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Everest Group
EG

Overview Fund Activity

576 hedge funds and large institutions have $13B invested in Everest Group in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 197 increasing their positions, 209 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
+23
Holders Change %
+4.16%
% of All Funds
9.22%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
72
Increased
197
Reduced
209
Closed
39
Calls
$26M
Puts
$22.5M
Net Calls
+$3.51M
Net Calls Change
+$26M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$148M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$50.1M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$38.1M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$35.6M
5
CRM
Cramer Rosenthal McGlynn
Connecticut
+$34.9M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$169M
2
Man Group
Man Group
United Kingdom
-$87.6M
3
NI
Nuance Investments
Missouri
-$64M
4
MHI
Miller Howard Investments
New York
-$43.1M
5
Franklin Resources
Franklin Resources
California
-$42.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
URS
226
Utah Retirement Systems
Utah
$2.48M +$11.1K +31 +0.5%
Renaissance Technologies
227
Renaissance Technologies
New York
$2.47M +$2.04M +5,700 +475%
OAM
228
Ostrum Asset Management
France
$2.43M +$2.43M +6,800 New
FM
229
Foster & Motley
Ohio
$2.42M +$951K +2,657 +65%
COPPSERS
230
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.38M +$6.8K +19 +0.3%
SEIA
231
Signature Estate & Investment Advisors
California
$2.37M -$229K -640 -9%
Skandinaviska Enskilda Banken (SEB)
232
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.36M -$11.1K -31 -0.5%
CIC
233
Chase Investment Counsel
Virginia
$2.34M +$26.8K +75 +1%
BCM
234
Bridgeway Capital Management
Texas
$2.34M – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
235
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.32M -$19.8M -55,330 -90%
GHAM
236
Gilman Hill Asset Management
Connecticut
$2.28M +$156K +435 +7%
NYLIM
237
New York Life Investment Management
New York
$2.25M -$358 -1 -0%
Janus Henderson Group
238
Janus Henderson Group
United Kingdom
$2.23M +$421K +1,177 +23%
Thrivent Financial for Lutherans
239
Thrivent Financial for Lutherans
Minnesota
$2.18M +$117K +329 +6%
Korea Investment Corp
240
Korea Investment Corp
South Korea
$2.16M -$10.4K -29 -0.5%
RJFSA
241
Raymond James Financial Services Advisors
Florida
$2.13M -$188K -524 -8%
N
242
Natixis
France
$2.12M -$2.35M -6,567 -53%
Osaic Holdings
243
Osaic Holdings
Arizona
$2.11M +$1.16M +3,233 +121%
YCM
244
Yousif Capital Management
Michigan
$2.09M -$147K -410 -7%
TCOT
245
Trust Company of Toledo
Ohio
$2.07M -$3.58K -10 -0.2%
Handelsbanken Fonder
246
Handelsbanken Fonder
Sweden
$2.06M – – –
LPL Financial
247
LPL Financial
California
$2.06M +$38.7K +108 +2%
Walleye Trading
248
Walleye Trading
New York
$2.04M -$756K -2,111 -27%
PFM
249
Patton Fund Management
Texas
$2.04M -$1.36M -3,797 -40%
AP
250
Americana Partners
Texas
$1.98M +$35.8K +100 +2%
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