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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 %
VA
676
Verdad Advisers
Massachusetts
– -$796K -2,250 Closed
GIS
677
Grayhawk Investment Strategies
Alberta, Canada
– -$775K -2,192 Closed
BRWA
678
B. Riley Wealth Advisors
Florida
– -$721K -2,040 Closed
CIM
679
Contravisory Investment Management
Massachusetts
– -$699K -1,978 Closed
BC
680
Bridgefront Capital
Texas
– -$666K -1,885 Closed
MM
681
MQS Management
New York
– -$664K -1,877 Closed
MC
682
Machina Capital
France
– -$653K -1,846 Closed
BCM
683
Bridgeway Capital Management
Texas
– -$636K -1,800 Closed
TSS
684
Two Sigma Securities
New York
– -$623K -1,763 Closed
GGHC
685
Gilder Gagnon Howe & Co
New York
– -$603K -1,706 Closed
SM
686
Sciencast Management
New Jersey
– -$571K -1,615 Closed
GCM
687
Graham Capital Management
Connecticut
– -$567K -1,604 Closed
SWP
688
Stratos Wealth Partners
Ohio
– -$540K -1,526 Closed
QIM
689
Quantitative Investment Management
Virginia
– -$532K -1,505 Closed
HIM
690
Hillsdale Investment Management
Ontario, Canada
– -$523K -1,480 Closed
SW
691
SteelPeak Wealth
California
– -$487K -1,378 Closed
SAM
692
Strategy Asset Managers
California
– -$481K -1,360 Closed
SC
693
SRB Corp
Massachusetts
– -$478K -1,352 Closed
CCM
694
Cinctive Capital Management
New York
– -$444K -1,255 Closed
APM
695
Advanced Portfolio Management
New York
– -$397K -1,123 Closed
1WA
696
180 Wealth Advisors
Washington
– -$374K -1,033 Closed
EFI
697
EHP Funds Inc
Canada
– -$354K -1,000 Closed
CF
698
Centaurus Financial
California
– -$345K -975 Closed
FI
699
FJ Investments
Utah
– -$338K -955 Closed
AIA
700
Arrow Investment Advisors
Maryland
– -$317K -897 Closed
26 27
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