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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 %
WSC
376
Wellington Shields & Co
New York
$364K – – –
GC
377
Guggenheim Capital
Illinois
$361K -$3.11M -9,388 -90%
GT
378
Greenleaf Trust
Michigan
$360K +$360K +1,086 New
BCV
379
Banque Cantonale Vaudoise
Switzerland
$359K – – –
MC
380
Moors & Cabot
Massachusetts
$348K – – –
CBNLCF
381
Cognios Beta Neutral Large Cap Fund
Kansas
$345K +$345K +1,042 New
CF
382
Centaurus Financial
California
$341K -$32.4K -98 -9%
CTA
383
Chesley Taft & Associates
Illinois
$340K – – –
KIA
384
KCM Investment Advisors
California
$337K – – –
CM
385
Capula Management
Cayman Islands
$328K +$328K +990 New
MCM
386
MAI Capital Management
Ohio
$324K -$2.32K -7 -0.7%
KAS
387
Kestra Advisory Services
Texas
$323K +$323K +976 New
LOAMS
388
Lombard Odier Asset Management (Switzerland)
Switzerland
$319K +$319K +963 New
DWP
389
Destiny Wealth Partners
Florida
$318K +$318K +961 New
TPCW
390
TD Private Client Wealth
New York
$311K -$164K -496 -35%
CTC
391
Central Trust Company
Missouri
$309K -$6.63K -20 -2%
P
392
Pitcairn
Pennsylvania
$302K -$1.33K -4 -0.4%
CGL
393
Clarius Group LLC
Washington
$302K +$995 +3 +0.3%
FFM
394
Forum Financial Management
Illinois
$301K -$5.63K -17 -2%
Tudor Investment Corp
395
Tudor Investment Corp
Connecticut
$301K -$3.16M -9,560 -91%
GHA
396
GW Henssler & Associates
Georgia
$299K – – –
ACM
397
Aquatic Capital Management
Illinois
$298K +$298K +900 New
MWPCG
398
Measured Wealth Private Client Group
New Hampshire
$298K -$241K -726 -45%
TMAM
399
Tokio Marine Asset Management
Japan
$290K +$290K +874 New
BBVA
400
Banco Bilbao Vizcaya Argentaria
Spain
$285K -$993 -3 -0.3%
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