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Everest Group
EG

Overview Fund Activity

576 hedge funds and large institutions have $13.6B invested in Everest Group in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 215 increasing their positions, 198 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
–
Holders Change %
0%
% of All Funds
9.08%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
76
Increased
215
Reduced
198
Closed
74
Calls
$37.4M
Puts
$62.8M
Net Calls
-$25.4M
Net Calls Change
-$28.9M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$550M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$355M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$149M
4
BlackRock
BlackRock
New York
+$84.8M
5
ZP
Zimmer Partners
New York
+$81.2M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$531M
2
Boston Partners
Boston Partners
Massachusetts
-$123M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$115M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$90.6M
5
Millennium Management
Millennium Management
New York
-$88.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GHAM
251
Gilman Hill Asset Management
Connecticut
$2.19M +$15.4K +45 +0.7%
YCM
252
Yousif Capital Management
Michigan
$2.17M +$178K +521 +9%
Neuberger Berman Group
253
Neuberger Berman Group
New York
$2.09M -$373K -1,090 -15%
OAM
254
Ostrum Asset Management
France
$2.09M -$237K -692 -10%
Korea Investment Corp
255
Korea Investment Corp
South Korea
$2.07M +$8.21K +24 +0.4%
Acadian Asset Management
256
Acadian Asset Management
Massachusetts
$2.05M +$362K +1,059 +21%
DTL
257
Dynamic Technology Lab
Singapore
$2.04M +$2.04M +5,969 New
MLM
258
Mount Lucas Management
Pennsylvania
$2.01M +$2.01M +5,867 New
Handelsbanken Fonder
259
Handelsbanken Fonder
Sweden
$1.97M – – –
CIC
260
Cornercap Investment Counsel
Georgia
$1.95M +$1.11M +3,240 +131%
HF
261
HRT Financial
New York
$1.95M +$1.95M +5,707 New
Walleye Trading
262
Walleye Trading
New York
$1.95M +$1.03K +3 +0.1%
GC
263
Guggenheim Capital
Illinois
$1.94M +$1.21M +3,538 +165%
ACM
264
Alamar Capital Management
California
$1.94M +$99.5K +291 +5%
TCOT
265
Trust Company of Toledo
Ohio
$1.91M -$68.4K -200 -3%
Janus Henderson Group
266
Janus Henderson Group
United Kingdom
$1.91M -$224K -656 -11%
DGAM
267
Desjardins Global Asset Management
Quebec, Canada
$1.9M +$30.8K +90 +2%
Wealthfront Advisers
268
Wealthfront Advisers
California
$1.89M +$324K +947 +21%
OTPPB
269
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.89M +$1.3M +3,816 +223%
CIBC Asset Management
270
CIBC Asset Management
Ontario, Canada
$1.85M +$2.39K +7 +0.1%
FDCDDQ
271
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.85M -$980K -2,868 -35%
1832 Asset Management
272
1832 Asset Management
Ontario, Canada
$1.85M +$33.2K +97 +2%
AP
273
Americana Partners
Texas
$1.81M -$77.9K -228 -4%
LBC
274
Lowe Brockenbrough & Co
Virginia
$1.8M -$13.7K -40 -0.8%
XT
275
XTX Topco
Cayman Islands
$1.78M +$1.78M +5,207 New
9 10
11
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