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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 %
AWE
376
Avidian Wealth Enterprises
Texas
$494K – – –
TPW
377
Transatlantique Private Wealth
New York
$488K – – –
CM
378
Capula Management
Cayman Islands
$475K +$120K +336 +34%
SGI
379
Summit Global Investments
Utah
$472K +$4.66K +13 +1%
ECA
380
Elevated Capital Advisors
Utah
$463K +$2.15K +6 +0.5%
LWAM
381
Legacy Wealth Asset Management
Minnesota
$463K +$7.16K +20 +2%
CCA
382
Checchi Capital Advisers
California
$461K -$3.58K -10 -0.8%
DCM
383
Dupont Capital Management
Delaware
$455K +$414K +1,156 +1,005%
BPC
384
Banque Pictet & Cie
Switzerland
$453K -$304K -850 -40%
APWM
385
Atlas Private Wealth Management
New York
$448K -$17.9K -50 -4%
AIA
386
Arrow Investment Advisors
Maryland
$445K -$110K -307 -20%
HIM
387
Hillsdale Investment Management
Ontario, Canada
$444K -$107K -300 -19%
TCM
388
Traynor Capital Management
Pennsylvania
$436K – – –
DADC
389
D.A. Davidson & Co
Montana
$430K -$43.7K -122 -9%
KeyBank National Association
390
KeyBank National Association
Ohio
$429K -$107K -298 -20%
MGP
391
Metis Global Partners
California
$429K +$137K +384 +47%
AWM
392
Avior Wealth Management
Nebraska
$426K +$426K +1,191 New
GCM
393
Graham Capital Management
Connecticut
$419K +$419K +1,171 New
WCM
394
Wedge Capital Management
North Carolina
$419K -$44K -123 -10%
GT
395
Greenleaf Trust
Michigan
$414K +$25.4K +71 +7%
TRIA
396
Trail Ridge Investment Advisors
Colorado
$404K -$102K -284 -20%
HPC
397
HM Payson & Co
Maine
$394K – – –
WSC
398
Wellington Shields & Co
New York
$394K – – –
MCM
399
MAI Capital Management
Ohio
$391K +$41.5K +116 +12%
RJT
400
Raymond James Trust
Florida
$391K -$45.1K -126 -10%
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