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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 %
IA
651
IFP Advisors
Florida
$3.26K -$6.52K -6 -67%
WTA
652
Washington Trust Advisors
Massachusetts
$2.95K +$368 +1 +14%
GFPC
653
Global Financial Private Client
Florida
$2.9K +$725 +2 +33%
SIC
654
SJS Investment Consulting
Ohio
$2.54K -$1.09K -3 -30%
DPW
655
DiNuzzo Private Wealth
Pennsylvania
$2.54K – – –
CA
656
CoreCap Advisors
Michigan
$2.54K +$2.18K +6 +600%
JFA
657
JNBA Financial Advisors
Minnesota
$2.18K – – –
RCM
658
Raleigh Capital Management
North Carolina
$1.81K +$1.09K +3 +150%
GEA
659
Glen Eagle Advisors
New Jersey
$1.47K – – –
CSWM
660
Cassady Schiller Wealth Management
Ohio
$1.45K +$1.45K +4 New
LIS
661
Legacy Investment Solutions
Idaho
$1.35K – – –
LWMI
662
Legacy Wealth Management (Idaho)
Idaho
$1.35K – – –
PWMG
663
Prestige Wealth Management Group
New Jersey
$1.09K -$3.26K -9 -75%
CWC
664
Carolinas Wealth Consulting
North Carolina
$1.09K – – –
IRC
665
Investors Research Corp
Georgia
$1.09K – – –
BWL
666
Bogart Wealth LLC
Virginia
$1.09K +$1.09K +3 New
OAJ
667
Ogorek Anthony Joseph
New York
$1K – – –
PMAM
668
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
CAL
669
Capital Advisors Ltd
Ohio
$1K +$500 +1 +100%
AW
670
Avion Wealth
Texas
$1K +$600 +3 +150%
MA
671
MCF Advisors
Kentucky
$725 – – –
WCM
672
WealthTrak Capital Management
Virginia
$725 +$725 +2 New
SO
673
Sierra Ocean
California
$725 +$725 +2 New
Kayne Anderson Rudnick Investment Management
674
Kayne Anderson Rudnick Investment Management
California
$426 – – –
HWP
675
Highline Wealth Partners
California
$366 – – –
25 26
27
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