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

Top Sellers

1
Franklin Resources
Franklin Resources
California
$382M
2
Boston Partners
Boston Partners
Massachusetts
$695M
3
Invesco
Invesco
Georgia
$148M
4
CIP
Champlain Investment Partners
Vermont
$364M
5
AQR Capital Management
AQR Capital Management
Connecticut
$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
SP
326
Symmetry Partners
Connecticut
$619K +$308K +929 +99%
Stifel Financial
327
Stifel Financial
Missouri
$603K +$603K +1,820 New
EVM
328
Evelyn V. Moreno
$596K – – –
BC
329
Bartlett & Co
Ohio
$592K -$22.5K -68 -4%
AIM
330
Achmea Investment Management
Netherlands
$592K – – –
BCWM
331
Bartlett & Co Wealth Management
Ohio
$592K -$22.5K -68 -4%
HighTower Advisors
332
HighTower Advisors
Illinois
$591K +$591K +1,785 New
PAS
333
Park Avenue Securities
New York
$579K +$55.6K +168 +11%
Vontobel Holding
334
Vontobel Holding
Switzerland
$572K +$572K +1,712 New
LAM
335
Lingohr Asset Management
Germany
$551K – – –
OAM
336
Oppenheimer Asset Management
New York
$551K +$551K +1,663 New
EGM
337
Engineers Gate Manager
New York
$549K +$282K +851 +106%
CB
338
Commerce Bank
Missouri
$541K -$8.94K -27 -2%
VAS
339
Vestmark Advisory Solutions
Massachusetts
$534K +$4.97K +15 +0.9%
UA
340
Unison Advisors
District of Columbia
$534K +$2.32K +7 +0.4%
PMEF
341
Point72 Middle East FZE
United Arab Emirates
$532K +$532K +1,606 New
VIA
342
Vident Investment Advisory
Georgia
$519K +$108K +326 +26%
AIA
343
Arrow Investment Advisors
Maryland
$513K +$513K +1,550 New
HIM
344
Hillsdale Investment Management
Ontario, Canada
$510K -$169K -510 -25%
SFI
345
Susquehanna Fundamental Investments
Pennsylvania
$503K -$6.51M -19,640 -93%
AMIM
346
Aull & Monroe Investment Management
Alabama
$497K – – –
HA
347
Harbor Advisors
Florida
$497K – – –
KeyBank National Association
348
KeyBank National Association
Ohio
$496K +$496K +1,497 New
DA
349
Duality Advisers
Florida
$496K +$496K +1,496 New
RP
350
Rowlandmiller & Partners
Georgia
$482K – – –
12 13
14
15 16