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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 %
DI
501
Disciplined Investments
Oklahoma
$2K – – –
JFA
502
JNBA Financial Advisors
Minnesota
$2K – – –
JWM
503
Janiczek Wealth Management
Colorado
$2K – – –
CAL
504
Capital Analysts LLC
Pennsylvania
$2K – – –
HS
505
Horan Securities
United States
$2K – – –
SPIA
506
Steward Partners Investment Advisory
New York
$2K – – –
MCM
507
Manchester Capital Management
Vermont
$2K +$1.67K +5 +500%
Loomis, Sayles & Company
508
Loomis, Sayles & Company
Massachusetts
$2K +$2K +6 New
WWP
509
WR Wealth Planners
Missouri
$1.4K – – –
GRP
510
Global Retirement Partners
California
$1K -$3K -6 -75%
IRC
511
Investors Research Corp
Georgia
$1K – – –
CI Investments Inc
512
CI Investments Inc
Ontario, Canada
$1K – – –
SC
513
Siena Capital
Ohio
$1K – – –
FBT
514
First Bank & Trust
South Dakota
$1K – – –
BWA
515
BDO Wealth Advisors
Florida
$1K – – –
PWMG
516
Prestige Wealth Management Group
New Jersey
$1K – – –
CWC
517
Carolinas Wealth Consulting
North Carolina
$1K – – –
C
518
Covestor
United Kingdom
$1K – – –
AAP
519
Arax Advisory Partners
Colorado
$1K +$1K +2 New
TCWM
520
Total Clarity Wealth Management
Illinois
$1K +$1K +2 New
SBL
521
Sargent Bickham Lagudis
Colorado
$1K +$1K +3 New
MBFW
522
Morton Brown Family Wealth
Pennsylvania
$1K +$1K +5 New
1IA
523
1834 Investment Advisors
Wisconsin
$1K +$1K +5 New
SWA
524
Sutton Wealth Advisors
Florida
$561 +$561 +2 New
BPC
525
Banque Pictet & Cie
Switzerland
$514 +$125 +447 +32%
19 20
21
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