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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 %
HIMCH
301
Hartford Investment Management Co (HIMCO)
Connecticut
$1.33M +$8.92K +24 +0.7%
Daiwa Securities Group
302
Daiwa Securities Group
Japan
$1.33M +$92.9K +250 +8%
O
303
Ossiam
France
$1.32M -$154K -413 -10%
PNC Financial Services Group
304
PNC Financial Services Group
Pennsylvania
$1.29M +$24.2K +65 +2%
Osaic Holdings
305
Osaic Holdings
Arizona
$1.28M +$245K +658 +24%
GCM
306
Graham Capital Management
Connecticut
$1.27M +$889K +2,393 +234%
KRS
307
Kentucky Retirement Systems
Kentucky
$1.26M -$24.2K -65 -2%
PI
308
PEAK6 Investments
Illinois
$1.23M +$1.23M +3,310 New
API
309
Advisor Partners II
California
$1.23M +$36.4K +98 +3%
SC
310
Scotia Capital
Ontario, Canada
$1.23M +$1.23M +3,297 New
SG Americas Securities
311
SG Americas Securities
New York
$1.22M -$1.19M -3,201 -49%
MSRPS
312
Maryland State Retirement & Pension System
Maryland
$1.22M – – –
OC
313
Oppenheimer & Co
New York
$1.21M -$26K -70 -2%
Stifel Financial
314
Stifel Financial
Missouri
$1.2M +$183K +493 +18%
M&T Bank
315
M&T Bank
New York
$1.2M -$262K -706 -18%
IA
316
Icon Advisers
Colorado
$1.19M – – –
WC
317
Wexford Capital
Florida
$1.19M -$91.8K -247 -7%
ACM
318
Alamar Capital Management
California
$1.18M -$926K -2,492 -44%
SAM
319
Securian Asset Management
Minnesota
$1.18M -$164K -442 -12%
CGH
320
Crossmark Global Holdings
Texas
$1.17M -$63.2K -164 -5%
OTPPB
321
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.16M -$899K -2,419 -44%
DFCM
322
Dark Forest Capital Management
Puerto Rico
$1.11M +$1.11M +2,977 New
Nordea Investment Management
323
Nordea Investment Management
Sweden
$1.11M -$4.16M -11,022 -79%
DILIC
324
Dai-ichi Life Insurance Company
Japan
$1.08M +$169K +456 +19%
FTDI
325
First Trust Direct Indexing
Massachusetts
$1.07M +$16.7K +45 +2%
11 12
13
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