EG icon

Everest Group
EG

Overview Fund Activity

527 hedge funds and large institutions have $10.1B invested in Everest Group in 2022 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 195 increasing their positions, 178 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
527
Holders Change
+17
Holders Change %
+3.33%
% of All Funds
8.91%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.17%
New
67
Increased
195
Reduced
178
Closed
39
Calls
$7.51M
Puts
$30.5M
Net Calls
-$23M
Net Calls Change
-$28M

Top Buyers

1
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
+$108M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$62.2M
3
Morgan Stanley
Morgan Stanley
New York
+$58M
4
American Century Companies
American Century Companies
Missouri
+$40.1M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$33M

Top Sellers

1
Man Group
Man Group
United Kingdom
-$81.7M
2
NI
Nuance Investments
Missouri
-$81.3M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$69.7M
4
Capital International Investors
Capital International Investors
California
-$60.9M
5
State Street
State Street
Massachusetts
-$49.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
426
Smithfield Trust
Pennsylvania
$177K – – –
QC
427
Quent Capital
New York
$173K +$280 +1 +0.2%
Fifth Third Bancorp
428
Fifth Third Bancorp
Ohio
$167K +$45.1K +161 +37%
Rockefeller Capital Management
429
Rockefeller Capital Management
New York
$162K +$90.2K +324 +126%
CIBC Private Wealth Group
430
CIBC Private Wealth Group
Georgia
$158K -$8.4K -30 -5%
AIP
431
Ameritas Investment Partners
Nebraska
$153K – – –
WB
432
Webster Bank
Connecticut
$140K – – –
UAML
433
US Asset Management LLC
Pennsylvania
$116K +$5.32K +19 +5%
CA
434
CoreCap Advisors
Michigan
$92K +$92K +330 New
ZB
435
Zions Bancorporation
Utah
$80K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
436
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$76K -$8.14M -29,027 -99%
PCH
437
Polar Capital Holdings
United Kingdom
$75.7K +$4.7K +16,750 +7%
PFS
438
Prospera Financial Services
Texas
$75K -$18.9K -67 -20%
SIM
439
Sentry Investment Management
Wisconsin
$72K -$14K -50 -16%
EWA
440
EverSource Wealth Advisors
Alabama
$72K +$64.1K +226 +807%
WTC
441
WhitTier Trust Company
Nevada
$71K – – –
CFB
442
Cullen/Frost Bankers
Texas
$70K – – –
ADL
443
Asset Dedication LLC
California
$70K – – –
VCM
444
Versant Capital Management
Arizona
$68K – – –
IFAM
445
Institutional & Family Asset Management
Colorado
$62K – – –
AA
446
Addison Advisors
Vermont
$59K – – –
IWP
447
IAG Wealth Partners
Wisconsin
$58K +$282 +1 +0.5%
TAIM
448
TD Ameritrade Investment Management
Nebraska
$56K -$38.4K -137 -41%
FFC
449
First Financial Corp
Indiana
$56K – – –
PA
450
Parallel Advisors
California
$50K -$18.3K -65 -27%
16 17
18
19 20