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Everest Group
EG

Overview Fund Activity

685 hedge funds and large institutions have $14.6B invested in Everest Group in 2024 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 259 increasing their positions, 241 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
685
Holders Change
+20
Holders Change %
+3.01%
% of All Funds
9.12%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
97
Increased
259
Reduced
241
Closed
65
Calls
$141M
Puts
$124M
Net Calls
+$17.2M
Net Calls Change
+$69.9M

Top Buyers

1
VVP
Vulcan Value Partners
Alabama
$355M
2
SCM
Sterling Capital Management
North Carolina
$101M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$68.9M
4
DSC
Donald Smith & Co
New York
$56.3M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$55.4M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$244M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$592M
3
First Trust Advisors
First Trust Advisors
Illinois
$165M
4
ClearBridge Investments
ClearBridge Investments
New York
$10.3M
5
BlackRock
BlackRock
New York
$1.29B
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
576
Arrowpoint Investment Partners
Singapore
$68.9K +$68.9K +190 New
MCM
577
MAI Capital Management
Ohio
$65.7K +$65.7K +181 New
SIM
578
Sentry Investment Management
Wisconsin
$59K -$9.47K -26 -14%
KFI
579
Key Financial Inc
Pennsylvania
$57.6K – – –
Optiver Holding
580
Optiver Holding
Netherlands
$51.5K +$51.5K +142 New
PFBT
581
Parkside Financial Bank & Trust
Missouri
$48.9K +$725 +2 +2%
GWSG
582
GPS Wealth Strategies Group
Colorado
$46.8K – – –
BIG
583
Brooklyn Investment Group
New York
$43.5K +$7.25K +20 +20%
WTC
584
WhitTier Trust Company
Nevada
$41.7K -$13.8K -38 -25%
FA
585
Fedenia Advisers
Wisconsin
$40.2K +$40.2K +111 New
WA
586
WPG Advisers
Maryland
$40.2K +$40.2K +111 New
MA
587
Montag & Associates
Georgia
$39.9K – – –
TIM
588
Thompson Investment Management
Wisconsin
$37.7K – – –
Jones Financial Companies
589
Jones Financial Companies
Missouri
$36.4K +$5.46K +15 +18%
CA
590
Clearstead Advisors
Ohio
$35.2K +$3.63K +10 +11%
GWM
591
Geneos Wealth Management
Colorado
$33K – – –
EB
592
Eastern Bank
Massachusetts
$32.6K – – –
BC
593
Bayforest Capital
United Kingdom
$31.5K +$31.5K +87 New
BGAI
594
Bruce G. Allen Investments
Colorado
$31.2K +$2.9K +8 +10%
SS
595
SBI Securities
Japan
$31.2K +$31.2K +86 New
LC
596
Lindbrook Capital
California
$30.8K -$1.09K -3 -3%
EAM
597
Empirical Asset Management
Massachusetts
$30.6K +$30.6K +30,581 New
DIP
598
DT Investment Partners
Pennsylvania
$29.7K – – –
CH
599
Cromwell Holdings
Wyoming
$29.7K – – –
TFA
600
Toth Financial Advisory
Virginia
$29K -$18.1K -50 -38%
22 23
24
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