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Everest Group
EG

Overview Fund Activity

509 hedge funds and large institutions have $9.52B invested in Everest Group in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 192 increasing their positions, 186 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
509
Holders Change
-18
Holders Change %
-3.42%
% of All Funds
8.8%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.24%
New
47
Increased
192
Reduced
186
Closed
60
Calls
$18.8M
Puts
$50.4M
Net Calls
-$31.6M
Net Calls Change
-$8.68M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$72.6M
2
Boston Partners
Boston Partners
Massachusetts
+$47.8M
3
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
+$41M
4
Man Group
Man Group
United Kingdom
+$38.3M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$24.3M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$154M
2
AQR Capital Management
AQR Capital Management
Connecticut
-$42.8M
3
American Century Companies
American Century Companies
Missouri
-$33.8M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$21.1M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$20.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
KRSITF
351
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$371K +$17.1K +65 +5%
AWE
352
Avidian Wealth Enterprises
Texas
$368K -$20.5K -78 -5%
RJT
353
Raymond James Trust
Florida
$363K -$13.9K -53 -4%
AT
354
American Trust
Kentucky
$357K -$11.8K -45 -3%
HW
355
Hancock Whitney
Mississippi
$351K +$23.6K +90 +7%
PP
356
Prudential plc
United Kingdom
$343K -$238K -905 -41%
DADC
357
D.A. Davidson & Co
Montana
$343K +$23.1K +88 +7%
TPW
358
Transatlantique Private Wealth
New York
$343K +$63.5K +242 +23%
EI
359
Ethic Inc
New York
$342K +$27K +103 +9%
APWM
360
Atlas Private Wealth Management
New York
$341K – – –
CCA
361
Checchi Capital Advisers
California
$341K +$9.44K +36 +3%
AG
362
Algert Global
California
$339K +$339K +1,290 New
TCM
363
Traynor Capital Management
Pennsylvania
$335K – – –
VIA
364
Vident Investment Advisory
Georgia
$324K -$783 -3 -0.2%
EAM
365
Erste Asset Management
Austria
$321K – – –
Baird Financial Group
366
Baird Financial Group
Wisconsin
$318K -$27.8K -106 -8%
RIM
367
Redpoint Investment Management
Australia
$315K -$118K -451 -27%
GG
368
Gofen & Glossberg
Illinois
$302K -$13.1K -50 -4%
CF
369
Centaurus Financial
California
$296K -$34.4K -131 -10%
SIA
370
Schechter Investment Advisors
Michigan
$292K -$22.8K -87 -7%
ACA
371
Atlas Capital Advisors
Wyoming
$291K -$63.2K -241 -18%
SI
372
Stephens Inc
Arkansas
$290K -$263 -1 -0.1%
HPC
373
HM Payson & Co
Maine
$289K – – –
WSC
374
Wellington Shields & Co
New York
$289K – – –
NAG
375
Northstar Advisory Group
New Jersey
$287K – – –
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15
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