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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 %
Nomura Holdings
476
Nomura Holdings
Japan
$239K +$239K +627 New
CCM
477
Coldstream Capital Management
Washington
$238K +$32.4K +85 +16%
Lido Advisors
478
Lido Advisors
California
$233K -$169K -443 -42%
PA
479
Parallel Advisors
California
$233K +$37.7K +99 +19%
WPC
480
Wedmont Private Capital
Pennsylvania
$232K -$1.91K -5 -0.8%
AIM
481
Aigen Investment Management
New York
$232K +$232K +608 New
NIM
482
NEOS Investment Management
Connecticut
$231K – – –
AG
483
Ascent Group
Virginia
$223K -$18.7K -49 -8%
SCM
484
Stevens Capital Management
Pennsylvania
$221K +$221K +580 New
DWM
485
Darwin Wealth Management
Florida
$218K +$25.2K +66 +13%
AI
486
Atria Investments
North Carolina
$218K +$218K +571 New
ECG
487
Edge Capital Group
Georgia
$211K – – –
LNWWM
488
Laird Norton Wetherby Wealth Management
California
$209K +$2.29K +6 +1%
ST
489
Somerset Trust
Pennsylvania
$208K +$5.72K +15 +3%
BC
490
Burney Company
Virginia
$208K +$208K +545 New
DWM
491
Dynasty Wealth Management
Florida
$207K +$5.72K +15 +3%
SP
492
Symmetry Partners
Connecticut
$201K -$79.9K -210 -28%
IA
493
IFP Advisors
Florida
$195K -$9.14K -24 -4%
WB
494
Webster Bank
Connecticut
$191K – – –
PI
495
PEAK6 Investments
Illinois
$190K -$641K -1,683 -77%
CTC
496
Central Trust Company
Missouri
$187K -$42.7K -112 -19%
AIP
497
Ameritas Investment Partners
Nebraska
$184K – – –
C
498
Covestor
United Kingdom
$182K +$121K +317 +198%
GBT
499
Grove Bank & Trust
Florida
$163K -$2.29K -6 -1%
TWC
500
TD Waterhouse Canada
Ontario, Canada
$155K -$192K -507 -55%
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