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Everest Group
EG

Overview Fund Activity

685 hedge funds and large institutions have $14.6B invested in Everest Group in 2024 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 259 increasing their positions, 241 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
685
Holders Change
+20
Holders Change %
+3.01%
% of All Funds
9.12%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
97
Increased
259
Reduced
241
Closed
65
Calls
$141M
Puts
$124M
Net Calls
+$17.2M
Net Calls Change
+$69.9M

Top Buyers

1
VVP
Vulcan Value Partners
Alabama
$355M
2
SCM
Sterling Capital Management
North Carolina
$101M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$68.9M
4
DSC
Donald Smith & Co
New York
$56.3M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$55.4M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$244M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$592M
3
First Trust Advisors
First Trust Advisors
Illinois
$165M
4
ClearBridge Investments
ClearBridge Investments
New York
$10.3M
5
BlackRock
BlackRock
New York
$1.29B
Name Holding Trade Value Shares
Change 		Shares
Change %
ZB
626
Zions Bancorporation
Utah
$11.6K – – –
AP
627
Atwood & Palmer
Missouri
$11.2K – – –
HI
628
Harbour Investments
Wisconsin
$11.2K -$5.44K -15 -33%
UB
629
UMB Bank
Missouri
$10.9K -$12.7K -35 -54%
RS
630
Rakuten Securities
Japan
$10.9K +$10.9K +30 New
VWM
631
Venturi Wealth Management
Texas
$10.2K -$18.1K -50 -64%
PWMG
632
Private Wealth Management Group
New Jersey
$9.79K -$1.81K -5 -16%
MCM
633
MV Capital Management
Maryland
$9.79K -$1.81K -5 -16%
FMII
634
Farmers & Merchants Investments Inc
Nebraska
$9.79K – – –
JWA
635
JFS Wealth Advisors
Pennsylvania
$9.42K – – –
KIM
636
Kestra Investment Management
Texas
$8.89K +$8.89K +25 New
AGWCA
637
Annis Gardner Whiting Capital Advisors
Florida
$8.34K -$5.08K -14 -38%
FFO
638
Fortitude Family Office
Arizona
$8.34K +$3.63K +10 +77%
HCM
639
Hollencrest Capital Management
California
$7.25K – – –
HWM
640
Hemington Wealth Management
Virginia
$7K +$636 +2 +10%
RIL
641
Rothschild Investment LLC
Illinois
$5.44K +$4.71K +13 +650%
MCM
642
Manchester Capital Management
Vermont
$5.08K +$2.54K +7 +100%
S
643
Sachetta
Massachusetts
$4.71K – – –
WAS
644
Winch Advisory Services
Wisconsin
$4.71K – – –
VWWMG
645
Vermillion & White Wealth Management Group
Pennsylvania
$4.71K +$4.71K +13 New
TWC
646
TD Waterhouse Canada
Ontario, Canada
$4.71K – – –
HPC
647
HM Payson & Co
Maine
$4.35K +$1.81K +5 +71%
DRP
648
Decker Retirement Planning
Utah
$3.99K +$3.99K +11 New
W
649
WealthCollab
Washington
$3.26K -$7.61K -21 -70%
FMP
650
Financial Management Professionals
Texas
$3.26K -$1.09K -3 -25%
24 25
26
27 28