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Everest Group
EG

Overview Fund Activity

553 hedge funds and large institutions have $11.9B invested in Everest Group in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 154 increasing their positions, 219 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
553
Holders Change
+44
Holders Change %
+8.64%
% of All Funds
8.92%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
98
Increased
154
Reduced
219
Closed
45
Calls
$32.9M
Puts
$55.4M
Net Calls
-$22.5M
Net Calls Change
+$9.18M

Top Buyers

1
ECU
Egerton Capital (UK)
United Kingdom
$149M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$201M
3
AllianceBernstein
AllianceBernstein
Tennessee
$152M
4
EIP
Epoch Investment Partners
New York
$59.7M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$113M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$382M
2
Boston Partners
Boston Partners
Massachusetts
$695M
3
Invesco
Invesco
Georgia
$148M
4
CIP
Champlain Investment Partners
Vermont
$364M
5
AQR Capital Management
AQR Capital Management
Connecticut
$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
351
Huntington National Bank
Ohio
$474K -$63.3K -191 -12%
SAM
352
Seelaus Asset Management
New Jersey
$469K -$119K -360 -20%
Parallax Volatility Advisers
353
Parallax Volatility Advisers
California
$469K +$469K +1,415 New
KRSITF
354
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$468K – – –
TRIA
355
Trail Ridge Investment Advisors
Colorado
$468K -$1.33K -4 -0.3%
ACA
356
Atlas Capital Advisors
Wyoming
$467K +$101K +304 +27%
SC
357
SRB Corp
Massachusetts
$466K -$63.6K -192 -12%
AWE
358
Avidian Wealth Enterprises
Texas
$457K -$6.96K -21 -1%
TPW
359
Transatlantique Private Wealth
New York
$453K +$18.3K +55 +4%
DADC
360
D.A. Davidson & Co
Montana
$438K +$4.64K +14 +1%
Baird Financial Group
361
Baird Financial Group
Wisconsin
$433K +$31.2K +94 +8%
SGI
362
Summit Global Investments
Utah
$432K +$432K +1,305 New
APWM
363
Atlas Private Wealth Management
New York
$431K – – –
CCA
364
Checchi Capital Advisers
California
$430K -$994 -3 -0.2%
WCM
365
Wedge Capital Management
North Carolina
$428K -$61.9K -187 -13%
ECA
366
Elevated Capital Advisors
Utah
$427K +$427K +1,288 New
LWAM
367
Legacy Wealth Asset Management
Minnesota
$421K +$421K +1,272 New
BCM
368
Brookstone Capital Management
Illinois
$411K -$253K -721 -38%
HW
369
Hancock Whitney
Mississippi
$407K -$36.4K -110 -8%
RJT
370
Raymond James Trust
Florida
$404K -$54.7K -165 -12%
TCM
371
Traynor Capital Management
Pennsylvania
$403K -$19.9K -60 -5%
Renaissance Technologies
372
Renaissance Technologies
New York
$398K -$6.43M -19,400 -94%
GG
373
Gofen & Glossberg
Illinois
$381K – – –
SI
374
Stephens Inc
Arkansas
$365K -$994 -3 -0.3%
HPC
375
HM Payson & Co
Maine
$364K – – –
13 14
15
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