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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 %
Wealth Enhancement Advisory Services
376
Wealth Enhancement Advisory Services
Minnesota
$669K +$669K +1,801 New
MLICM
377
Metropolitan Life Insurance Company (MetLife)
New York
$668K -$26.8K -72 -4%
EAM
378
Empirical Asset Management
Massachusetts
$663K -$67.3K -181 -9%
TPW
379
Transatlantique Private Wealth
New York
$655K +$42.8K +115 +7%
BCWM
380
Bartlett & Co Wealth Management
Ohio
$649K – – –
BC
381
Bartlett & Co
Ohio
$649K – – –
QI
382
Qtron Investments
Massachusetts
$644K +$331K +890 +106%
ATC
383
Argent Trust Co
Tennessee
$643K -$8.18K -22 -1%
National Bank of Canada
384
National Bank of Canada
Quebec, Canada
$621K -$6.75M -18,011 -92%
CB
385
Commerce Bank
Missouri
$620K +$8.92K +24 +1%
LAM
386
Lingohr Asset Management
Germany
$618K – – –
NB
387
Norinchukin Bank
Japan
$615K -$677K -1,822 -52%
UA
388
Unison Advisors
District of Columbia
$610K +$2.61K +7 +0.4%
GCA
389
Greenwood Capital Associates
South Carolina
$604K +$168K +453 +39%
EFI
390
EHP Funds Inc
Canada
$595K +$112K +300 +23%
MGP
391
Metis Global Partners
California
$584K +$101K +271 +21%
SAM
392
Strategy Asset Managers
California
$573K +$573K +1,541 New
AT
393
American Trust
Kentucky
$571K -$321K -863 -36%
KRSITF
394
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$561K -$10.8K -29 -2%
AMIM
395
Aull & Monroe Investment Management
Alabama
$558K – – –
HIM
396
Hillsdale Investment Management
Ontario, Canada
$550K +$92.9K +250 +20%
MF
397
Magnetar Financial
Illinois
$537K -$2.78M -7,478 -84%
RP
398
Rowlandmiller & Partners
Georgia
$537K – – –
JF
399
Jump Financial
Illinois
$533K -$2.81M -7,572 -84%
ECA
400
Elevated Capital Advisors
Utah
$524K -$1.49K -4 -0.3%
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16
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