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Everest Group
EG

Overview Fund Activity

582 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
Holders
582
Holders Change
+6
Holders Change %
+1.04%
% of All Funds
9.28%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
71
Increased
221
Reduced
205
Closed
61
Calls
$49.2M
Puts
$79.4M
Net Calls
-$30.1M
Net Calls Change
-$4.79M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
+$98M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$83.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$55.9M
4
ClearBridge Investments
ClearBridge Investments
New York
+$55.8M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$52.9M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$157M
2
First Trust Advisors
First Trust Advisors
Illinois
-$88M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$85.4M
4
Man Group
Man Group
United Kingdom
-$64.5M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$55.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAM
326
NorthCrest Asset Manangement
Minnesota
$1.04M – – –
PFG
327
PAX Financial Group
Texas
$1.02M +$45K +121 +5%
QCM
328
Quantinno Capital Management
New York
$1.02M +$310K +835 +44%
HighTower Advisors
329
HighTower Advisors
Illinois
$1.02M +$244K +661 +32%
Pacer Advisors
330
Pacer Advisors
Pennsylvania
$1.01M +$23.8K +64 +2%
LSERS
331
Louisiana State Employees Retirement System
Louisiana
$1M – – –
PAS
332
Park Avenue Securities
New York
$988K +$988K +2,657 New
CAM
333
Cozad Asset Management
Illinois
$979K +$223K +600 +29%
XT
334
XTX Topco
Cayman Islands
$973K -$962K -2,589 -50%
PGFC
335
Peapack-Gladstone Financial Corp
New Jersey
$973K – – –
Renaissance Technologies
336
Renaissance Technologies
New York
$966K +$149K +400 +18%
DIA
337
Dana Investment Advisors
Wisconsin
$961K -$18.6K -50 -2%
UCI
338
Uncommon Cents Investing
Wisconsin
$953K +$13K +35 +1%
SM
339
Sciencast Management
New Jersey
$950K +$950K +2,556 New
Baird Financial Group
340
Baird Financial Group
Wisconsin
$923K +$26K +70 +3%
AWE
341
Avidian Wealth Enterprises
Texas
$915K – – –
HI
342
Horizon Investments
North Carolina
$912K +$2.6K +7 +0.3%
VA
343
Verdad Advisers
Massachusetts
$909K -$747K -2,010 -45%
BCI
344
Brinker Capital Investments
Pennsylvania
$908K -$39.4K -106 -4%
OPS
345
Orion Portfolio Solutions
Nebraska
$908K -$39.4K -106 -4%
OAM
346
Oppenheimer Asset Management
New York
$908K -$101K -271 -10%
ACM
347
Aquatic Capital Management
Illinois
$907K -$4.48M -12,060 -83%
CF
348
Cantor Fitzgerald
New York
$900K -$107K -287 -11%
SF
349
Synovus Financial
Georgia
$898K -$158K -426 -15%
OSAM
350
O'Shaughnessy Asset Management
Connecticut
$883K +$19.3K +52 +2%
12 13
14
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