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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 %
Jones Financial Companies
551
Jones Financial Companies
Missouri
$24.4K +$4.19K +11 +21%
NL
552
NVWM LLC
Pennsylvania
$24K +$2.29K +6 +11%
UB
553
UMB Bank
Missouri
$22.5K +$22.5K +59 New
PSB
554
Piscataqua Savings Bank
New Hampshire
$21.3K – – –
RTC
555
Riverview Trust Company
Washington
$21K – – –
RFS
556
Richardson Financial Services
Massachusetts
$21K – – –
TPCW
557
TD Private Client Wealth
New York
$19.1K -$13.3K -35 -41%
ZB
558
Zions Bancorporation
Utah
$17.5K -$6.1K -16 -26%
HI
559
Harbour Investments
Wisconsin
$17.5K – – –
FHA
560
First Horizon Advisors
Tennessee
$16.8K +$3.05K +8 +22%
BC
561
Barrett & Company
Rhode Island
$15.2K – – –
AGWCA
562
Annis Gardner Whiting Capital Advisors
Florida
$14.1K +$10.3K +27 +270%
CCC
563
Chelsea Counsel Company
California
$13.3K – – –
PFA
564
Pathway Financial Advisers
Indiana
$13.3K – – –
PWMG
565
Private Wealth Management Group
New Jersey
$12.6K +$9.15K +24 +267%
TFF
566
The Family Firm
Maryland
$12.3K +$12.3K +32 New
IFAM
567
Institutional & Family Asset Management
Colorado
$12.2K +$2.29K +6 +23%
MCM
568
MV Capital Management
Maryland
$12.2K +$2.29K +6 +23%
CJ
569
Caitlin John
Michigan
$12.1K – – –
CFO
570
CVA Family Office
Colorado
$11.8K +$381 +1 +3%
GKIM
571
GW&K Investment Management
Massachusetts
$11K +$2.36K +6 +27%
W
572
WealthCollab
Washington
$10.7K +$7.24K +19 +211%
FMII
573
Farmers & Merchants Investments Inc
Nebraska
$10.3K – – –
RWMG
574
Redwood Wealth Management Group
New Jersey
$10.3K +$10.3K +27 New
BGAI
575
Bruce G. Allen Investments
Colorado
$9.91K +$4.57K +12 +86%
21 22
23
24 25