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Everest Group
EG

Overview Fund Activity

576 hedge funds and large institutions have $13.6B invested in Everest Group in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 215 increasing their positions, 198 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
–
Holders Change %
0%
% of All Funds
9.08%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
76
Increased
215
Reduced
198
Closed
74
Calls
$37.4M
Puts
$62.8M
Net Calls
-$25.4M
Net Calls Change
-$28.9M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$550M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$355M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$149M
4
BlackRock
BlackRock
New York
+$84.8M
5
ZP
Zimmer Partners
New York
+$81.2M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$531M
2
Boston Partners
Boston Partners
Massachusetts
-$123M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$115M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$90.6M
5
Millennium Management
Millennium Management
New York
-$88.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
351
O'Shaughnessy Asset Management
Connecticut
$795K -$133K -389 -14%
MFS
352
Mirabella Financial Services
United Kingdom
$755K +$755K +2,209 New
Renaissance Technologies
353
Renaissance Technologies
New York
$752K -$1.61M -4,700 -68%
LG
354
Leuthold Group
Minnesota
$751K – – –
BCV
355
Banque Cantonale Vaudoise
Switzerland
$747K – – –
TSS
356
Two Sigma Securities
New York
$729K +$729K +2,131 New
Cambridge Investment Research Advisors
357
Cambridge Investment Research Advisors
Iowa
$725K +$16.1K +47 +2%
Vontobel Holding
358
Vontobel Holding
Switzerland
$722K +$137K +400 +23%
HighTower Advisors
359
HighTower Advisors
Illinois
$717K +$67.9K +198 +10%
CAM
360
Cozad Asset Management
Illinois
$696K +$696K +2,035 New
IMCOOI
361
Investment Management Corp of Ontario (IMCO)
Canada
$681K +$681K +1,991 New
EAM
362
Empirical Asset Management
Massachusetts
$671K +$79.3K +232 +13%
BOS
363
Bank of Stockton
California
$670K -$3.42K -10 -0.5%
CIM
364
Contravisory Investment Management
Massachusetts
$665K +$8.55K +25 +1%
TI
365
Tidal Investments
Wisconsin
$657K -$190K -555 -22%
QCM
366
Quantinno Capital Management
New York
$651K +$330K +967 +103%
NMERB
367
New Mexico Educational Retirement Board
New Mexico
$650K +$34.2K +100 +6%
CCIA
368
Campbell & Co Investment Adviser
Maryland
$646K +$646K +1,889 New
SP
369
Symmetry Partners
Connecticut
$639K -$47.5K -139 -7%
MLICM
370
Metropolitan Life Insurance Company (MetLife)
New York
$639K +$39.7K +116 +7%
CW
371
Connectus Wealth
Ohio
$639K +$40.1K +117 +7%
GS
372
GTS Securities
New York
$630K +$630K +1,842 New
IFU
373
iSAM Funds (UK)
United Kingdom
$617K +$617K +1,804 New
ATC
374
Argent Trust Co
Tennessee
$599K +$599K +1,752 New
BCWM
375
Bartlett & Co Wealth Management
Ohio
$597K -$13.7K -40 -2%
13 14
15
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