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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
$342M
2
BlackRock
BlackRock
New York
$1.52B
3
Invesco
Invesco
Georgia
$301M
4
William Blair Investment Management
William Blair Investment Management
Illinois
$221M
5
Man Group
Man Group
United Kingdom
$79.3M

Top Sellers

1
UBS AM
UBS AM
Illinois
$21.6M
2
Los Angeles Capital Management
Los Angeles Capital Management
California
$70.8M
3
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$25M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$1.48B
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
576
JFS Wealth Advisors
Pennsylvania
$9.53K – – –
DWM
577
Dogwood Wealth Management
Kansas
$8.38K +$8.38K +22 New
TSWM
578
Tyler-Stone Wealth Management
Ohio
$7.24K +$7.24K +19 New
SAM
579
Smartleaf Asset Management
Massachusetts
$7.23K -$4.95K -13 -41%
MCM
580
Manchester Capital Management
Vermont
$6.86K +$381 +1 +6%
S
581
Sachetta
Massachusetts
$5.84K +$779 +2 +15%
CA
582
Crewe Advisors
Utah
$5.34K – – –
TFA
583
Transamerica Financial Advisors
Florida
$5K – – –
FMP
584
Financial Management Professionals
Texas
$5K – – –
BIA
585
Bell Investment Advisors
California
$4.95K +$2.29K +6 +86%
FFO
586
Fortitude Family Office
Arizona
$4.95K -$4.95K -13 -50%
LFA
587
LGT Financial Advisors
Texas
$4.95K – – –
VWWMG
588
Vermillion & White Wealth Management Group
Pennsylvania
$4.95K +$4.95K +13 New
WAS
589
Winch Advisory Services
Wisconsin
$4.95K +$4.95K +13 New
WIA
590
Wetzel Investment Advisors
Indiana
$4.77K -$9.54K -24 -67%
PWMG
591
Prestige Wealth Management Group
New Jersey
$4.57K -$381 -1 -8%
SIC
592
SJS Investment Consulting
Ohio
$3.81K – – –
RFG
593
RFP Financial Group
Georgia
$3.81K – – –
ATPW
594
Ashton Thomas Private Wealth
Arizona
$3.81K +$3.81K +10 New
WWP
595
WR Wealth Planners
Missouri
$3.43K -$762 -2 -18%
HGA
596
Hobbs Group Advisors
South Carolina
$3.06K +$3.06K +8 New
FCG
597
Financial Connections Group
California
$3K – – –
DPW
598
DiNuzzo Private Wealth
Pennsylvania
$2.67K +$381 +1 +17%
WTA
599
Washington Trust Advisors
Massachusetts
$2.52K – – –
JFA
600
JNBA Financial Advisors
Minnesota
$2.29K – – –
22 23
24
25 26