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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 %
AAM
351
Advisors Asset Management
Colorado
$879K -$269K -725 -23%
CIBC Private Wealth Group
352
CIBC Private Wealth Group
Georgia
$879K +$879K +2,366 New
CIA
353
Citadel Investment Advisory
Ohio
$873K – – –
BL
354
Balentine LLC
Georgia
$867K -$4.83K -13 -0.6%
N
355
Natixis
France
$847K -$132K -354 -13%
Cerity Partners
356
Cerity Partners
New York
$837K -$7.66M -20,604 -90%
NMERB
357
New Mexico Educational Retirement Board
New Mexico
$818K +$112K +300 +16%
Cambridge Investment Research Advisors
358
Cambridge Investment Research Advisors
Iowa
$803K +$14.5K +39 +2%
Axa
359
Axa
France
$795K -$7.6M -20,457 -91%
Vontobel Holding
360
Vontobel Holding
Switzerland
$785K – – –
GAM
361
Gotham Asset Management
New York
$772K +$772K +2,077 New
TRCT
362
Tower Research Capital (TRC)
New York
$769K +$232K +625 +43%
DWP
363
Daymark Wealth Partners
Ohio
$762K +$762K +2,050 New
UFF
364
USA Financial Formulas
Michigan
$759K -$130K -349 -15%
FRM
365
Fox Run Management
Connecticut
$758K +$758K +2,039 New
I
366
InceptionR
California
$749K +$105K +283 +16%
VF
367
Virtu Financial
New York
$738K -$230K -620 -24%
CIM
368
Contravisory Investment Management
Massachusetts
$724K +$1.12K +3 +0.2%
BOS
369
Bank of Stockton
California
$707K -$44.1K -115 -6%
SP
370
Symmetry Partners
Connecticut
$695K – – –
GC
371
Guggenheim Capital
Illinois
$691K -$1.42M -3,820 -67%
JPMPWA
372
J.P. Morgan Private Wealth Advisors
California
$686K +$686K +1,845 New
GS
373
GTS Securities
New York
$685K +$372 +1 +0.1%
CWM
374
C2C Wealth Management
Arizona
$680K +$680K +1,820 New
MC
375
Machina Capital
France
$678K -$822K -2,211 -55%
13 14
15
16 17