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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 %
AA
476
ALPS Advisors
Colorado
$332K – – –
VI
477
Vestcor Inc
New Brunswick, Canada
$330K – – –
PD
478
Point72 (DIFC)
United Arab Emirates
$327K -$1.3M -3,584 -80%
AWA
479
Arkadios Wealth Advisors
Georgia
$327K – – –
CCI
480
Credit Capital Investments
New Jersey
$326K +$326K +900 New
SFI
481
Siemens Fonds Invest
Germany
$326K +$111K +308 +52%
AWS
482
Atria Wealth Solutions
New York
$325K +$325K +897 New
CAMG
483
CWA Asset Management Group
Florida
$322K +$7.61K +21 +2%
UCFA
484
United Capital Financial Advisors
Texas
$322K +$21.4K +59 +7%
AWA
485
Arete Wealth Advisors
Illinois
$320K +$320K +883 New
PCS
486
Personal CFO Solutions
New Jersey
$316K -$38.1K -105 -11%
AAIS
487
ABN AMRO Investment Solutions
$315K -$3.01M -8,299 -91%
CL
488
Choreo LLC
Illinois
$310K +$86K +239 +38%
GWM
489
Gitterman Wealth Management
New Jersey
$308K +$308K +850 New
KFC
490
Klingenstein Fields & Co
New York
$308K – – –
VAG
491
VisionPoint Advisory Group
Texas
$304K +$304K +838 New
CGL
492
Clarius Group LLC
Washington
$304K -$5.44K -15 -2%
FHA
493
Flagship Harbor Advisors
Massachusetts
$295K +$31.9K +88 +12%
HAS
494
Horizon Advisory Services
New York
$290K +$290K +800 New
TW
495
TrinityPoint Wealth
Connecticut
$286K -$33.3K -92 -10%
VSQM
496
V-Square Quantitative Management
Illinois
$284K +$6.16K +17 +2%
HBS
497
Howard Bailey Securities
Indiana
$282K +$282K +777 New
TSS
498
Two Sigma Securities
New York
$280K -$378K -1,042 -57%
MAM
499
MMA Asset Management
Pennsylvania
$278K +$278K +768 New
OCBCO
500
Oversea-Chinese Banking Corp (OCBC)
Singapore
$271K -$485K -1,338 -64%
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