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Everest Group
EG

Overview Fund Activity

665 hedge funds and large institutions have $15.4B invested in Everest Group in 2024 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 230 increasing their positions, 232 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+42
Holders Change %
+6.74%
% of All Funds
9.62%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
100
Increased
230
Reduced
232
Closed
50
Calls
$33.7M
Puts
$86.4M
Net Calls
-$52.7M
Net Calls Change
-$37.8M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$290M
2
VVP
Vulcan Value Partners
Alabama
$101M
3
UBS AM
UBS AM
Illinois
$121M
4
Millennium Management
Millennium Management
New York
$104M
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.16B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$864M
2
BlackRock
BlackRock
New York
$1.49B
3
AQR Capital Management
AQR Capital Management
Connecticut
$328M
4
KBC Group
KBC Group
Belgium
$66.4M
5
AllianceBernstein
AllianceBernstein
Tennessee
$81.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
626
Prestige Wealth Management Group
New Jersey
$4.7K – – –
BIA
627
Bell Investment Advisors
California
$4.31K -$784 -2 -15%
SIC
628
SJS Investment Consulting
Ohio
$3.92K – – –
TWD
629
True Wealth Design
Ohio
$3.53K -$899K -2,294 -100%
WWP
630
WR Wealth Planners
Missouri
$3.53K – – –
IA
631
IFP Advisors
Florida
$3.53K -$197K -503 -98%
WTA
632
Washington Trust Advisors
Massachusetts
$2.89K – – –
MCM
633
Manchester Capital Management
Vermont
$2.74K -$4.31K -11 -61%
DPW
634
DiNuzzo Private Wealth
Pennsylvania
$2.74K – – –
HPC
635
HM Payson & Co
Maine
$2.74K +$2.74K +7 New
AFWM
636
Abich Financial Wealth Management
Virginia
$2.74K +$2.74K +7 New
JFA
637
JNBA Financial Advisors
Minnesota
$2.35K – – –
SWM
638
Spire Wealth Management
Virginia
$2.35K – – –
GFPC
639
Global Financial Private Client
Florida
$2.35K +$2.35K +6 New
CAL
640
Capital Analysts LLC
Pennsylvania
$2K – – –
GEA
641
Glen Eagle Advisors
New Jersey
$1.58K – – –
LIS
642
Legacy Investment Solutions
Idaho
$1.48K +$1.48K +4 New
LWMI
643
Legacy Wealth Management (Idaho)
Idaho
$1.48K +$1.48K +4 New
CWC
644
Carolinas Wealth Consulting
North Carolina
$1.18K – – –
IRC
645
Investors Research Corp
Georgia
$1.18K – – –
AP
646
Aspect Partners
Virginia
$1.18K – – –
FCM
647
Fourpath Capital Management
Oklahoma
$1.18K +$1.18K +3 New
GSEP
648
Golden State Equity Partners
California
$1.17K +$1.17K +3 New
PMAM
649
Picton Mahoney Asset Management
Ontario, Canada
$1K +$1K +3 New
OAJ
650
Ogorek Anthony Joseph
New York
$1K +$1K +5 New
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