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Everest Group
EG

Overview Fund Activity

476 hedge funds and large institutions have $10.1B invested in Everest Group in 2021 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 152 increasing their positions, 161 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
+15
Holders Change %
+3.25%
% of All Funds
7.35%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
67
Increased
152
Reduced
161
Closed
48
Calls
$19.9M
Puts
$24.5M
Net Calls
-$4.6M
Net Calls Change
+$3.26M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$46.1M
2
SSA
Schonfeld Strategic Advisors
New York
$56.6M
3
AGA
Altrinsic Global Advisors
Connecticut
$227M
4
GC
Gillson Capital
Illinois
$39.5M
5
RFC
Regions Financial Corp
Alabama
$28.2M

Top Sellers

1
BlackRock
BlackRock
New York
$765M
2
California Public Employees Retirement System
California Public Employees Retirement System
California
$23.4M
3
APG Asset Management
APG Asset Management
Netherlands
$26.1M
4
Capital International Investors
Capital International Investors
California
$334M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$27.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
451
Janiczek Wealth Management
Colorado
$2K – – –
TFO
452
Tarbox Family Office
California
$2K – – –
CAL
453
Capital Analysts LLC
Pennsylvania
$2K – – –
SPIA
454
Steward Partners Investment Advisory
New York
$2K – – –
LC
455
Lindbrook Capital
California
$2K – – –
NFSG
456
Newbridge Financial Services Group
Florida
$2K +$667 +3 +50%
AF
457
Advisornet Financial
Minnesota
$2K +$2K +7 New
JWA
458
JFS Wealth Advisors
Pennsylvania
$2K +$2K +8 New
HS
459
Horan Securities
United States
$2K +$2K +9 New
M1FG
460
Mach-1 Financial Group
Arkansas
$2K +$2K +10 New
Koshinski Asset Management
461
Koshinski Asset Management
Illinois
$1.37K +$548 +2 +67%
WT
462
Washington Trust
Rhode Island
$1K -$200 -1 -17%
CI Investments Inc
463
CI Investments Inc
Ontario, Canada
$1K – – –
HDIM
464
Hanson & Doremus Investment Management
Vermont
$1K – – –
IRC
465
Investors Research Corp
Georgia
$1K – – –
PWMG
466
Prestige Wealth Management Group
New Jersey
$1K – – –
CWC
467
Carolinas Wealth Consulting
North Carolina
$1K – – –
CA
468
CoreCap Advisors
Michigan
$1K +$1K +1 New
BWA
469
BDO Wealth Advisors
Florida
$1K +$1K +2 New
C
470
Covestor
United Kingdom
$1K +$1K +2 New
FBT
471
First Bank & Trust
South Dakota
$1K +$1K +3 New
SC
472
Schubert & Co
Texas
$1K +$1K +5 New
MGIM
473
M&G Investment Management
United Kingdom
$262 +$262 +956 New
Axa
474
Axa
France
– -$8.84M -35,264 Closed
ACI
475
AMP Capital Investors
Australia
– -$8.13M -32,427 Closed
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