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Everest Group
EG

Overview Fund Activity

509 hedge funds and large institutions have $9.52B invested in Everest Group in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 192 increasing their positions, 186 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
509
Holders Change
-18
Holders Change %
-3.42%
% of All Funds
8.8%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.24%
New
47
Increased
192
Reduced
186
Closed
60
Calls
$18.8M
Puts
$50.4M
Net Calls
-$31.6M
Net Calls Change
-$8.68M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$312M
2
Boston Partners
Boston Partners
Massachusetts
$682M
3
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$143M
4
Man Group
Man Group
United Kingdom
$38.3M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$48.7M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$0
2
AQR Capital Management
AQR Capital Management
Connecticut
$136M
3
American Century Companies
American Century Companies
Missouri
$29.3M
4
Allianz Asset Management
Allianz Asset Management
Germany
$8.31M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
426
Sentry Investment Management
Wisconsin
$67K – – –
ADL
427
Asset Dedication LLC
California
$66K – – –
VCM
428
Versant Capital Management
Arizona
$63K – – –
WFA
429
Wipfli Financial Advisors
Wisconsin
$61K +$61K +232 New
CIM
430
Contravisory Investment Management
Massachusetts
$60K +$60K +228 New
IFAM
431
Institutional & Family Asset Management
Colorado
$58K – – –
AA
432
Addison Advisors
Vermont
$56K – – –
IWP
433
IAG Wealth Partners
Wisconsin
$54K +$261 +1 +0.5%
FFC
434
First Financial Corp
Indiana
$52K – – –
QCG
435
Quadrant Capital Group
Ohio
$47K +$1.83K +7 +4%
KFI
436
Key Financial Inc
Pennsylvania
$42K – – –
CFB
437
Cullen/Frost Bankers
Texas
$40K -$25.8K -98 -39%
GWSG
438
GPS Wealth Strategies Group
Colorado
$40K – – –
HWMA
439
Heritage Wealth Management (Arizona)
Arizona
$39K – – –
PFBT
440
Parkside Financial Bank & Trust
Missouri
$36K -$1.59K -6 -4%
IA
441
IFP Advisors
Florida
$36K +$1.32K +8 +4%
SOW
442
State of Wyoming
Wyoming
$33K -$11.2K -42 -25%
S
443
SignatureFD
Georgia
$31K -$6.36K -24 -17%
MUMSS
444
Mitsubishi UFJ Morgan Stanley Securities
Japan
$31K – – –
EWA
445
EverSource Wealth Advisors
Alabama
$30K -$36.8K -140 -55%
CT
446
Cambridge Trust
Massachusetts
$27K – – –
FCA
447
FinTrust Capital Advisors
South Carolina
$26K +$18.5K +67 +248%
BFEC
448
Benjamin F. Edwards & Company
Missouri
$26K +$26K +100 New
LFG
449
Larson Financial Group
Missouri
$24K +$264 +1 +1%
A
450
AustralianSuper
Australia
$24K +$4.6K +17,541 +24%
16 17
18
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