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Everest Group
EG

Overview Fund Activity

527 hedge funds and large institutions have $10.1B invested in Everest Group in 2022 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 195 increasing their positions, 178 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
527
Holders Change
+17
Holders Change %
+3.33%
% of All Funds
8.91%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.17%
New
67
Increased
195
Reduced
178
Closed
39
Calls
$7.51M
Puts
$30.5M
Net Calls
-$23M
Net Calls Change
-$28M

Top Buyers

1
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
+$108M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$62.2M
3
Morgan Stanley
Morgan Stanley
New York
+$58M
4
American Century Companies
American Century Companies
Missouri
+$40.1M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$33M

Top Sellers

1
Man Group
Man Group
United Kingdom
-$81.7M
2
NI
Nuance Investments
Missouri
-$81.3M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$69.7M
4
Capital International Investors
Capital International Investors
California
-$60.9M
5
State Street
State Street
Massachusetts
-$49.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EVM
326
Evelyn V. Moreno
$538K +$538K +1,920 New
AIM
327
Aigen Investment Management
New York
$537K -$136K -484 -20%
AIM
328
Achmea Investment Management
Netherlands
$534K – – –
MC
329
Machina Capital
France
$530K +$530K +1,891 New
MWPCG
330
Measured Wealth Private Client Group
New Hampshire
$528K +$254K +906 +93%
JG
331
Jefferies Group
New York
$521K +$521K +1,858 New
BC
332
Bartlett & Co
Ohio
$520K -$3.36K -12 -0.6%
BCWM
333
Bartlett & Co Wealth Management
Ohio
$520K -$3.36K -12 -0.6%
HNB
334
Huntington National Bank
Ohio
$505K +$8.13K +29 +2%
CB
335
Commerce Bank
Missouri
$492K +$9.81K +35 +2%
CWA
336
Canvas Wealth Advisors
Kansas
$483K -$621K -2,214 -56%
SAM
337
Seelaus Asset Management
New Jersey
$478K +$54.6K +195 +13%
Thrivent Financial for Lutherans
338
Thrivent Financial for Lutherans
Minnesota
$469K +$2.52K +9 +0.5%
RIM
339
Redpoint Investment Management
Australia
$463K +$108K +387 +31%
VAS
340
Vestmark Advisory Solutions
Massachusetts
$461K +$16.5K +59 +4%
NIMI
341
Natixis Investment Managers International
France
$437K +$42K +150 +11%
LAM
342
Lingohr Asset Management
Germany
$434K – – –
AMIM
343
Aull & Monroe Investment Management
Alabama
$420K – – –
HA
344
Harbor Advisors
Florida
$420K – – –
AWE
345
Avidian Wealth Enterprises
Texas
$415K -$25K -89 -6%
S
346
Schroders
United Kingdom
$409K +$409K +1,460 New
National Bank of Canada
347
National Bank of Canada
Quebec, Canada
$408K +$3.64K +13 +0.9%
RP
348
Rowlandmiller & Partners
Georgia
$405K +$14K +50 +4%
RJT
349
Raymond James Trust
Florida
$403K -$30.8K -110 -7%
TPCW
350
TD Private Client Wealth
New York
$397K +$92.2K +329 +30%
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