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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 %
SWM
601
Spire Wealth Management
Virginia
$2.29K +$381 +1 +20%
PO
602
Private Ocean
California
$2.29K +$2.29K +6 New
CAL
603
Capital Analysts LLC
Pennsylvania
$2K – – –
CAL
604
Capital Advisors Ltd
Ohio
$2K +$2K +5 New
LFG
605
Larson Financial Group
Missouri
$1.91K +$1.52K +4 +400%
DF
606
Dunhill Financial
United Kingdom
$1.83K – – –
GEA
607
Glen Eagle Advisors
New Jersey
$1.53K +$1.53K +4 New
CWC
608
Carolinas Wealth Consulting
North Carolina
$1.14K – – –
IRC
609
Investors Research Corp
Georgia
$1.14K – – –
AP
610
Aspect Partners
Virginia
$1.14K – – –
ECM
611
Everence Capital Management
Indiana
$1.04K – – –
VNA
612
Valley National Advisers
Pennsylvania
$1K +$400 +2 +67%
SIC
613
Salem Investment Counselors
North Carolina
$763 – – –
RIL
614
Rothschild Investment LLC
Illinois
$762 -$762 -2 -50%
RCM
615
Raleigh Capital Management
North Carolina
$762 – – –
CTB
616
Country Trust Bank
Illinois
$762 +$762 +2 New
CPG
617
Cornerstone Planning Group
New Jersey
$713 -$357 -1 -33%
Kayne Anderson Rudnick Investment Management
618
Kayne Anderson Rudnick Investment Management
California
$447 – – –
TFM
619
TFC Financial Management
Massachusetts
$382 – – –
CA
620
CoreCap Advisors
Michigan
$381 -$193K -507 -100%
HWP
621
Highline Wealth Partners
California
$381 – – –
YDMI
622
Y.D. More Investments
Israel
$32 +$32 +32 New
BCPEMI
623
Bain Capital Public Equity Management II
Massachusetts
– -$57.7M -145,208 Closed
WP
624
Woodline Partners
California
– -$22.4M -56,452 Closed
Arrowstreet Capital
625
Arrowstreet Capital
Massachusetts
– -$18.5M -46,414 Closed
23 24
25
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