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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 %
WBC
301
Westpac Banking Corp
Australia
$1.1M -$50.1K -140 -4%
API
302
Advisor Partners II
California
$1.1M +$30.1K +84 +3%
VF
303
Virtu Financial
New York
$1.09M +$1.09M +3,056 New
SF
304
Synovus Financial
Georgia
$1.09M +$32.2K +90 +3%
MSRPS
305
Maryland State Retirement & Pension System
Maryland
$1.08M – – –
CGH
306
Crossmark Global Holdings
Texas
$1.07M -$69.4K -194 -6%
OAM
307
Oppenheimer Asset Management
New York
$1.04M +$444K +1,241 +75%
CSPIA
308
Cary Street Partners Investment Advisory
Virginia
$1.04M +$2.86K +8 +0.3%
O
309
Ossiam
France
$1.03M -$240K -671 -19%
FTDI
310
First Trust Direct Indexing
Massachusetts
$1.01M +$4.3K +12 +0.4%
BCI
311
Brinker Capital Investments
Pennsylvania
$1M -$46.5K -130 -4%
OPS
312
Orion Portfolio Solutions
Nebraska
$1M +$1M +2,795 New
NAM
313
NorthCrest Asset Manangement
Minnesota
$999K +$7.16K +20 +0.7%
TCM
314
Teza Capital Management
Illinois
$987K -$842K -2,352 -46%
CF
315
Cantor Fitzgerald
New York
$987K -$24.7K -69 -2%
CIBC World Market
316
CIBC World Market
Ontario, Canada
$986K +$705K +1,969 +251%
ISL
317
Ingalls & Snyder LLC
New York
$974K +$36.2K +101 +4%
OSAM
318
O'Shaughnessy Asset Management
Connecticut
$972K +$73.8K +206 +8%
AT
319
American Trust
Kentucky
$962K +$78.8K +220 +9%
DIA
320
Dana Investment Advisors
Wisconsin
$943K -$18.3K -51 -2%
HI
321
Horizon Investments
North Carolina
$922K -$226K -630 -20%
PFG
322
PAX Financial Group
Texas
$902K -$52.3K -146 -5%
LSERS
323
Louisiana State Employees Retirement System
Louisiana
$895K – – –
UCI
324
Uncommon Cents Investing
Wisconsin
$895K -$8.95K -25 -1%
TI
325
Tidal Investments
Wisconsin
$887K +$887K +2,477 New
11 12
13
14 15