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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 %
WTC
526
WhitTier Trust Company
Nevada
$58.3K – – –
SOW
527
State of Wyoming
Wyoming
$56.8K -$221K -581 -80%
PFBT
528
Parkside Financial Bank & Trust
Missouri
$51.4K – – –
HCM
529
Hollencrest Capital Management
California
$51.4K – – –
TFA
530
Toth Financial Advisory
Virginia
$49.5K – – –
GWSG
531
GPS Wealth Strategies Group
Colorado
$49.2K – – –
HFM
532
Harvest Fund Management
China
$49K – – –
LC
533
Lindbrook Capital
California
$45.3K +$18.3K +48 +68%
MPWT
534
MassMutual Private Wealth & Trust
Connecticut
$43.8K +$11.8K +31 +37%
MA
535
Montag & Associates
Georgia
$41.9K – – –
JWM
536
Janiczek Wealth Management
Colorado
$41.9K +$13K +34 +45%
TIM
537
Thompson Investment Management
Wisconsin
$39.6K – – –
OSNBOA
538
Old Second National Bank of Aurora
Illinois
$39.2K +$39.2K +103 New
BFEC
539
Benjamin F. Edwards & Company
Missouri
$38K – – –
FCA
540
FinTrust Capital Advisors
South Carolina
$35.8K – – –
DIP
541
DT Investment Partners
Pennsylvania
$34.7K +$3.43K +9 +11%
PTC
542
Private Trust Company
Ohio
$33.1K -$762 -2 -2%
CA
543
Clearstead Advisors
Ohio
$33.1K – – –
VWM
544
Venturi Wealth Management
Texas
$32.8K +$28.2K +74 +617%
CH
545
Cromwell Holdings
Wyoming
$31.2K +$31.2K +82 New
HWA
546
Heritage Wealth Advisors
Virginia
$30.5K – – –
TCA
547
Trifecta Capital Advisors
Illinois
$30.5K – – –
AF
548
Allworth Financial
California
$28.9K +$2.31K +6 +9%
ANBT
549
American National Bank & Trust
Texas
$26.7K +$26.7K +70 New
MFT
550
Moisand Fitzgerald Tamayo
Florida
$24.4K – – –
20 21
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