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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
$1.59B
2
Boston Partners
Boston Partners
Massachusetts
$476M
3
KBC Group
KBC Group
Belgium
$124M
4
AQR Capital Management
AQR Capital Management
Connecticut
$403M
5
Franklin Resources
Franklin Resources
California
$510M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$223M
2
Viking Global Investors
Viking Global Investors
Connecticut
$0
3
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$57.7M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$9.76M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
626
Raleigh Capital Management
North Carolina
$795 +$398 +1 +100%
SIC
627
Salem Investment Counselors
North Carolina
$795 +$795 +2 New
Kayne Anderson Rudnick Investment Management
628
Kayne Anderson Rudnick Investment Management
California
$467 – – –
AWM
629
Abound Wealth Management
Tennessee
$406 – – –
LFG
630
Larson Financial Group
Missouri
$398 -$52.5K -132 -99%
TWP
631
TFO Wealth Partners
Ohio
$398 -$796 -2 -67%
HWP
632
Highline Wealth Partners
California
$398 – – –
TCM
633
TD Capital Management
Tennessee
$398 +$398 +1 New
TFM
634
TFC Financial Management
Massachusetts
$398 +$398 +1 New
Viking Global Investors
635
Viking Global Investors
Connecticut
– -$231M -652,302 Closed
JAM
636
Jupiter Asset Management
United Kingdom
– -$66.1M -186,854 Closed
JCM
637
Junto Capital Management
New York
– -$47.6M -134,701 Closed
CRM
638
Cramer Rosenthal McGlynn
Connecticut
– -$26.6M -75,110 Closed
EIP
639
Epoch Investment Partners
New York
– -$22.4M -63,388 Closed
GC
640
Gillson Capital
Illinois
– -$21.4M -60,487 Closed
TC
641
TwinBeech Capital
New York
– -$18M -50,958 Closed
Point72 Asset Management
642
Point72 Asset Management
Connecticut
– -$17.5M -49,485 Closed
CSS
643
Cubist Systematic Strategies
Connecticut
– -$17.1M -48,398 Closed
PHK
644
Point72 Hong Kong
Hong Kong
– -$10.6M -29,997 Closed
SAM
645
Synergy Asset Management
Washington
– -$9.91M -28,038 Closed
AAF
646
Andra AP-fonden
Sweden
– -$9.55M -27,000 Closed
ACM
647
Aquatic Capital Management
Illinois
– -$9.42M -26,640 Closed
Nomura Holdings
648
Nomura Holdings
Japan
– -$6.21M -17,566 Closed
TI
649
Trexquant Investment
Connecticut
– -$5.94M -16,808 Closed
DTL
650
Dynamic Technology Lab
Singapore
– -$5.3M -14,995 Closed
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