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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 %
HFS
501
Hantz Financial Services
Michigan
$155K -$1.14K -3 -0.7%
VanEck Associates
502
VanEck Associates
New York
$151K +$151K +397 New
CFGS
503
Concourse Financial Group Securities
Alabama
$136K -$22.9K -60 -14%
S
504
SignatureFD
Georgia
$135K +$32K +84 +31%
EDRH
505
Edmond de Rothschild Holding
Switzerland
$131K +$131K +345 New
SC
506
Steph & Co
Wisconsin
$130K +$1.14K +3 +0.9%
SPIA
507
Steward Partners Investment Advisory
New York
$128K +$48K +126 +60%
QCG
508
Quadrant Capital Group
Ohio
$105K -$6.86K -18 -6%
EWA
509
EverSource Wealth Advisors
Alabama
$99K +$3.93K +10 +4%
ADL
510
Asset Dedication LLC
California
$95.3K – – –
CT
511
Colonial Trust
South Carolina
$93.7K – – –
VCM
512
Versant Capital Management
Arizona
$91.1K – – –
AWM
513
Avior Wealth Management
Nebraska
$90.3K -$39.2K -103 -30%
HT
514
Headlands Technologies
Illinois
$89.9K +$89.9K +236 New
CI Investments Inc
515
CI Investments Inc
Ontario, Canada
$87K -$126K -329 -59%
FFA
516
Farther Finance Advisors
California
$83.3K -$1.14K -3 -1%
Loomis, Sayles & Company
517
Loomis, Sayles & Company
Massachusetts
$82K +$763 +2 +0.9%
AAP
518
Arax Advisory Partners
Colorado
$76.6K +$76.6K +201 New
FFC
519
First Financial Corp
Indiana
$76.2K – – –
EC
520
EntryPoint Capital
New York
$75.4K +$22.5K +59 +42%
SIM
521
Sentry Investment Management
Wisconsin
$72K -$14.6K -38 -17%
GRP
522
Global Retirement Partners
California
$71.6K +$4.57K +12 +7%
BTI
523
Blue Trust Inc
Georgia
$64.4K +$31K +78 +93%
KFI
524
Key Financial Inc
Pennsylvania
$60.6K – – –
PCM
525
Penserra Capital Management
California
$59K +$1.14K +3 +2%
19 20
21
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