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Everest Group
EG

Overview Fund Activity

582 hedge funds and large institutions have $15B invested in Everest Group in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 221 increasing their positions, 205 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
+6
Holders Change %
+1.04%
% of All Funds
9.28%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
71
Increased
221
Reduced
205
Closed
61
Calls
$49.2M
Puts
$79.4M
Net Calls
-$30.1M
Net Calls Change
-$4.79M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
+$98M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$83.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$55.9M
4
ClearBridge Investments
ClearBridge Investments
New York
+$55.8M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$52.9M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$157M
2
First Trust Advisors
First Trust Advisors
Illinois
-$88M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$85.4M
4
Man Group
Man Group
United Kingdom
-$64.5M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$55.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
226
Moran Wealth Management
Florida
$2.95M +$2.95M +7,948 New
ET
227
Equitable Trust
Tennessee
$2.92M – – –
US Bancorp
228
US Bancorp
Minnesota
$2.9M -$32K -86 -1%
GIS
229
Graphene Investments SAS
France
$2.82M -$260K -700 -8%
CNB
230
Czech National Bank
Czech Republic
$2.82M +$933K +2,511 +49%
ONB
231
Old National Bancorp
Indiana
$2.79M -$1.99M -5,342 -42%
II
232
IFM Investors
Australia
$2.78M +$71.7K +193 +3%
URS
233
Utah Retirement Systems
Utah
$2.73M +$27.1K +73 +1%
APF
234
Alaska Permanent Fund
Alaska
$2.69M +$11.5K +31 +0.4%
SEIA
235
Signature Estate & Investment Advisors
California
$2.66M +$108K +291 +4%
ACA
236
Anchor Capital Advisors
Massachusetts
$2.64M -$141K -380 -5%
DZ Bank
237
DZ Bank
Germany
$2.62M -$7.38M -19,860 -74%
CWM
238
CIBC World Markets
New York
$2.59M -$662K -1,782 -20%
Neuberger Berman Group
239
Neuberger Berman Group
New York
$2.57M +$293K +787 +13%
TAF
240
Tredje AP-fonden
Sweden
$2.55M -$330K -887 -11%
Thrivent Financial for Lutherans
241
Thrivent Financial for Lutherans
Minnesota
$2.53M +$58.3K +154 +2%
NYLIM
242
New York Life Investment Management
New York
$2.51M +$34.6K +93 +1%
MCM
243
Monument Capital Management
Virginia
$2.47M +$2.47M +6,656 New
RSWM
244
Robertson Stephens Wealth Management
California
$2.45M -$30.1K -81 -1%
Swedbank
245
Swedbank
Sweden
$2.43M -$1.83M -4,921 -43%
GHAM
246
Gilman Hill Asset Management
Connecticut
$2.43M +$46.5K +125 +2%
X
247
Xponance
Pennsylvania
$2.43M -$1.45M -3,888 -37%
KCM
248
Kempner Capital Management
Texas
$2.41M – – –
BAM
249
Ballast Asset Management
Texas
$2.38M +$2.38M +6,400 New
Janney Montgomery Scott
250
Janney Montgomery Scott
Pennsylvania
$2.33M +$1.16M +3,121 +100%
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