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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 %
OAM
476
Oppenheimer Asset Management
New York
$290K -$582K -1,464 -67%
SOW
477
State of Wyoming
Wyoming
$290K +$117K +294 +67%
AA
478
Ancora Advisors
Ohio
$288K – – –
SQA
479
Simon Quick Advisors
New Jersey
$287K +$287K +723 New
CCIA
480
Campbell & Co Investment Adviser
Maryland
$284K -$444K -1,116 -61%
BCV
481
Banque Cantonale Vaudoise
Switzerland
$283K – – –
AAS
482
Avantax Advisory Services
Texas
$280K +$2.39K +6 +0.9%
IWC
483
Integrated Wealth Concepts
Massachusetts
$278K -$205K -515 -42%
CDH
484
Charles D. Hyman
$278K – – –
SRL
485
Scientech Research LLC
New Jersey
$274K +$274K +690 New
RDWM
486
Red Door Wealth Management
Tennessee
$266K – – –
IGAM
487
iA Global Asset Management
Quebec, Canada
$264K -$6.76K -17 -2%
CC
488
Centiva Capital
New York
$260K -$3.11M -7,828 -92%
Envestnet Portfolio Solutions
489
Envestnet Portfolio Solutions
Illinois
$259K +$2.38K +6 +0.9%
TYCC
490
Texas Yale Capital Corp
Florida
$258K – – –
AA
491
AlphaCentric Advisors
Puerto Rico
$256K -$35K -88 -12%
PA
492
Profund Advisors
Maryland
$256K +$6.76K +17 +3%
QC
493
Quent Capital
New York
$253K -$4.77K -12 -2%
AG
494
Ascent Group
Virginia
$252K -$41.3K -104 -14%
ST
495
Smithfield Trust
Pennsylvania
$251K – – –
MYLI
496
Meiji Yasuda Life Insurance
Japan
$250K -$3.98K -10 -2%
HI
497
Horizon Investments
North Carolina
$250K +$6.36K +16 +3%
NIM
498
NEOS Investment Management
Connecticut
$240K -$3.58K -9 -1%
CTC
499
Central Trust Company
Missouri
$240K -$28.2K -71 -11%
PCIA
500
Prime Capital Investment Advisors
Kansas
$233K +$233K +586 New
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