
LC
443
Lindbrook Capital
California
$2K – – –
NFSG
444
Newbridge Financial Services Group
Florida
$2K – – –
WT
445
Washington Trust
Rhode Island
$2K – – –
TWA
446
TCI Wealth Advisors
Arizona
$2K +$222 +1 +13%
CWP
447
Concord Wealth Partners
Virginia
$2K +$2K +6 New
BIA
448
Bell Investment Advisors
California
$2K +$2K +6 New
SSC
449
Syverson Strege & Co
Iowa
$2K +$2K +9 New
NFG
450
Next Financial Group
Texas
$2K +$2K +9 New
16 17
18
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