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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 %
SAM
501
Sompo Asset Management
Japan
$231K -$23.9K -60 -9%
WPC
502
Wedmont Private Capital
Pennsylvania
$228K -$372 -1 -0.2%
AWA
503
Arkadios Wealth Advisors
Georgia
$223K +$223K +560 New
CI Investments Inc
504
CI Investments Inc
Ontario, Canada
$221K -$192K -485 -47%
ECG
505
Edge Capital Group
Georgia
$220K +$220K +553 New
LNWWM
506
Laird Norton Wetherby Wealth Management
California
$216K -$23.5K -59 -10%
CCM
507
Coldstream Capital Management
Washington
$215K +$215K +540 New
IA
508
IFP Advisors
Florida
$213K +$17.1K +43 +9%
WMWM
509
Whitaker-Myers Wealth Managers
Ohio
$211K +$211K +531 New
ST
510
Somerset Trust
Pennsylvania
$211K +$211K +531 New
DWM
511
Dynasty Wealth Management
Florida
$209K +$209K +527 New
PA
512
Parallel Advisors
California
$204K +$27K +68 +15%
CA
513
CoreCap Advisors
Michigan
$202K +$202K +508 New
DWM
514
Darwin Wealth Management
Florida
$201K -$55.2K -139 -22%
JF
515
Jump Financial
Illinois
$201K -$4.9M -12,316 -96%
Assenagon Asset Management
516
Assenagon Asset Management
Luxembourg
$201K -$1.9M -4,772 -90%
DWA
517
Delap Wealth Advisory
Oregon
$201K +$201K +506 New
AC
518
Armistice Capital
New York
$201K +$201K +505 New
WB
519
Webster Bank
Connecticut
$199K – – –
AIP
520
Ameritas Investment Partners
Nebraska
$192K – – –
GI
521
GAMMA Investing
California
$174K +$44.5K +112 +34%
GBT
522
Grove Bank & Trust
Florida
$172K -$1.19K -3 -0.7%
CFGS
523
Concourse Financial Group Securities
Alabama
$165K +$28.6K +72 +21%
HFS
524
Hantz Financial Services
Michigan
$163K +$795 +2 +0.5%
AWM
525
Avior Wealth Management
Nebraska
$135K +$107K +270 +386%
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