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Everest Group
EG

Overview Fund Activity

661 hedge funds and large institutions have $14.4B invested in Everest Group in 2023 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 255 increasing their positions, 197 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+79
Holders Change %
+13.57%
% of All Funds
9.69%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.21%
New
122
Increased
255
Reduced
197
Closed
38
Calls
$26.6M
Puts
$76.1M
Net Calls
-$49.5M
Net Calls Change
-$19.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$458M
2
BlackRock
BlackRock
New York
$1.35B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$751M
4
AssetMark Inc
AssetMark Inc
California
$106M
5
AQR Capital Management
AQR Capital Management
Connecticut
$264M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$40.9M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$164M
3
Boston Partners
Boston Partners
Massachusetts
$328M
4
Franklin Resources
Franklin Resources
California
$373M
5
ECU
Egerton Capital (UK)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
626
LGT Financial Advisors
Texas
$4.6K – – –
AF
627
Advisornet Financial
Minnesota
$4.6K +$2.12K +6 +86%
VWWMG
628
Vermillion & White Wealth Management Group
Pennsylvania
$4.6K +$4.6K +13 New
CIR
629
Clear Investment Research
Georgia
$4.6K +$4.6K +13 New
S
630
Sachetta
Massachusetts
$4.6K +$4.6K +13 New
SIC
631
SJS Investment Consulting
Ohio
$3.89K – – –
W
632
WealthCollab
Washington
$3.18K +$3.18K +9 New
RIL
633
Rothschild Investment LLC
Illinois
$3.18K +$3.18K +9 New
Jones Financial Companies
634
Jones Financial Companies
Missouri
$2.83K +$1.77K +5 +167%
OLVIG
635
Oliver Lagore Vanvalin Investment Group
Michigan
$2.83K +$2.83K +8 New
DPW
636
DiNuzzo Private Wealth
Pennsylvania
$2.48K +$2.48K +7 New
WTA
637
Washington Trust Advisors
Massachusetts
$2.34K – – –
JFA
638
JNBA Financial Advisors
Minnesota
$2.12K – – –
BIA
639
Bell Investment Advisors
California
$2.12K – – –
CAL
640
Capital Analysts LLC
Pennsylvania
$2K -$5.2K -13 -72%
AWM
641
Able Wealth Management
New Jersey
$1.93K +$1.93K +5 New
MCM
642
Manchester Capital Management
Vermont
$1.77K – – –
DF
643
Dunhill Financial
United Kingdom
$1.54K +$1.54K +4 New
GI
644
Gradient Investments
Minnesota
$1.41K +$1.41K +4 New
HGA
645
Hobbs Group Advisors
South Carolina
$1.07K +$1.07K +3 New
UFF
646
USA Financial Formulas
Michigan
$1.06K -$721K -2,038 -100%
TWP
647
TFO Wealth Partners
Ohio
$1.06K – – –
IRC
648
Investors Research Corp
Georgia
$1.06K – – –
CWC
649
Carolinas Wealth Consulting
North Carolina
$1.06K – – –
NFSG
650
Newbridge Financial Services Group
Florida
$1.06K – – –
24 25
26
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