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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 %
FRA
476
Front Row Advisors
California
$9K +$2.25K +8 +33%
BTI
477
Blue Trust Inc
Georgia
$9K +$9K +28 New
PTC
478
Private Trust Company
Ohio
$9K +$9K +31 New
CFO
479
CVA Family Office
Colorado
$8K – – –
GIA
480
GHP Investment Advisors
Colorado
$7K +$4.08K +14 +140%
FCA
481
FinTrust Capital Advisors
South Carolina
$7K +$7K +27 New
MCM
482
MV Capital Management
Maryland
$6K -$571 -2 -9%
JWA
483
JFS Wealth Advisors
Pennsylvania
$6K – – –
CWM
484
Cranbrook Wealth Management
Michigan
$6K – – –
FMII
485
Farmers & Merchants Investments Inc
Nebraska
$6K – – –
PB
486
Pinnacle Bancorp
Nebraska
$6K – – –
GWS
487
Glassman Wealth Services
Virginia
$6K +$300 +1 +5%
SC
488
Schubert & Co
Texas
$6K +$4.2K +14 +233%
PCG
489
Private Capital Group
Connecticut
$4K – – –
BWM
490
BerganKDV Wealth Management
Minnesota
$4K – – –
PMFA
491
Plante Moran Financial Advisors
Michigan
$4K – – –
FPS
492
Fieldpoint Private Securities
Connecticut
$3K -$3.25K -13 -52%
HR
493
Howe & Rusling
New York
$3K -$750 -3 -20%
NFSG
494
Newbridge Financial Services Group
Florida
$3K – – –
LC
495
Lindbrook Capital
California
$3K +$1K +3 +50%
GKIM
496
GW&K Investment Management
Massachusetts
$3K +$2.18K +8 +267%
MPWT
497
MassMutual Private Wealth & Trust
Connecticut
$3K +$2.4K +8 +400%
BIA
498
Bell Investment Advisors
California
$3K +$3K +10 New
SFG
499
Steward Financial Group
Texas
$3K +$3K +13 New
AF
500
Advisornet Financial
Minnesota
$2K -$571 -2 -22%
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