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Everest Group
EG

Overview Fund Activity

510 hedge funds and large institutions have $11B invested in Everest Group in 2022 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 182 increasing their positions, 178 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+34
Holders Change %
+7.14%
% of All Funds
8.07%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
74
Increased
182
Reduced
178
Closed
31
Calls
$19.8M
Puts
$14.7M
Net Calls
+$5.09M
Net Calls Change
+$9.69M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$1.4B
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$67.4M
3
Fidelity International
Fidelity International
Bermuda
$52.6M
4
SO
STRS Ohio
Ohio
$42.6M
5
American Century Companies
American Century Companies
Missouri
$29.4M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$59.7M
2
Capital International Investors
Capital International Investors
California
$231M
3
Victory Capital Management
Victory Capital Management
Texas
$317M
4
NI
Nuance Investments
Missouri
$200M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSG
476
Summit Securities Group
New York
$5K +$5K +16 New
BWM
477
BerganKDV Wealth Management
Minnesota
$4K – – –
AW
478
Alaethes Wealth
Nevada
$4K – – –
T
479
TCWP
Ohio
$4K +$4K +15 New
Macquarie Group
480
Macquarie Group
Australia
$3.35K – – –
NFSG
481
Newbridge Financial Services Group
Florida
$3K – – –
HS
482
Horan Securities
United States
$3K – – –
AF
483
Advisornet Financial
Minnesota
$3K +$667 +2 +29%
GIA
484
GHP Investment Advisors
Colorado
$3K +$3K +10 New
CI
485
Cordant Inc
Oregon
$3K +$3K +11 New
LC
486
Lindbrook Capital
California
$2K – – –
JWM
487
Janiczek Wealth Management
Colorado
$2K – – –
TFO
488
Tarbox Family Office
California
$2K – – –
CAL
489
Capital Analysts LLC
Pennsylvania
$2K – – –
SPIA
490
Steward Partners Investment Advisory
New York
$2K – – –
JFA
491
JNBA Financial Advisors
Minnesota
$2K – – –
SC
492
Schubert & Co
Texas
$2K +$333 +1 +20%
DI
493
Disciplined Investments
Oklahoma
$2K +$2K +7 New
GRP
494
Global Retirement Partners
California
$2K +$2K +8 New
WWP
495
WR Wealth Planners
Missouri
$1.51K +$1.51K +5 New
CI Investments Inc
496
CI Investments Inc
Ontario, Canada
$1K – – –
FBT
497
First Bank & Trust
South Dakota
$1K – – –
BWA
498
BDO Wealth Advisors
Florida
$1K – – –
IRC
499
Investors Research Corp
Georgia
$1K – – –
PWMG
500
Prestige Wealth Management Group
New Jersey
$1K – – –
18 19
20
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