EG icon

Everest Group

583 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

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:

8% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 205

8.91% less ownership

Funds ownership: 101.61%92.69% (-8.9%)

38% less call options, than puts

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

Holders
583
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
276
$1.8M
277
$1.78M
278
$1.78M
279
$1.74M
280
$1.73M
281
$1.72M
282
$1.7M
283
$1.69M
284
$1.6M
285
$1.57M
286
$1.56M
287
$1.56M
288
$1.55M
289
$1.54M
290
$1.52M
291
$1.5M
292
$1.46M
293
$1.45M
294
$1.45M
295
$1.43M
296
$1.43M
297
$1.39M
298
$1.38M
299
$1.37M
300
$1.37M