EG icon

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 %
BCV
376
Banque Cantonale Vaudoise
Switzerland
$284K – – –
MAM
377
Meeder Asset Management
Ohio
$280K -$8.93K -34 -3%
MC
378
Moors & Cabot
Massachusetts
$276K +$276K +1,050 New
ISWM
379
Independent Solutions Wealth Management
New York
$274K +$75.3K +287 +38%
TWI
380
Thomas White International
Illinois
$273K – – –
CTA
381
Chesley Taft & Associates
Illinois
$269K – – –
KIA
382
KCM Investment Advisors
California
$267K – – –
ZCA
383
Zeke Capital Advisors
Pennsylvania
$266K -$35.2K -134 -12%
MCM
384
MAI Capital Management
Ohio
$258K +$258K +984 New
MYIA
385
Mount Yale Investment Advisors
Colorado
$254K +$1.57K +6 +0.6%
FDCDDQ
386
Federation des caisses Desjardins du Quebec
Quebec, Canada
$254K – – –
CTC
387
Central Trust Company
Missouri
$250K +$71.2K +271 +40%
GCP
388
GSA Capital Partners
United Kingdom
$250K +$250K +952 New
SP
389
Symmetry Partners
Connecticut
$247K +$53.6K +204 +28%
IC
390
IEQ Capital
California
$244K +$244K +931 New
FFM
391
Forum Financial Management
Illinois
$243K -$35.7K -136 -13%
P
392
Pitcairn
Pennsylvania
$240K +$5.5K +21 +2%
CGL
393
Clarius Group LLC
Washington
$238K +$5.77K +22 +2%
GHA
394
GW Henssler & Associates
Georgia
$237K -$1.84K -7 -0.8%
VI
395
Versor Investments
New York
$236K – – –
FHB
396
First Hawaiian Bank
Hawaii
$236K +$263 +1 +0.1%
Cetera Investment Advisers
397
Cetera Investment Advisers
Illinois
$230K -$7.07K -27 -3%
ASN
398
Advisory Services Network
Georgia
$229K +$229K +872 New
BBVA
399
Banco Bilbao Vizcaya Argentaria
Spain
$227K -$1.84K -7 -0.8%
KFC
400
Klingenstein Fields & Co
New York
$223K – – –
14 15
16
17 18