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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 %
MAM
601
Meeder Asset Management
Ohio
$3.98K -$227K -570 -98%
RFG
602
RFP Financial Group
Georgia
$3.98K -$4.37K -11 -52%
AGWCA
603
Annis Gardner Whiting Capital Advisors
Florida
$3.98K +$3.98K +10 New
FGAM
604
Financial Gravity Asset Management
Texas
$3.86K +$3.86K +10 New
PWMG
605
Private Wealth Management Group
New Jersey
$3.58K -$1.99K -5 -36%
W
606
WealthCollab
Washington
$3.58K – – –
OLVIG
607
Oliver Lagore Vanvalin Investment Group
Michigan
$2.78K -$398 -1 -13%
BIA
608
Bell Investment Advisors
California
$2.78K +$398 +1 +17%
WTA
609
Washington Trust Advisors
Massachusetts
$2.63K – – –
DPW
610
DiNuzzo Private Wealth
Pennsylvania
$2.39K -$398 -1 -14%
JFA
611
JNBA Financial Advisors
Minnesota
$2.39K – – –
CAL
612
Capital Analysts LLC
Pennsylvania
$2K – – –
CSB
613
City State Bank
Iowa
$2K +$2K +6 New
SWM
614
Spire Wealth Management
Virginia
$1.99K +$1.19K +3 +150%
DF
615
Dunhill Financial
United Kingdom
$1.88K +$376 +1 +25%
RIL
616
Rothschild Investment LLC
Illinois
$1.59K -$1.99K -5 -56%
WPWM
617
Western Pacific Wealth Management
Illinois
$1.59K +$1.59K +4 New
IRC
618
Investors Research Corp
Georgia
$1.19K – – –
CWC
619
Carolinas Wealth Consulting
North Carolina
$1.19K – – –
AP
620
Aspect Partners
Virginia
$1.19K +$795 +2 +200%
RS
621
Rakuten Securities
Japan
$1.19K +$795 +2 +200%
ECM
622
Everence Capital Management
Indiana
$1.13K – – –
CPG
623
Cornerstone Planning Group
New Jersey
$1.11K +$1.11K +3 New
AW
624
Avion Wealth
Texas
$1K -$2K -2 -67%
VNA
625
Valley National Advisers
Pennsylvania
$1K – – –
23 24
25
26 27