EG icon

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 %
SIC
651
Salem Investment Counselors
North Carolina
$784 – – –
RIL
652
Rothschild Investment LLC
Illinois
$784 – – –
RCM
653
Raleigh Capital Management
North Carolina
$784 – – –
MA
654
MCF Advisors
Kentucky
$784 +$784 +2 New
CAM
655
Creekmur Asset Management
Illinois
$784 +$784 +2 New
Kayne Anderson Rudnick Investment Management
656
Kayne Anderson Rudnick Investment Management
California
$460 – – –
HWP
657
Highline Wealth Partners
California
$394 – – –
CA
658
CoreCap Advisors
Michigan
$392 – – –
TFM
659
TFC Financial Management
Massachusetts
$392 – – –
AF
660
Advisornet Financial
Minnesota
$392 +$392 +1 New
AIM
661
Anchor Investment Management
South Carolina
$146 – – –
IAIM
662
International Assets Investment Management
Florida
$58 +$58 +22,726 New
PFA
663
Pathway Financial Advisers
Indiana
$35 +$35 +13,679 +39,083%
YDMI
664
Y.D. More Investments
Israel
$25 -$8 -8 -25%
Norges Bank
665
Norges Bank
Norway
– -$342M -897,523 Closed
MWM
666
Moran Wealth Management
Florida
– -$11.6M -30,353 Closed
BF
667
BOK Financial
Oklahoma
– -$4.41M -11,576 Closed
DFG
668
Dupree Financial Group
Kentucky
– -$4.16M -10,927 Closed
TPSF
669
Texas Permanent School Fund
Texas
– -$2.74M -7,186 Closed
SEC
670
Seven Eight Capital
New York
– -$2.37M -6,227 Closed
SO
671
STRS Ohio
Ohio
– -$2.18M -5,725 Closed
DAS
672
Dynamic Advisor Solutions
Arizona
– -$1.83M -4,803 Closed
FC
673
FORA Capital
Florida
– -$1.34M -3,515 Closed
PL
674
Perpetual Ltd
Australia
– -$1.1M -2,877 Closed
WAM
675
WealthTrust Asset Management
Florida
– -$1.06M -2,770 Closed
25 26
27
28 29