EG icon

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 %
ALAM
701
Asahi Life Asset Management
Japan
– -$316K -895 Closed
JCIA
702
Jackson Creek Investment Advisors
Colorado
– -$301K -852 Closed
FA
703
FDx Advisors
Illinois
– -$281K -795 Closed
RIA
704
Realta Investment Advisors
Delaware
– -$280K -791 Closed
SFA
705
Sequoia Financial Advisors
Ohio
– -$252K -713 Closed
BPC
706
Banque Pictet & Cie
Switzerland
– -$311K -667 Closed
CIBC World Market
707
CIBC World Market
Ontario, Canada
– -$232K -656 Closed
NL
708
NWAM LLC
Washington
– -$224K -633 Closed
GSC
709
Ground Swell Capital
South Carolina
– -$218K -617 Closed
KAS
710
Kestra Advisory Services
Texas
– -$207K -586 Closed
WTG
711
West Tower Group
Virginia
– -$91.2K -258 Closed
QL
712
Quarry LP
New York
– -$71.4K -202 Closed
ASN
713
Advisory Services Network
Georgia
– -$51.6K -146 Closed
BWM
714
BKM Wealth Management
Wisconsin
– -$46.7K -132 Closed
UOTTAIMCU
715
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$31.8K -90 Closed
HT
716
Headlands Technologies
Illinois
– -$24.8K -70 Closed
CBT
717
Central Bank & Trust
Kentucky
– -$13.4K -38 Closed
TCWA
718
Turtle Creek Wealth Advisors
Texas
– -$12.7K -36 Closed
CIR
719
Clear Investment Research
Georgia
– -$4.6K -13 Closed
VWWMG
720
Vermillion & White Wealth Management Group
Pennsylvania
– -$4.6K -13 Closed
AF
721
Advisornet Financial
Minnesota
– -$4.6K -13 Closed
AWM
722
Able Wealth Management
New Jersey
– -$1.93K -5 Closed
GI
723
Gradient Investments
Minnesota
– -$1.41K -4 Closed
UFF
724
USA Financial Formulas
Michigan
– -$1.06K -3 Closed
NFSG
725
Newbridge Financial Services Group
Florida
– -$1.06K -3 Closed
26 27 28
29
30