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Everest Group
EG

Overview Fund Activity

685 hedge funds and large institutions have $14.6B invested in Everest Group in 2024 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 259 increasing their positions, 241 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
685
Holders Change
+20
Holders Change %
+3.01%
% of All Funds
9.12%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
97
Increased
259
Reduced
241
Closed
65
Calls
$141M
Puts
$124M
Net Calls
+$17.2M
Net Calls Change
+$69.9M

Top Buyers

1
VVP
Vulcan Value Partners
Alabama
+$261M
2
SCM
Sterling Capital Management
North Carolina
+$100M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$68.9M
4
DSC
Donald Smith & Co
New York
+$56.3M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$55.4M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$253M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$207M
3
First Trust Advisors
First Trust Advisors
Illinois
-$104M
4
ClearBridge Investments
ClearBridge Investments
New York
-$89.3M
5
BlackRock
BlackRock
New York
-$85.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
451
Sculati Wealth Management
Michigan
$414K +$133K +368 +47%
BOS
452
Bank of Stockton
California
$413K -$99K -273 -19%
IAA
453
Independent Advisor Alliance
North Carolina
$412K -$59.8K -165 -13%
WSC
454
Wellington Shields & Co
New York
$399K – – –
AAM
455
Advisors Asset Management
Colorado
$394K -$33.7K -93 -8%
MFIM
456
Mesirow Financial Investment Management
Illinois
$388K +$146K +402 +60%
VCA
457
Verdence Capital Advisors
Maryland
$388K +$27.9K +77 +8%
WWM
458
Waterway Wealth Management
Texas
$385K +$112K +310 +41%
WIA
459
World Investment Advisors
California
$385K +$61.6K +170 +19%
VIM
460
Vinva Investment Management
Australia
$384K -$3.52M -9,797 -90%
CAG
461
Csenge Advisory Group
Florida
$383K +$20.7K +57 +6%
ACA
462
Atlas Capital Advisors
Wyoming
$378K – – –
EC
463
EntryPoint Capital
New York
$377K +$190K +523 +101%
BAM
464
Blueshift Asset Management
New Jersey
$368K +$144K +396 +64%
BTW
465
Boston Trust Walden
Massachusetts
$362K -$11.6M -31,886 -97%
BBVA
466
Banco Bilbao Vizcaya Argentaria
Spain
$360K -$179K -495 -33%
EAM
467
Erste Asset Management
Austria
$360K -$36K -100 -9%
Fifth Third Bancorp
468
Fifth Third Bancorp
Ohio
$353K -$26.1K -72 -7%
Walleye Trading
469
Walleye Trading
New York
$353K +$353K +974 New
CCB
470
Cutter & Co Brokerage
Missouri
$353K -$5.44K -15 -2%
WA
471
Wealthstar Advisors
Texas
$352K +$352K +972 New
CCM
472
Coldstream Capital Management
Washington
$345K +$91K +251 +36%
SIA
473
Sit Investment Associates
Minnesota
$343K -$1.17M -3,225 -77%
FFM
474
Forum Financial Management
Illinois
$340K +$9.79K +27 +3%
P
475
Pitcairn
Pennsylvania
$339K -$12.7K -35 -4%
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