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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
1
Vulcan Value Partners
Alabama
$355M
2
SCM
2
Sterling Capital Management
North Carolina
$101M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$68.9M
4
DSC
4
Donald Smith & Co
New York
$56.3M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$55.4M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$244M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$592M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$165M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$10.3M
5
BlackRock
5
BlackRock
New York
$1.29B
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
726
Equitable Holdings
New York
– -$226K -576 Closed
Envestnet Portfolio Solutions
727
Envestnet Portfolio Solutions
Illinois
– -$220K -561 Closed
BC
728
Burney Company
Virginia
– -$214K -545 Closed
LNWWM
729
Laird Norton Wetherby Wealth Management
California
– -$212K -542 Closed
DWM
730
Dynasty Wealth Management
Florida
– -$211K -539 Closed
CFSG
731
Clark Financial Services Group
Missouri
– -$210K -536 Closed
HT
732
Headlands Technologies
Illinois
– -$60.3K -154 Closed
ACM
733
Aster Capital Management
United Arab Emirates
– -$55.6K -142 Closed
Loomis, Sayles & Company
734
Loomis, Sayles & Company
Massachusetts
– -$50K -127 Closed
ANBT
735
American National Bank & Trust
Texas
– -$49.4K -126 Closed
OSNBOA
736
Old Second National Bank of Aurora
Illinois
– -$40.4K -103 Closed
NL
737
NVWM LLC
Pennsylvania
– -$25.9K -66 Closed
RFS
738
Richardson Financial Services
Massachusetts
– -$21K -55 Closed
BWP
739
Baldwin Wealth Partners
Massachusetts
– -$19.6K -50 Closed
CCC
740
Chelsea Counsel Company
California
– -$13.7K -35 Closed
CPA
741
Capital Performance Advisors
California
– -$11.4K -29 Closed
ATS
742
Ashton Thomas Securities
New York
– -$7.45K -19 Closed
CA
743
Crewe Advisors
Utah
– -$5.49K -14 Closed
SWM
744
Sugarloaf Wealth Management
Georgia
– -$5.09K -13 Closed
WWP
745
WR Wealth Planners
Missouri
– -$3.53K -9 Closed
TWD
746
True Wealth Design
Ohio
– -$3.53K -9 Closed
CAL
747
Capital Analysts LLC
Pennsylvania
– -$2K -5 Closed
FCM
748
Fourpath Capital Management
Oklahoma
– -$1.18K -3 Closed
GSEP
749
Golden State Equity Partners
California
– -$1.17K -3 Closed
SIC
750
Salem Investment Counselors
North Carolina
– -$784 -2 Closed
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