EG icon

Everest Group
EG

Overview Fund Activity

634 hedge funds and large institutions have $16.1B invested in Everest Group in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 216 increasing their positions, 265 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
-27
Holders Change %
-4.08%
% of All Funds
9.19%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
70
Increased
216
Reduced
265
Closed
92
Calls
$41.1M
Puts
$65.4M
Net Calls
-$24.3M
Net Calls Change
+$25.1M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$741M
2
Boston Partners
Boston Partners
Massachusetts
+$107M
3
KBC Group
KBC Group
Belgium
+$107M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$105M
5
Franklin Resources
Franklin Resources
California
+$90.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$291M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$231M
3
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$109M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$79.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$69.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
451
Wealthstar Advisors
Texas
$363K +$32.6K +82 +10%
VI
452
Vestcor Inc
New Brunswick, Canada
$362K -$3.18K -8 -0.9%
FFM
453
Forum Financial Management
Illinois
$361K – – –
RJT
454
Raymond James Trust
Florida
$361K +$17.5K +44 +5%
WHG
455
Westwood Holdings Group
Texas
$358K -$2.41M -6,056 -87%
DZ Bank
456
DZ Bank
Germany
$357K -$2.8M -7,039 -89%
CAMG
457
CWA Asset Management Group
Florida
$353K -$71.9K -181 -17%
IC
458
IEQ Capital
California
$351K +$9.14K +23 +3%
EAM
459
Empirical Asset Management
Massachusetts
$347K +$347K +873 New
CGL
460
Clarius Group LLC
Washington
$346K -$4.77K -12 -1%
CC
461
Corton Capital
Ontario, Canada
$342K +$342K +861 New
UCFA
462
United Capital Financial Advisors
Texas
$342K -$1.19K -3 -0.3%
Walleye Capital
463
Walleye Capital
New York
$341K -$10.1M -25,300 -97%
CA
464
Cetera Advisors
Colorado
$340K +$340K +855 New
KFC
465
Klingenstein Fields & Co
New York
$338K – – –
FIM
466
Freedom Investment Management
Connecticut
$332K +$6.36K +16 +2%
HA
467
HFG Advisors
Ohio
$328K +$328K +825 New
PCA
468
Pallas Capital Advisors
Massachusetts
$326K +$326K +820 New
CMI
469
Clare Market Investments
Texas
$318K – – –
Northwestern Mutual Wealth Management
470
Northwestern Mutual Wealth Management
Wisconsin
$313K +$35.8K +90 +13%
CCI
471
Credit Capital Investments
New Jersey
$298K +$298K +750 New
DEA
472
DoubleLine ETF Adviser
Florida
$296K – – –
RAM
473
Ramirez Asset Management
New York
$294K – – –
SP
474
Symmetry Partners
Connecticut
$293K +$293K +738 New
VSQM
475
V-Square Quantitative Management
Illinois
$291K +$71.2K +179 +32%
17 18
19
20 21