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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 %
BC
376
Bartlett & Co
Ohio
$597K -$13.7K -40 -2%
I
377
InceptionR
California
$592K +$592K +1,733 New
LA
378
LBP AM
France
$582K +$582K +1,701 New
LAM
379
Lingohr Asset Management
Germany
$568K – – –
TPW
380
Transatlantique Private Wealth
New York
$563K +$97.1K +284 +21%
CB
381
Commerce Bank
Missouri
$562K -$3.42K -10 -0.6%
UA
382
Unison Advisors
District of Columbia
$556K +$2.39K +7 +0.4%
KRSITF
383
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$526K +$49.6K +145 +10%
SFI
384
Susquehanna Fundamental Investments
Pennsylvania
$519K – – –
AMIM
385
Aull & Monroe Investment Management
Alabama
$513K – – –
IGAM
386
iA Global Asset Management
Quebec, Canada
$503K +$503K +1,471 New
RP
387
Rowlandmiller & Partners
Georgia
$494K – – –
TRCT
388
Tower Research Capital (TRC)
New York
$493K +$268K +784 +119%
ECA
389
Elevated Capital Advisors
Utah
$484K +$41.4K +121 +9%
Truist Financial
390
Truist Financial
North Carolina
$480K -$179K -525 -27%
BPC
391
Banque Pictet & Cie
Switzerland
$479K +$46.5K +136 +11%
QCM
392
Qsemble Capital Management
New York
$462K +$205K +600 +80%
CCI
393
Credit Capital Investments
New Jersey
$460K +$460K +1,345 New
BBVA
394
Banco Bilbao Vizcaya Argentaria
Spain
$456K +$88.1K +258 +24%
MGP
395
Metis Global Partners
California
$445K +$35.2K +103 +9%
EFI
396
EHP Funds Inc
Canada
$444K +$444K +1,300 New
LWAM
397
Legacy Wealth Asset Management
Minnesota
$443K +$1.37K +4 +0.3%
EAM
398
Erste Asset Management
Austria
$442K -$70.3K -207 -14%
HNB
399
Huntington National Bank
Ohio
$438K -$57.8K -169 -12%
QC
400
Quadrature Capital
United Kingdom
$436K +$436K +1,276 New
14 15
16
17 18