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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 %
RAM
451
Ramirez Asset Management
New York
$282K – – –
LSPW
452
Lake Street Private Wealth
Illinois
$280K -$1.14M -2,992 -80%
RVPG
453
Relative Value Partners Group
$280K +$280K +734 New
Bessemer Group
454
Bessemer Group
New Jersey
$278K -$74.2K -194 -21%
AA
455
Ancora Advisors
Ohio
$276K – – –
AT
456
American Trust
Kentucky
$274K -$219K -575 -44%
DEA
457
DoubleLine ETF Adviser
Florida
$273K -$11.1K -29 -4%
PWS
458
Peloton Wealth Strategists
Indiana
$272K +$272K +715 New
VSQM
459
V-Square Quantitative Management
Illinois
$270K -$8.38K -22 -3%
PCMC
460
Paragon Capital Management (Colorado)
Colorado
$270K +$270K +708 New
CDH
461
Charles D. Hyman
$267K – – –
CCI
462
Credit Capital Investments
New Jersey
$267K -$19.1K -50 -7%
MC
463
Moors & Cabot
Massachusetts
$265K -$114K -300 -30%
GI
464
GAMMA Investing
California
$263K +$95.6K +251 +57%
IGAM
465
iA Global Asset Management
Quebec, Canada
$260K +$6.86K +18 +3%
Northwestern Mutual Wealth Management
466
Northwestern Mutual Wealth Management
Wisconsin
$259K -$41.2K -108 -14%
HA
467
HFG Advisors
Ohio
$257K -$57.2K -150 -18%
RDWM
468
Red Door Wealth Management
Tennessee
$255K – – –
AA
469
AlphaCentric Advisors
Puerto Rico
$251K +$5.33K +14 +2%
TYCC
470
Texas Yale Capital Corp
Florida
$248K – – –
QC
471
Quent Capital
New York
$243K +$381 +1 +0.2%
HI
472
Horizon Investments
North Carolina
$242K +$2.29K +6 +1%
LA
473
Lifeworks Advisors
Michigan
$241K +$241K +631 New
PA
474
Profund Advisors
Maryland
$240K -$4.95K -13 -2%
ST
475
Smithfield Trust
Pennsylvania
$240K – – –
17 18
19
20 21