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Everest Group
EG

Overview Fund Activity

510 hedge funds and large institutions have $11B invested in Everest Group in 2022 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 182 increasing their positions, 178 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+34
Holders Change %
+7.14%
% of All Funds
8.07%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
74
Increased
182
Reduced
178
Closed
31
Calls
$19.8M
Puts
$14.7M
Net Calls
+$5.09M
Net Calls Change
+$9.69M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$1.4B
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$67.4M
3
Fidelity International
Fidelity International
Bermuda
$52.6M
4
SO
STRS Ohio
Ohio
$42.6M
5
American Century Companies
American Century Companies
Missouri
$29.4M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$59.7M
2
Capital International Investors
Capital International Investors
California
$231M
3
Victory Capital Management
Victory Capital Management
Texas
$317M
4
NI
Nuance Investments
Missouri
$200M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCH
426
Polar Capital Holdings
United Kingdom
$76.3K – – –
CFB
427
Cullen/Frost Bankers
Texas
$75K – – –
ADL
428
Asset Dedication LLC
California
$75K – – –
PA
429
Parallel Advisors
California
$74K +$6.4K +21 +9%
VCM
430
Versant Capital Management
Arizona
$73K – – –
IFAM
431
Institutional & Family Asset Management
Colorado
$67K -$12.4K -41 -16%
AA
432
Addison Advisors
Vermont
$64K – – –
IWP
433
IAG Wealth Partners
Wisconsin
$62K +$302 +1 +0.5%
FFC
434
First Financial Corp
Indiana
$60K – – –
QCG
435
Quadrant Capital Group
Ohio
$52K +$301 +1 +0.6%
KFI
436
Key Financial Inc
Pennsylvania
$48K – – –
GWSG
437
GPS Wealth Strategies Group
Colorado
$46K – – –
HWMA
438
Heritage Wealth Management (Arizona)
Arizona
$46K +$46K +151 New
PFBT
439
Parkside Financial Bank & Trust
Missouri
$43K +$36.7K +122 +581%
MUMSS
440
Mitsubishi UFJ Morgan Stanley Securities
Japan
$36K +$30K +100 +500%
APA
441
American Portfolios Advisors
New York
$35.5K -$16.9K -56 -32%
IA
442
IFP Advisors
Florida
$34K +$31.9K +198 +1,523%
S
443
SignatureFD
Georgia
$31K +$1.52K +5 +5%
CT
444
Cambridge Trust
Massachusetts
$27K -$600 -2 -2%
GAM
445
Gemmer Asset Management
California
$27K – – –
LFG
446
Larson Financial Group
Missouri
$27K +$300 +1 +1%
SWM
447
Spire Wealth Management
Virginia
$26K -$13.7K -46 -35%
FHA
448
First Horizon Advisors
Tennessee
$20K -$88.2K -291 -82%
PSB
449
Piscataqua Savings Bank
New Hampshire
$20K – – –
KFP
450
KB Financial Partners
New Jersey
$19K -$306 -1 -2%
16 17
18
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