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
$1.36B
3
Morgan Stanley
Morgan Stanley
New York
$130M
4
American Century Companies
American Century Companies
Missouri
$67.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$34.7M

Top Sellers

1
Man Group
Man Group
United Kingdom
$62.2M
2
NI
Nuance Investments
Missouri
$105M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$1.42M
4
Capital International Investors
Capital International Investors
California
$154M
5
State Street
State Street
Massachusetts
$525M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
451
Quadrant Capital Group
Ohio
$48K – – –
SOW
452
State of Wyoming
Wyoming
$47K +$47K +166 New
KFI
453
Key Financial Inc
Pennsylvania
$45K – – –
GWSG
454
GPS Wealth Strategies Group
Colorado
$43K – – –
HWMA
455
Heritage Wealth Management (Arizona)
Arizona
$42K -$280 -1 -0.7%
PFBT
456
Parkside Financial Bank & Trust
Missouri
$40K -$282 -1 -0.7%
S
457
SignatureFD
Georgia
$40K +$11.1K +39 +38%
HWA
458
Heritage Wealth Advisors
Virginia
$36K +$36K +130 New
APA
459
American Portfolios Advisors
New York
$36K +$2.81K +10 +8%
MUMSS
460
Mitsubishi UFJ Morgan Stanley Securities
Japan
$34K – – –
IA
461
IFP Advisors
Florida
$34K – – –
CI
462
CX Institutional
Indiana
$32K +$32K +114 New
FHA
463
First Horizon Advisors
Tennessee
$31K +$12.9K +47 +71%
CT
464
Cambridge Trust
Massachusetts
$28K +$3.29K +12 +13%
LFG
465
Larson Financial Group
Missouri
$25K – – –
KFP
466
KB Financial Partners
New Jersey
$24K +$6.49K +23 +37%
SSG
467
Summit Securities Group
New York
$22K +$17.6K +64 +400%
Bank of Montreal
468
Bank of Montreal
Ontario, Canada
$20.9K -$2.78K -9,632 -12%
A
469
AustralianSuper
Australia
$20.7K +$6.01K +21,425 +41%
FAM
470
Fred Alger Management
New York
$20K +$20K +73 New
PSB
471
Piscataqua Savings Bank
New Hampshire
$18K – – –
AF
472
Allworth Financial
California
$15K +$566 +2 +4%
EW
473
Evoke Wealth
California
$10K -$294 -1 -3%
TWA
474
TCI Wealth Advisors
Arizona
$10K – – –
CWP
475
Concord Wealth Partners
Virginia
$10K +$857 +3 +9%
17 18
19
20 21