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Everest Group
EG

Overview Fund Activity

661 hedge funds and large institutions have $14.4B invested in Everest Group in 2023 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 255 increasing their positions, 197 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+79
Holders Change %
+13.57%
% of All Funds
9.69%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.21%
New
122
Increased
255
Reduced
197
Closed
38
Calls
$26.6M
Puts
$76.1M
Net Calls
-$49.5M
Net Calls Change
-$19.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$458M
2
BlackRock
BlackRock
New York
$1.35B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$751M
4
AssetMark Inc
AssetMark Inc
California
$106M
5
AQR Capital Management
AQR Capital Management
Connecticut
$264M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$40.9M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$164M
3
Boston Partners
Boston Partners
Massachusetts
$328M
4
Franklin Resources
Franklin Resources
California
$373M
5
ECU
Egerton Capital (UK)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
576
Larson Financial Group
Missouri
$46.9K +$46.9K +133 New
BWM
577
BKM Wealth Management
Wisconsin
$46.7K +$46.7K +132 New
TFA
578
Toth Financial Advisory
Virginia
$46K +$31.8K +90 +225%
MA
579
Montag & Associates
Georgia
$38.9K +$38.9K +110 New
LC
580
Lindbrook Capital
California
$37.1K +$14.5K +41 +64%
TIM
581
Thompson Investment Management
Wisconsin
$36.8K – – –
BFEC
582
Benjamin F. Edwards & Company
Missouri
$35K – – –
FCA
583
FinTrust Capital Advisors
South Carolina
$33.2K – – –
CT
584
Cambridge Trust
Massachusetts
$31.8K – – –
UOTTAIMCU
585
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$31.8K +$31.8K +90 New
DIP
586
DT Investment Partners
Pennsylvania
$31.1K – – –
CA
587
Clearstead Advisors
Ohio
$30.8K +$25.8K +73 +521%
MPWT
588
MassMutual Private Wealth & Trust
Connecticut
$29.7K +$2.48K +7 +9%
TCA
589
Trifecta Capital Advisors
Illinois
$28.3K – – –
HWA
590
Heritage Wealth Advisors
Virginia
$28.3K – – –
JWM
591
Janiczek Wealth Management
Colorado
$26.9K -$7.43K -21 -22%
AF
592
Allworth Financial
California
$24.8K +$707 +2 +3%
HT
593
Headlands Technologies
Illinois
$24.8K +$24.8K +70 New
AWM
594
Avior Wealth Management
Nebraska
$24.8K +$24.8K +70 New
PTC
595
Private Trust Company
Ohio
$23.3K – – –
MFT
596
Moisand Fitzgerald Tamayo
Florida
$22.6K – – –
ZB
597
Zions Bancorporation
Utah
$22.3K +$354 +1 +2%
RFS
598
Richardson Financial Services
Massachusetts
$22.3K +$22.3K +63 New
PSB
599
Piscataqua Savings Bank
New Hampshire
$19.8K – – –
TPCW
600
TD Private Client Wealth
New York
$19.1K +$2.12K +6 +13%
22 23
24
25 26