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Everest Group
EG

Overview Fund Activity

576 hedge funds and large institutions have $13B invested in Everest Group in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 197 increasing their positions, 209 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
+23
Holders Change %
+4.16%
% of All Funds
9.22%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
72
Increased
197
Reduced
209
Closed
39
Calls
$26M
Puts
$22.5M
Net Calls
+$3.51M
Net Calls Change
+$26M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$148M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$50.1M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$38.1M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$35.6M
5
CRM
Cramer Rosenthal McGlynn
Connecticut
+$34.9M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$169M
2
Man Group
Man Group
United Kingdom
-$87.6M
3
NI
Nuance Investments
Missouri
-$64M
4
MHI
Miller Howard Investments
New York
-$43.1M
5
Franklin Resources
Franklin Resources
California
-$42.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
351
Bartlett & Co
Ohio
$640K – – –
BCWM
352
Bartlett & Co Wealth Management
Ohio
$640K – – –
MLICM
353
Metropolitan Life Insurance Company (MetLife)
New York
$628K -$165K -460 -21%
CW
354
Connectus Wealth
Ohio
$626K +$626K +1,745 New
EAM
355
Empirical Asset Management
Massachusetts
$620K +$620K +1,732 New
Vontobel Holding
356
Vontobel Holding
Switzerland
$613K – – –
OTPPB
357
Ontario Teachers' Pension Plan Board
Ontario, Canada
$613K -$427K -1,192 -41%
Connor, Clark & Lunn Investment Management (CC&L)
358
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$605K +$605K +1,691 New
LAM
359
Lingohr Asset Management
Germany
$595K – – –
CB
360
Commerce Bank
Missouri
$593K +$7.88K +22 +1%
UA
361
Unison Advisors
District of Columbia
$580K +$3.22K +9 +0.6%
VIA
362
Vident Investment Advisory
Georgia
$570K +$9.31K +26 +2%
SFI
363
Susquehanna Fundamental Investments
Pennsylvania
$543K – – –
JFG
364
Jefferies Financial Group
New York
$543K -$720K -2,012 -57%
EAM
365
Erste Asset Management
Austria
$537K +$288K +807 +115%
AMIM
366
Aull & Monroe Investment Management
Alabama
$537K – – –
HA
367
Harbor Advisors
Florida
$537K – – –
HNB
368
Huntington National Bank
Ohio
$519K +$7.16K +20 +1%
II
369
Inspire Investing
Idaho
$518K -$439K -1,226 -46%
RP
370
Rowlandmiller & Partners
Georgia
$517K – – –
ACA
371
Atlas Capital Advisors
Wyoming
$505K – – –
SWP
372
Stratos Wealth Partners
Ohio
$505K +$505K +1,410 New
WAM
373
Weiss Asset Management
Massachusetts
$501K +$501K +1,400 New
KRSITF
374
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$499K -$6.44K -18 -1%
LOAMS
375
Lombard Odier Asset Management (Switzerland)
Switzerland
$498K +$153K +427 +44%
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15
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