EG icon

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 %
SC
526
Steph & Co
Wisconsin
$135K +$795 +2 +0.6%
QCG
527
Quadrant Capital Group
Ohio
$117K +$36.2K +91 +45%
S
528
SignatureFD
Georgia
$107K +$40.5K +102 +61%
ADL
529
Asset Dedication LLC
California
$99K – – –
CT
530
Colonial Trust
South Carolina
$97.8K – – –
VCM
531
Versant Capital Management
Arizona
$95K – – –
SIM
532
Sentry Investment Management
Wisconsin
$90K – – –
FFA
533
Farther Finance Advisors
California
$88.8K +$13.9K +35 +19%
EWA
534
EverSource Wealth Advisors
Alabama
$88.7K +$2.57K +7 +3%
Loomis, Sayles & Company
535
Loomis, Sayles & Company
Massachusetts
$85K -$57.5K -144 -40%
SPIA
536
Steward Partners Investment Advisory
New York
$83.9K – – –
FFC
537
First Financial Corp
Indiana
$79.5K – – –
GRP
538
Global Retirement Partners
California
$70K -$39.4K -99 -36%
C
539
Covestor
United Kingdom
$64K -$30.8K -77 -32%
KFI
540
Key Financial Inc
Pennsylvania
$63.2K – – –
WTC
541
WhitTier Trust Company
Nevada
$60.8K – – –
PCM
542
Penserra Capital Management
California
$60K -$76.5K -195 -56%
Walleye Trading
543
Walleye Trading
New York
$58.8K -$2.68M -6,745 -98%
SWS
544
SYSTM Wealth Solutions
Illinois
$56.8K +$1.99K +5 +4%
EC
545
EntryPoint Capital
New York
$55.3K -$81.9K -206 -60%
PFBT
546
Parkside Financial Bank & Trust
Missouri
$53.7K -$795 -2 -1%
HCM
547
Hollencrest Capital Management
California
$53.7K +$45.7K +115 +575%
TFA
548
Toth Financial Advisory
Virginia
$51.7K – – –
GWSG
549
GPS Wealth Strategies Group
Colorado
$51.3K -$9.14K -23 -15%
HFM
550
Harvest Fund Management
China
$51K +$50.2K +126 +6,300%
20 21
22
23 24