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Everest Group

585 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, 223 increasing their positions, 205 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

9% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 205

8.89% less ownership

Funds ownership: 101.61%92.72% (-8.9%)

38% less call options, than puts

Call options by funds: $49.2M | Put options by funds: $79.4M

Holders
585
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$49.2M
Puts
$79.4M
Net Calls
Net Calls Change

Top Buyers

1 +$98M
2 +$83.8M
3 +$55.9M
4
ClearBridge Investments
ClearBridge Investments
New York
+$55.8M
5
N
Nuveen
North Carolina
+$52.9M
Name Holding Trade Value Shares
Change
Change in
Stake
326
$1.07M
327
$1.04M
328
$1.02M
329
$1.02M
330
$1.01M
331
$1.01M
332
$1M
333
$988K
334
$979K
335
$973K
336
$973K
337
$966K
338
$961K
339
$953K
340
$950K
341
$923K
342
$915K
343
$912K
344
$909K
345
$908K
346
$908K
347
$908K
348
$907K
349
$900K
350
$898K