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Everest Group
EG

Overview Fund Activity

623 hedge funds and large institutions have $15.3B invested in Everest Group in 2024 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 255 increasing their positions, 211 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
623
Holders Change
-11
Holders Change %
-1.74%
% of All Funds
9.06%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
63
Increased
255
Reduced
211
Closed
64
Calls
$32.8M
Puts
$47.8M
Net Calls
-$14.9M
Net Calls Change
+$9.39M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$112M
2
BlackRock
BlackRock
New York
+$94.8M
3
Invesco
Invesco
Georgia
+$93.8M
4
William Blair Investment Management
William Blair Investment Management
Illinois
+$51.3M
5
Man Group
Man Group
United Kingdom
+$40.2M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$75.3M
2
Los Angeles Capital Management
Los Angeles Capital Management
California
-$71.9M
3
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$57.7M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$54.7M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$38.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
426
KeyBank National Association
Ohio
$359K -$13.3K -35 -4%
ACA
427
Atlas Capital Advisors
Wyoming
$359K -$45K -118 -11%
IWC
428
Integrated Wealth Concepts
Massachusetts
$357K +$90.7K +238 +34%
IC
429
IEQ Capital
California
$348K +$11.4K +30 +3%
VI
430
Vestcor Inc
New Brunswick, Canada
$347K – – –
FFM
431
Forum Financial Management
Illinois
$347K +$381 +1 +0.1%
AA
432
ALPS Advisors
Colorado
$346K -$2.29K -6 -0.7%
WHG
433
Westwood Holdings Group
Texas
$343K – – –
RJT
434
Raymond James Trust
Florida
$342K -$3.43K -9 -1%
ALAM
435
Asahi Life Asset Management
Japan
$331K +$331K +870 New
BAM
436
Blueshift Asset Management
New Jersey
$328K +$328K +861 New
GS
437
GTS Securities
New York
$327K +$327K +858 New
AWA
438
Arkadios Wealth Advisors
Georgia
$326K +$113K +296 +53%
CGL
439
Clarius Group LLC
Washington
$325K -$6.48K -17 -2%
KFC
440
Klingenstein Fields & Co
New York
$324K – – –
Teacher Retirement System of Texas
441
Teacher Retirement System of Texas
Texas
$322K -$4.04M -10,617 -93%
MML Investors Services
442
MML Investors Services
Massachusetts
$322K -$1.35M -3,558 -81%
UCFA
443
United Capital Financial Advisors
Texas
$318K -$9.53K -25 -3%
APG
444
Abacus Planning Group
South Carolina
$317K +$317K +832 New
I
445
InceptionR
California
$316K -$634K -1,664 -67%
S
446
SimplyRich
California
$300K +$300K +788 New
TPA
447
Trivium Point Advisory
Connecticut
$293K +$293K +770 New
Envestnet Portfolio Solutions
448
Envestnet Portfolio Solutions
Illinois
$287K +$39.3K +103 +16%
CMI
449
Clare Market Investments
Texas
$286K -$19.1K -50 -6%
BCV
450
Banque Cantonale Vaudoise
Switzerland
$284K +$12.6K +33 +5%
16 17
18
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