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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 %
CIC
326
Cornercap Investment Counsel
Georgia
$884K +$884K +2,470 New
Pacer Advisors
327
Pacer Advisors
Pennsylvania
$883K +$593K +1,656 +205%
CIA
328
Citadel Investment Advisory
Ohio
$877K – – –
BL
329
Balentine LLC
Georgia
$875K -$155K -433 -15%
UFF
330
USA Financial Formulas
Michigan
$875K +$875K +2,443 New
DILIC
331
Dai-ichi Life Insurance Company
Japan
$875K – – –
Baird Financial Group
332
Baird Financial Group
Wisconsin
$863K +$396K +1,105 +85%
ECM
333
ExodusPoint Capital Management
New York
$840K +$840K +2,347 New
SC
334
Shay Capital
New York
$806K +$806K +2,250 New
LG
335
Leuthold Group
Minnesota
$787K -$40.8K -114 -5%
FCM
336
FJ Capital Management
Virginia
$783K +$783K +2,186 New
Stifel Financial
337
Stifel Financial
Missouri
$782K +$131K +365 +20%
BCV
338
Banque Cantonale Vaudoise
Switzerland
$782K +$394K +1,100 +101%
GC
339
Guggenheim Capital
Illinois
$767K +$376K +1,051 +96%
YIH
340
Y-Intercept (HK)
Hong Kong
$762K +$762K +2,129 New
Cambridge Investment Research Advisors
341
Cambridge Investment Research Advisors
Iowa
$743K -$70.2K -196 -9%
SP
342
Symmetry Partners
Connecticut
$719K +$49.8K +139 +7%
NB
343
Norinchukin Bank
Japan
$718K +$20K +56 +3%
BOS
344
Bank of Stockton
California
$706K -$21.5K -60 -3%
Truist Financial
345
Truist Financial
North Carolina
$691K -$317K -886 -31%
D.E. Shaw & Co
346
D.E. Shaw & Co
New York
$687K +$687K +1,920 New
CIM
347
Contravisory Investment Management
Massachusetts
$687K +$7.16K +20 +1%
HighTower Advisors
348
HighTower Advisors
Illinois
$676K +$38.2K +107 +6%
CWM
349
C2C Wealth Management
Arizona
$666K +$666K +1,820 New
NMERB
350
New Mexico Educational Retirement Board
New Mexico
$644K -$35.8K -100 -5%
12 13
14
15 16