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Everest Group

583 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

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:

8% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 205

8.91% less ownership

Funds ownership: 101.61%92.69% (-8.9%)

38% less call options, than puts

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

Holders
583
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
$1.04M
327
$1.02M
328
$1.02M
329
$1.01M
330
$1.01M
331
$1M
332
$988K
333
$979K
334
$973K
335
$973K
336
$966K
337
$961K
338
$953K
339
$950K
340
$923K
341
$915K
342
$912K
343
$909K
344
$908K
345
$908K
346
$908K
347
$907K
348
$900K
349
$898K
350
$883K