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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 %
RAM
501
Ramirez Asset Management
New York
$268K – – –
EWA
502
EP Wealth Advisors
California
$264K -$15.6K -43 -6%
AA
503
Ancora Advisors
Ohio
$263K – – –
CIBC World Market
504
CIBC World Market
Ontario, Canada
$262K +$71.9K +198 +38%
CFGS
505
Concourse Financial Group Securities
Alabama
$260K -$68K -187 -21%
LAM
506
Lingohr Asset Management
Germany
$260K -$446K -1,239 -63%
WPC
507
Wedmont Private Capital
Pennsylvania
$259K +$33.9K +96 +15%
TPA
508
Trivium Point Advisory
Connecticut
$259K -$26.5K -73 -9%
BCP
509
Blackhawk Capital Partners
Wisconsin
$256K +$58K +160 +29%
MC
510
Moors & Cabot
Massachusetts
$255K +$2.18K +6 +0.9%
PCMC
511
Paragon Capital Management (Colorado)
Colorado
$254K -$4.35K -12 -2%
CFO
512
Callan Family Office
Pennsylvania
$251K +$251K +692 New
JG
513
Jain Global
New York
$247K +$247K +682 New
VanEck Associates
514
VanEck Associates
New York
$246K +$93.7K +259 +62%
GCP
515
GSA Capital Partners
United Kingdom
$245K +$245K +677 New
HA
516
HFG Advisors
Ohio
$245K – – –
RDWM
517
Red Door Wealth Management
Tennessee
$243K +$362 +1 +0.1%
FIA
518
Foundations Investment Advisors
Arizona
$239K +$13.4K +37 +6%
MSFS
519
Main Street Financial Solutions
Pennsylvania
$237K -$4.71K -13 -2%
TYCC
520
Texas Yale Capital Corp
Florida
$236K – – –
BOSSRA
521
B.O.S.S. Retirement Advisors
Utah
$234K +$234K +646 New
GM
522
GeoWealth Management
Illinois
$234K +$209K +578 +863%
CAM
523
Cozad Asset Management
Illinois
$230K -$90.6K -250 -28%
MSA
524
MUFG Securities Americas
New York
$230K +$230K +635 New
Lido Advisors
525
Lido Advisors
California
$229K +$4.35K +12 +2%
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