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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 %
ETC
401
Exchange Traded Concepts
Oklahoma
$391K -$351K -981 -47%
BBVA
402
Banco Bilbao Vizcaya Argentaria
Spain
$385K +$77.3K +216 +25%
WAM
403
Wakefield Asset Management
Colorado
$376K +$376K +1,049 New
CTC
404
Central Trust Company
Missouri
$374K +$40.5K +113 +12%
MC
405
Machina Capital
France
$373K +$373K +1,042 New
NA
406
NewEdge Advisors
Louisiana
$371K +$73K +204 +24%
IC
407
IEQ Capital
California
$367K +$64K +179 +21%
1WA
408
180 Wealth Advisors
Washington
$366K +$366K +1,021 New
KIA
409
KCM Investment Advisors
California
$364K – – –
Creative Planning
410
Creative Planning
Kansas
$362K +$138K +384 +61%
CTA
411
Chesley Taft & Associates
Illinois
$362K -$5.37K -15 -1%
MC
412
Moors & Cabot
Massachusetts
$358K -$17.9K -50 -5%
VI
413
Versor Investments
New York
$356K +$356K +993 New
SAM
414
Seelaus Asset Management
New Jersey
$350K -$174K -470 -33%
CF
415
Centaurus Financial
California
$343K -$26.2K -73 -7%
SC
416
SRB Corp
Massachusetts
$339K -$165K -460 -33%
CGL
417
Clarius Group LLC
Washington
$338K +$11.8K +33 +4%
QCM
418
Quantinno Capital Management
New York
$336K +$336K +938 New
VI
419
Vestcor Inc
New Brunswick, Canada
$335K -$855K -2,385 -72%
TMAM
420
Tokio Marine Asset Management
Japan
$334K +$20.8K +58 +7%
SI
421
Stephens Inc
Arkansas
$333K -$61.2K -171 -16%
MM
422
MQS Management
New York
$328K +$328K +916 New
P
423
Pitcairn
Pennsylvania
$327K – – –
FFM
424
Forum Financial Management
Illinois
$325K – – –
GHA
425
GW Henssler & Associates
Georgia
$320K -$2.86K -8 -0.9%
15 16
17
18 19