EG icon

Everest Group
EG

Overview Fund Activity

553 hedge funds and large institutions have $11.9B invested in Everest Group in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 154 increasing their positions, 219 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
553
Holders Change
+44
Holders Change %
+8.64%
% of All Funds
8.92%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
98
Increased
154
Reduced
219
Closed
45
Calls
$32.9M
Puts
$55.4M
Net Calls
-$22.5M
Net Calls Change
+$9.18M

Top Buyers

1
ECU
1
Egerton Capital (UK)
United Kingdom
$149M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$201M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$152M
4
EIP
4
Epoch Investment Partners
New York
$59.7M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$113M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$382M
2
Boston Partners
2
Boston Partners
Massachusetts
$695M
3
Invesco
3
Invesco
Georgia
$148M
4
CIP
4
Champlain Investment Partners
Vermont
$364M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAM
301
NorthCrest Asset Manangement
Minnesota
$918K – – –
DIA
302
Dana Investment Advisors
Wisconsin
$890K +$4.31K +13 +0.5%
II
303
Inspire Investing
Idaho
$886K -$157K -473 -15%
PFG
304
PAX Financial Group
Texas
$883K -$156K -472 -15%
Osaic Holdings
305
Osaic Holdings
Arizona
$881K -$24.5K -74 -3%
ISL
306
Ingalls & Snyder LLC
New York
$868K -$2.98K -9 -0.3%
MML Investors Services
307
MML Investors Services
Massachusetts
$857K +$587K +1,773 +218%
UCI
308
Uncommon Cents Investing
Wisconsin
$833K -$11.5K -35 -1%
OSAM
309
O'Shaughnessy Asset Management
Connecticut
$831K -$1.99K -6 -0.2%
LSERS
310
Louisiana State Employees Retirement System
Louisiana
$828K – – –
AT
311
American Trust
Kentucky
$817K +$366K +1,105 +81%
CIA
312
Citadel Investment Advisory
Ohio
$812K – – –
DILIC
313
Dai-ichi Life Insurance Company
Japan
$809K +$809K +2,443 New
LG
314
Leuthold Group
Minnesota
$766K -$4.53M -13,678 -86%
Cambridge Investment Research Advisors
315
Cambridge Investment Research Advisors
Iowa
$752K +$21.9K +66 +3%
SAM
316
Strategy Asset Managers
California
$747K – – –
MLICM
317
Metropolitan Life Insurance Company (MetLife)
New York
$733K -$44.4K -134 -6%
BPC
318
Banque Pictet & Cie
Switzerland
$700K -$420K -1,268 -37%
ETC
319
Exchange Traded Concepts
Oklahoma
$686K -$156K -472 -19%
EI
320
Ethic Inc
New York
$676K +$244K +736 +56%
BOS
321
Bank of Stockton
California
$673K -$29.8K -90 -4%
NB
322
Norinchukin Bank
Japan
$646K -$179K -540 -22%
Verition Fund Management
323
Verition Fund Management
Connecticut
$639K -$1.08M -3,250 -63%
CIM
324
Contravisory Investment Management
Massachusetts
$629K +$554K +1,671 +733%
NMERB
325
New Mexico Educational Retirement Board
New Mexico
$629K -$33.1K -100 -5%
11 12
13
14 15