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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 %
ST
526
Smithfield Trust
Pennsylvania
$228K – – –
FI
527
FWG Investments
Kentucky
$224K +$224K +617 New
C
528
Covestor
United Kingdom
$223K +$34.1K +94 +18%
QC
529
Quent Capital
New York
$222K -$12K -33 -5%
AOWM
530
Alpha Omega Wealth Management
Virginia
$222K +$222K +611 New
PA
531
Profund Advisors
Maryland
$219K -$40.2K -111 -16%
NIM
532
NEOS Investment Management
Connecticut
$218K -$1.45K -4 -0.7%
HI
533
Horizon Investments
North Carolina
$217K +$4.71K +13 +2%
CT
534
Colonial Trust
South Carolina
$216K +$127K +350 +142%
AG
535
Ascent Group
Virginia
$215K -$33.7K -93 -14%
AA
536
AlphaCentric Advisors
Puerto Rico
$214K -$16.7K -46 -7%
RS
537
R Squared
Hong Kong
$207K +$207K +570 New
ST
538
Somerset Trust
Pennsylvania
$206K +$1.81K +5 +0.9%
LA
539
Legacy Advisors
Pennsylvania
$206K +$206K +568 New
SRL
540
Scientech Research LLC
New Jersey
$203K -$368K -1,014 -64%
PA
541
Parallel Advisors
California
$203K -$2.54K -7 -1%
BBA
542
Baader Bank Aktiengesellschaft
Germany
$202K +$202K +558 New
DWM
543
Darwin Wealth Management
Florida
$201K +$1.45K +4 +0.7%
ECG
544
Edge Capital Group
Georgia
$200K – – –
GI
545
GAMMA Investing
California
$198K -$112K -308 -36%
CF
546
Centaurus Financial
California
$196K -$7.99K -22 -4%
SWM
547
Spire Wealth Management
Virginia
$195K +$193K +533 +8,883%
Walleye Capital
548
Walleye Capital
New York
$195K +$85.9K +237 +78%
CTC
549
Central Trust Company
Missouri
$188K +$57.6K +159 +44%
WB
550
Webster Bank
Connecticut
$181K – – –
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