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Everest Group
EG

Overview Fund Activity

582 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, 221 increasing their positions, 205 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
+6
Holders Change %
+1.04%
% of All Funds
9.28%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
71
Increased
221
Reduced
205
Closed
61
Calls
$49.2M
Puts
$79.4M
Net Calls
-$30.1M
Net Calls Change
-$4.79M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
+$98M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$83.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$55.9M
4
ClearBridge Investments
ClearBridge Investments
New York
+$55.8M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$52.9M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$157M
2
First Trust Advisors
First Trust Advisors
Illinois
-$88M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$85.4M
4
Man Group
Man Group
United Kingdom
-$64.5M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$55.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLA
276
Great Lakes Advisors
Illinois
$1.8M +$1.57M +4,214 +656%
RJFSA
277
Raymond James Financial Services Advisors
Florida
$1.78M +$1.46M +3,927 +455%
DT
278
Diversified Trust
Tennessee
$1.78M -$6.32K -17 -0.4%
NAM
279
Nissay Asset Management
Japan
$1.74M +$55K +148 +3%
MML Investors Services
280
MML Investors Services
Massachusetts
$1.73M -$136K -366 -7%
Wealthfront Advisers
281
Wealthfront Advisers
California
$1.72M -$335K -902 -16%
Mariner
282
Mariner
Kansas
$1.7M +$324K +872 +24%
CIP
283
Chartwell Investment Partners
Pennsylvania
$1.69M -$46.5K -125 -3%
GC
284
Globeflex Capital
California
$1.6M – – –
SMDAM
285
Sumitomo Mitsui DS Asset Management
Japan
$1.57M +$298K +803 +23%
First Manhattan
286
First Manhattan
New York
$1.56M – – –
VPIM
287
Vanguard Personalized Indexing Management
California
$1.56M +$59.5K +160 +4%
EI
288
Ethic Inc
New York
$1.55M +$398K +1,071 +35%
A
289
AustralianSuper
Australia
$1.54M -$20M -53,883 -93%
Public Employees Retirement Association of Colorado
290
Public Employees Retirement Association of Colorado
Colorado
$1.52M – – –
Arrowstreet Capital
291
Arrowstreet Capital
Massachusetts
$1.5M +$461K +1,241 +44%
GIBU
292
Gulf International Bank (UK)
United Kingdom
$1.46M -$162K -436 -10%
BCIM
293
British Columbia Investment Management
British Columbia, Canada
$1.45M +$15.2K +41 +1%
PAM
294
Panagora Asset Management
Massachusetts
$1.45M -$150K -404 -9%
WT
295
Whittier Trust
California
$1.43M +$1.49K +4 +0.1%
ISL
296
Ingalls & Snyder LLC
New York
$1.43M +$238K +641 +20%
DM
297
Delphi Management
Massachusetts
$1.39M +$1.39M +3,743 New
TRSOTSOK
298
Teachers Retirement System of the State of Kentucky
Kentucky
$1.38M – – –
ETC
299
Exchange Traded Concepts
Oklahoma
$1.37M +$1.37M +3,684 New
Cetera Investment Advisers
300
Cetera Investment Advisers
Illinois
$1.37M +$501K +1,349 +58%
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