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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 %
DGAM
251
Desjardins Global Asset Management
Quebec, Canada
$1.96M +$1.67M +4,667 +587%
CC
252
Centiva Capital
New York
$1.95M +$765K +2,136 +65%
CIBC Asset Management
253
CIBC Asset Management
Ontario, Canada
$1.94M -$45.8K -128 -2%
ACM
254
Alamar Capital Management
California
$1.93M +$5.73K +16 +0.3%
LBC
255
Lowe Brockenbrough & Co
Virginia
$1.9M -$10.4K -29 -0.5%
1832 Asset Management
256
1832 Asset Management
Ontario, Canada
$1.9M +$73.4K +205 +4%
PAM
257
Panagora Asset Management
Massachusetts
$1.88M -$12.2M -33,981 -87%
Allianz Asset Management
258
Allianz Asset Management
Germany
$1.88M -$5.53M -15,451 -75%
GC
259
Globeflex Capital
California
$1.87M – – –
GIBU
260
Gulf International Bank (UK)
United Kingdom
$1.87M -$609K -1,702 -25%
PP
261
Prudential plc
United Kingdom
$1.86M +$733K +2,048 +65%
WG
262
Winton Group
United Kingdom
$1.86M -$107K -299 -5%
CWM
263
CIBC World Markets
New York
$1.84M -$2.81M -7,840 -60%
VA
264
Verdad Advisers
Massachusetts
$1.79M -$895K -2,500 -33%
RC
265
RBF Capital
California
$1.79M – – –
HIIFS
266
Harel Insurance Investments & Financial Services
Israel
$1.78M +$1.78M +4,984 New
CIP
267
Chartwell Investment Partners
Pennsylvania
$1.77M +$43.3K +121 +3%
DT
268
Diversified Trust
Tennessee
$1.77M -$84.5K -236 -5%
Acadian Asset Management
269
Acadian Asset Management
Massachusetts
$1.76M +$1.66M +4,642 +1,584%
CNB
270
Czech National Bank
Czech Republic
$1.65M +$10.7K +30 +0.7%
Wealthfront Advisers
271
Wealthfront Advisers
California
$1.64M -$277K -773 -14%
Mackenzie Financial
272
Mackenzie Financial
Ontario, Canada
$1.58M +$1.58M +4,410 New
NAM
273
Nissay Asset Management
Japan
$1.53M -$58.4K -163 -4%
First Manhattan
274
First Manhattan
New York
$1.5M – – –
SC
275
Scotia Capital
Ontario, Canada
$1.5M +$242K +676 +19%
9 10
11
12 13