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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 %
BBVA
401
Banco Bilbao Vizcaya Argentaria
Spain
$510K +$14.1K +38 +3%
CTA
402
Chesley Taft & Associates
Illinois
$510K +$118K +317 +30%
SC
403
SRB Corp
Massachusetts
$502K +$59.8K +161 +14%
OCBCO
404
Oversea-Chinese Banking Corp (OCBC)
Singapore
$502K +$502K +1,352 New
CC
405
Centiva Capital
New York
$502K -$395K -1,063 -44%
LWAM
406
Legacy Wealth Asset Management
Minnesota
$498K +$16K +43 +3%
EAM
407
Erste Asset Management
Austria
$496K – – –
QCM
408
Qsemble Capital Management
New York
$489K -$12.3K -33 -2%
CM
409
Capula Management
Cayman Islands
$483K +$483K +1,300 New
SI
410
Stephens Inc
Arkansas
$479K +$133K +358 +38%
DADC
411
D.A. Davidson & Co
Montana
$463K -$3.35K -9 -0.7%
HNB
412
Huntington National Bank
Ohio
$456K -$20.4K -55 -4%
GT
413
Greenleaf Trust
Michigan
$455K +$90.3K +243 +25%
TCM
414
Traynor Capital Management
Pennsylvania
$453K – – –
William Blair & Company
415
William Blair & Company
Illinois
$448K +$448K +1,175 New
JFG
416
Jefferies Financial Group
New York
$446K -$18.6K -50 -4%
APWM
417
Atlas Private Wealth Management
New York
$446K – – –
CAN
418
Cetera Advisor Networks
California
$446K +$148K +397 +49%
GCP
419
GSA Capital Partners
United Kingdom
$443K +$217K +585 +96%
WG
420
Winton Group
United Kingdom
$439K +$66.9K +180 +18%
CCA
421
Checchi Capital Advisers
California
$436K -$29.7K -80 -6%
WA
422
Wealthstar Advisors
Texas
$434K +$434K +1,167 New
Truist Financial
423
Truist Financial
North Carolina
$433K -$88.8K -239 -17%
SWP
424
Stratos Wealth Partners
Ohio
$426K +$55K +148 +15%
TMAM
425
Tokio Marine Asset Management
Japan
$419K +$7.06K +19 +2%
15 16
17
18 19