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Everest Group
EG

Overview Fund Activity

576 hedge funds and large institutions have $13.6B invested in Everest Group in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 215 increasing their positions, 198 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
–
Holders Change %
0%
% of All Funds
9.08%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
76
Increased
215
Reduced
198
Closed
74
Calls
$37.4M
Puts
$62.8M
Net Calls
-$25.4M
Net Calls Change
-$28.9M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$641M
2
Viking Global Investors
Viking Global Investors
Connecticut
$355M
3
Vanguard Group
Vanguard Group
Pennsylvania
$1.82B
4
BlackRock
BlackRock
New York
$1.09B
5
ZP
Zimmer Partners
New York
$81.2M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$15.1M
2
Boston Partners
Boston Partners
Massachusetts
$432M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$204M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$36.8M
5
Millennium Management
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
626
AXS Investments
New York
– -$163K -455 Closed
UAML
627
US Asset Management LLC
Pennsylvania
– -$139K -388 Closed
Parallax Volatility Advisers
628
Parallax Volatility Advisers
California
– -$129K -359 Closed
ASN
629
Advisory Services Network
Georgia
– -$108K -302 Closed
BAM
630
Belpointe Asset Management
Nevada
– -$90.8K -253 Closed
FCA
631
Fortis Capital Advisors
Kansas
– -$81.6K -228 Closed
AS
632
Altshuler Shaham
Israel
– -$78K -218 Closed
IG
633
ING Group
Netherlands
– -$55.5K -155 Closed
CA
634
Clearstead Advisors
Ohio
– -$44.8K -125 Closed
EI
635
Ellevest Inc
New York
– -$32.9K -92 Closed
FIA
636
FNY Investment Advisers
New York
– -$18K -51 Closed
KFP
637
KB Financial Partners
New Jersey
– -$10K -29 Closed
SFG
638
Steward Financial Group
Texas
– -$8K -23 Closed
SC
639
Schubert & Co
Texas
– -$7.88K -22 Closed
AAS
640
Ameritas Advisory Services
Nebraska
– -$7.77K -22 Closed
GWS
641
Glassman Wealth Services
Virginia
– -$7.52K -21 Closed
TWA
642
TCI Wealth Advisors
Arizona
– -$3.94K -11 Closed
FRA
643
Front Row Advisors
California
– -$3K -8 Closed
SSC
644
Syverson Strege & Co
Iowa
– -$1.79K -5 Closed
VWM
645
Venturi Wealth Management
Texas
– -$1.43K -4 Closed
CAC
646
Core Alternative Capital
Georgia
– -$1.43K -4 Closed
PI
647
PEAK6 Investments
Illinois
– -$1.15K -3 Closed
CFGS
648
Concourse Financial Group Securities
Alabama
– -$716 -2 Closed
BWM
649
BerganKDV Wealth Management
Minnesota
– -$825 -2 Closed
2L
650
25 LLC
Missouri
– -$384 -1 Closed
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