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Everest Group
EG

Overview Fund Activity

510 hedge funds and large institutions have $11B invested in Everest Group in 2022 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 182 increasing their positions, 178 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+34
Holders Change %
+7.14%
% of All Funds
8.07%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
74
Increased
182
Reduced
178
Closed
31
Calls
$19.8M
Puts
$14.7M
Net Calls
+$5.09M
Net Calls Change
+$9.69M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$71.6M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$67.4M
3
Fidelity International
Fidelity International
Bermuda
+$52.6M
4
SO
STRS Ohio
Ohio
+$39.8M
5
American Century Companies
American Century Companies
Missouri
+$27.9M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$174M
2
Capital International Investors
Capital International Investors
California
-$137M
3
Victory Capital Management
Victory Capital Management
Texas
-$90.5M
4
NI
Nuance Investments
Missouri
-$63M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$41M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSPIA
276
Cary Street Partners Investment Advisory
Virginia
$953K -$336K -1,115 -26%
AAM
277
Advisors Asset Management
Colorado
$927K +$244K +808 +36%
RWP
278
Revolve Wealth Partners
New Jersey
$914K +$295K +978 +48%
MSRPS
279
Maryland State Retirement & Pension System
Maryland
$907K – – –
GLA
280
Great Lakes Advisors
Illinois
$900K +$900K +2,987 New
TRSOTSOK
281
Teachers Retirement System of the State of Kentucky
Kentucky
$895K -$38.9K -129 -4%
OPPTF
282
OPSEU Pension Plan Trust Fund
Ontario, Canada
$886K +$24.3K +80 +3%
DTL
283
Dynamic Technology Lab
Singapore
$840K +$840K +2,786 New
Northwestern Mutual Wealth Management
284
Northwestern Mutual Wealth Management
Wisconsin
$839K +$768K +2,547 +1,079%
NAM
285
NorthCrest Asset Manangement
Minnesota
$835K +$25.6K +85 +3%
CGH
286
Crossmark Global Holdings
Texas
$824K +$75.3K +250 +10%
AIL
287
AGF Investments LLC
Ontario, Canada
$819K +$819K +2,717 New
VF
288
Virtu Financial
New York
$813K +$275K +912 +51%
LCP
289
Legacy Capital Partners
Wisconsin
$809K – – –
SF
290
Synovus Financial
Georgia
$805K -$92.6K -306 -10%
CII
291
Capital International Inc
California
$785K -$1.08M -3,591 -58%
Swedbank
292
Swedbank
Sweden
$779K – – –
OQS
293
Occudo Quantitative Strategies
Florida
$775K +$775K +2,572 New
EGM
294
Engineers Gate Manager
New York
$771K -$1.74M -5,785 -69%
FTDI
295
First Trust Direct Indexing
Massachusetts
$765K -$61.2K -203 -7%
ISL
296
Ingalls & Snyder LLC
New York
$761K +$33.2K +110 +5%
KRS
297
Kentucky Retirement Systems
Kentucky
$756K +$29.8K +99 +4%
CIA
298
Citadel Investment Advisory
Ohio
$746K -$7.54K -25 -1%
LSERS
299
Louisiana State Employees Retirement System
Louisiana
$744K – – –
SMDAM
300
Sumitomo Mitsui DS Asset Management
Japan
$742K -$7.54K -25 -1%
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