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Everest Group
EG

Overview Fund Activity

576 hedge funds and large institutions have $13.6B invested in Everest Group in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 215 increasing their positions, 198 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
–
Holders Change %
0%
% of All Funds
9.08%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
76
Increased
215
Reduced
198
Closed
74
Calls
$37.4M
Puts
$62.8M
Net Calls
-$25.4M
Net Calls Change
-$28.9M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$641M
2
Viking Global Investors
Viking Global Investors
Connecticut
$355M
3
Vanguard Group
Vanguard Group
Pennsylvania
$1.82B
4
BlackRock
BlackRock
New York
$1.09B
5
ZP
Zimmer Partners
New York
$81.2M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$15.1M
2
Boston Partners
Boston Partners
Massachusetts
$432M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$204M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$36.8M
5
Millennium Management
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HS
551
Horan Securities
United States
$3.08K – – –
FMP
552
Financial Management Professionals
Texas
$3K -$26.7K -80 -90%
SIA
553
SkyView Investment Advisors
New Jersey
$3K +$1.88K +5 +167%
SPIA
554
Steward Partners Investment Advisory
New York
$2.74K – – –
SCA
555
Stonebridge Capital Advisors
Minnesota
$2.39K -$6.84K -20 -74%
DI
556
Disciplined Investments
Oklahoma
$2.39K +$342 +1 +17%
JFA
557
JNBA Financial Advisors
Minnesota
$2.05K – – –
MCM
558
Manchester Capital Management
Vermont
$2.05K +$684 +2 +50%
CAL
559
Capital Analysts LLC
Pennsylvania
$2K – – –
WT
560
Washington Trust
Rhode Island
$1.71K -$342 -1 -17%
JWM
561
Janiczek Wealth Management
Colorado
$1.37K – – –
IPW
562
Impact Partnership Wealth
Georgia
$1.37K +$1.37K +4 New
NFSG
563
Newbridge Financial Services Group
Florida
$1.03K -$2.05K -6 -67%
PWMG
564
Prestige Wealth Management Group
New Jersey
$1.03K -$342 -1 -25%
CWC
565
Carolinas Wealth Consulting
North Carolina
$1.03K – – –
GRP
566
Global Retirement Partners
California
$1.03K – – –
IRC
567
Investors Research Corp
Georgia
$1.03K – – –
MA
568
MCF Advisors
Kentucky
$1.03K +$1.03K +3 New
AW
569
Avion Wealth
Texas
$1K +$333 +1 +50%
NSIM
570
North Star Investment Management
Illinois
$684 – – –
BWA
571
BDO Wealth Advisors
Florida
$684 – – –
AWM
572
Abound Wealth Management
Tennessee
$344 +$344 +1 New
TWP
573
TFO Wealth Partners
Ohio
$342 – – –
HWP
574
Highline Wealth Partners
California
$342 – – –
M
575
MOTCO
Texas
$342 +$342 +1 New
21 22
23
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