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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 %
TFM
676
TFC Financial Management
Massachusetts
$363 – – –
MSWM
677
Mowery & Schoenfeld Wealth Management
Illinois
$363 +$363 +1 New
BFPW
678
BOK Financial Private Wealth
Colorado
$363 +$363 +1 New
RPA
679
Redwood Park Advisors
California
$363 +$363 +1 New
AP
680
Aspect Partners
Virginia
$362 -$724 -2 -67%
AF
681
Advisornet Financial
Minnesota
$362 – – –
NRG
682
Nemes Rush Group
Michigan
$362 +$362 +1 New
NC
683
NewSquare Capital
Pennsylvania
$362 +$362 +1 New
PWM
684
Parkworth Wealth Management
California
$362 +$362 +1 New
AIM
685
Anchor Investment Management
South Carolina
$135 -$146 – –
YDMI
686
Y.D. More Investments
Israel
$55 +$31 +31 +129%
CCMG
687
Clark Capital Management Group
Pennsylvania
– -$38M -97,027 Closed
WP
688
Woodline Partners
California
– -$24.7M -63,157 Closed
PFMOSF
689
Philadelphia Financial Management of San Francisco
California
– -$16.6M -42,340 Closed
IAIM
690
International Assets Investment Management
Florida
– -$58 -22,726 Closed
CCIA
691
Campbell & Co Investment Adviser
Maryland
– -$7.88M -20,116 Closed
SGDR
692
SPX Gestao de Recursos
Brazil
– -$6.99M -17,828 Closed
IP
693
Interval Partners
New York
– -$5.81M -14,824 Closed
TC
694
TwinBeech Capital
New York
– -$3.8M -9,690 Closed
PHK
695
Point72 Hong Kong
Hong Kong
– -$3.01M -7,673 Closed
ACM
696
Aquatic Capital Management
Illinois
– -$2.95M -7,520 Closed
CW
697
Channel Wealth
California
– -$2.72M -6,930 Closed
KWM
698
Kingsview Wealth Management
Oregon
– -$2.08M -5,297 Closed
HF
699
HRT Financial
New York
– -$1.93M -4,918 Closed
EGM
700
Engineers Gate Manager
New York
– -$1.8M -4,597 Closed
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