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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 %
MML Investors Services
276
MML Investors Services
Massachusetts
$1.47M +$545K +1,521 +59%
Mariner
277
Mariner
Kansas
$1.47M -$603K -1,686 -29%
Public Employees Retirement Association of Colorado
278
Public Employees Retirement Association of Colorado
Colorado
$1.47M – – –
HIMCH
279
Hartford Investment Management Co (HIMCO)
Connecticut
$1.45M -$195K -544 -12%
M&T Bank
280
M&T Bank
New York
$1.43M -$39.7K -111 -3%
VPIM
281
Vanguard Personalized Indexing Management
California
$1.41M -$25.1K -70 -2%
Janney Montgomery Scott
282
Janney Montgomery Scott
Pennsylvania
$1.39M +$330K +922 +31%
WT
283
Whittier Trust
California
$1.38M – – –
AssetMark Inc
284
AssetMark Inc
California
$1.36M -$680K -1,899 -33%
Verition Fund Management
285
Verition Fund Management
Connecticut
$1.35M +$657K +1,834 +95%
TRSOTSOK
286
Teachers Retirement System of the State of Kentucky
Kentucky
$1.33M – – –
PGFC
287
Peapack-Gladstone Financial Corp
New Jersey
$1.32M +$110K +306 +9%
JPMPWA
288
J.P. Morgan Private Wealth Advisors
California
$1.25M -$52.3K -146 -4%
BCIM
289
British Columbia Investment Management
British Columbia, Canada
$1.24M – – –
EI
290
Ethic Inc
New York
$1.22M +$491K +1,370 +67%
SAM
291
Securian Asset Management
Minnesota
$1.22M +$35.8K +100 +3%
OC
292
Oppenheimer & Co
New York
$1.2M -$1.04M -2,916 -47%
SMDAM
293
Sumitomo Mitsui DS Asset Management
Japan
$1.17M +$17.2K +48 +1%
Cetera Investment Advisers
294
Cetera Investment Advisers
Illinois
$1.16M +$110K +308 +11%
IA
295
Icon Advisers
Colorado
$1.15M – – –
PNC Financial Services Group
296
PNC Financial Services Group
Pennsylvania
$1.14M +$5.73K +16 +0.5%
Daiwa Securities Group
297
Daiwa Securities Group
Japan
$1.11M +$63.7K +178 +6%
KRS
298
Kentucky Retirement Systems
Kentucky
$1.11M -$358 -1 -0%
AAM
299
Advisors Asset Management
Colorado
$1.11M -$249K -695 -18%
GAM
300
Gotham Asset Management
New York
$1.1M +$1.1M +3,081 New
10 11
12
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