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Everest Group
EG

Overview Fund Activity

553 hedge funds and large institutions have $11.9B invested in Everest Group in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 154 increasing their positions, 219 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
553
Holders Change
+44
Holders Change %
+8.64%
% of All Funds
8.92%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
98
Increased
154
Reduced
219
Closed
45
Calls
$32.9M
Puts
$55.4M
Net Calls
-$22.5M
Net Calls Change
+$9.18M

Top Buyers

1
ECU
1
Egerton Capital (UK)
United Kingdom
$149M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$201M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$152M
4
EIP
4
Epoch Investment Partners
New York
$59.7M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$113M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$382M
2
Boston Partners
2
Boston Partners
Massachusetts
$695M
3
Invesco
3
Invesco
Georgia
$148M
4
CIP
4
Champlain Investment Partners
Vermont
$364M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Nova Scotia
251
Bank of Nova Scotia
Ontario, Canada
$1.67M -$507K -1,531 -23%
RC
252
RBF Capital
California
$1.66M – – –
CIP
253
Chartwell Investment Partners
Pennsylvania
$1.6M -$38.1K -115 -2%
HIMCH
254
Hartford Investment Management Co (HIMCO)
Connecticut
$1.52M +$71.6K +216 +5%
CNB
255
Czech National Bank
Czech Republic
$1.52M +$1.33K +4 +0.1%
NAM
256
Nissay Asset Management
Japan
$1.47M -$24.5K -74 -2%
First Manhattan
257
First Manhattan
New York
$1.39M – – –
DM
258
Delphi Management
Massachusetts
$1.37M +$1.37M +4,141 New
National Bank of Canada
259
National Bank of Canada
Quebec, Canada
$1.37M +$11.6K +35 +0.9%
M&T Bank
260
M&T Bank
New York
$1.36M -$30.5K -92 -2%
Public Employees Retirement Association of Colorado
261
Public Employees Retirement Association of Colorado
Colorado
$1.36M – – –
FM
262
Foster & Motley
Ohio
$1.36M +$95.4K +288 +8%
VPIM
263
Vanguard Personalized Indexing Management
California
$1.32M +$59K +178 +5%
WT
264
Whittier Trust
California
$1.27M -$663 -2 -0.1%
AAM
265
Advisors Asset Management
Colorado
$1.25M +$35.1K +106 +3%
AP
266
Americana Partners
Texas
$1.23M +$693K +3,053 +129%
TRSOTSOK
267
Teachers Retirement System of the State of Kentucky
Kentucky
$1.23M – – –
JPMPWA
268
J.P. Morgan Private Wealth Advisors
California
$1.2M -$3.87M -11,686 -76%
O
269
Ossiam
France
$1.17M -$76.9K -232 -6%
JFG
270
Jefferies Financial Group
New York
$1.17M +$1.17M +3,529 New
SC
271
Scotia Capital
Ontario, Canada
$1.17M +$1.17M +3,521 New
Two Sigma Advisers
272
Two Sigma Advisers
New York
$1.16M +$1.16M +3,500 New
BCIM
273
British Columbia Investment Management
British Columbia, Canada
$1.15M -$126K -379 -10%
PFO
274
Pathstone Family Office
New Jersey
$1.12M +$565K +2,714 +102%
PGFC
275
Peapack-Gladstone Financial Corp
New Jersey
$1.12M -$551K -1,664 -33%
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