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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 %
BC
401
Bridgefront Capital
Texas
$285K +$24.5K +74 +9%
KFC
402
Klingenstein Fields & Co
New York
$282K – – –
IC
403
IEQ Capital
California
$281K -$27.5K -83 -9%
TRCT
404
Tower Research Capital (TRC)
New York
$275K -$1.08M -3,238 -80%
EIM
405
Essex Investment Management
Massachusetts
$275K – – –
CAN
406
Cetera Advisor Networks
California
$274K +$274K +827 New
ISWM
407
Independent Solutions Wealth Management
New York
$270K -$75.5K -228 -22%
MGP
408
Metis Global Partners
California
$270K +$270K +814 New
Pacer Advisors
409
Pacer Advisors
Pennsylvania
$268K +$241K +728 +899%
Bessemer Group
410
Bessemer Group
New Jersey
$266K +$1.99K +6 +0.8%
DGAM
411
Desjardins Global Asset Management
Quebec, Canada
$263K +$21.5K +65 +9%
Rockefeller Capital Management
412
Rockefeller Capital Management
New York
$262K +$80.2K +243 +44%
CIBC World Market
413
CIBC World Market
Ontario, Canada
$260K +$260K +784 New
Axa
414
Axa
France
$259K -$11M -33,339 -98%
MAM
415
Meeder Asset Management
Ohio
$258K -$94.7K -286 -27%
AAS
416
Avantax Advisory Services
Texas
$250K -$24.8K -75 -9%
EGA
417
E&G Advisors
Texas
$248K +$248K +750 New
TWI
418
Thomas White International
Illinois
$245K -$99.4K -300 -29%
PCMC
419
Paragon Capital Management (Colorado)
Colorado
$245K +$245K +740 New
SIA
420
Schechter Investment Advisors
Michigan
$245K -$124K -373 -34%
AA
421
Ancora Advisors
Ohio
$240K – – –
ZCA
422
Zeke Capital Advisors
Pennsylvania
$240K -$96.4K -291 -29%
EAM
423
Erste Asset Management
Austria
$234K -$167K -500 -42%
CDH
424
Charles D. Hyman
$232K +$232K +700 New
GLA
425
Great Lakes Advisors
Illinois
$230K -$528K -1,595 -70%
15 16
17
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