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Everest Group
EG

Overview Fund Activity

634 hedge funds and large institutions have $16.1B invested in Everest Group in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 216 increasing their positions, 265 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
-27
Holders Change %
-4.08%
% of All Funds
9.19%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
70
Increased
216
Reduced
265
Closed
92
Calls
$41.1M
Puts
$65.4M
Net Calls
-$24.3M
Net Calls Change
+$25.1M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$741M
2
Boston Partners
Boston Partners
Massachusetts
+$107M
3
KBC Group
KBC Group
Belgium
+$107M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$105M
5
Franklin Resources
Franklin Resources
California
+$90.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$291M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$231M
3
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$109M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$79.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$69.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
576
First Horizon Advisors
Tennessee
$14.3K +$1.59K +4 +13%
CCC
577
Chelsea Counsel Company
California
$13.9K – – –
PFA
578
Pathway Financial Advisers
Indiana
$13.9K – – –
WIA
579
Wetzel Investment Advisors
Indiana
$13K +$1.08K +3 +9%
SAM
580
Smartleaf Asset Management
Massachusetts
$12.7K +$6.33K +16 +100%
CJ
581
Caitlin John
Michigan
$12.6K -$790 -2 -6%
CFO
582
CVA Family Office
Colorado
$11.9K – – –
FMII
583
Farmers & Merchants Investments Inc
Nebraska
$10.7K – – –
IFAM
584
Institutional & Family Asset Management
Colorado
$10.3K -$398 -1 -4%
FFO
585
Fortitude Family Office
Arizona
$10.3K – – –
MCM
586
MV Capital Management
Maryland
$10.3K +$398 +1 +4%
JWA
587
JFS Wealth Advisors
Pennsylvania
$9.94K -$398 -1 -4%
GKIM
588
GW&K Investment Management
Massachusetts
$9K +$1.64K +4 +22%
MCM
589
Manchester Capital Management
Vermont
$6.76K +$4.77K +12 +240%
BGAI
590
Bruce G. Allen Investments
Colorado
$5.57K – – –
CA
591
Crewe Advisors
Utah
$5.57K +$5.57K +14 New
PWMG
592
Prestige Wealth Management Group
New Jersey
$5.17K -$7.16K -18 -58%
LFA
593
LGT Financial Advisors
Texas
$5.17K – – –
FMP
594
Financial Management Professionals
Texas
$5K -$15.8K -38 -76%
TFA
595
Transamerica Financial Advisors
Florida
$5K +$5K +12 New
VWM
596
Venturi Wealth Management
Texas
$4.77K -$1.99K -5 -29%
S
597
Sachetta
Massachusetts
$4.6K – – –
WWP
598
WR Wealth Planners
Missouri
$4.37K +$4.37K +11 New
FCG
599
Financial Connections Group
California
$4K +$4K +9 New
SIC
600
SJS Investment Consulting
Ohio
$3.98K -$398 -1 -9%
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