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Everest Group

585 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, 223 increasing their positions, 205 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

9% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 205

8.89% less ownership

Funds ownership: 101.61%92.72% (-8.9%)

38% less call options, than puts

Call options by funds: $49.2M | Put options by funds: $79.4M

Holders
585
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$49.2M
Puts
$79.4M
Net Calls
Net Calls Change

Top Buyers

1 +$98M
2 +$83.8M
3 +$55.9M
4
ClearBridge Investments
ClearBridge Investments
New York
+$55.8M
5
N
Nuveen
North Carolina
+$52.9M
Name Holding Trade Value Shares
Change
Change in
Stake
251
$2.33M
252
$2.31M
253
$2.24M
254
$2.2M
255
$2.18M
256
$2.18M
257
$2.16M
258
$2.15M
259
$2.14M
260
$2.1M
261
$2.1M
262
$2.08M
263
$2.03M
264
$2.02M
265
$1.98M
266
$1.96M
267
$1.95M
268
$1.95M
269
$1.94M
270
$1.93M
271
$1.92M
272
$1.87M
273
$1.86M
274
$1.86M
275
$1.86M