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Everest Group
EG

Overview Fund Activity

576 hedge funds and large institutions have $13.6B invested in Everest Group in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 215 increasing their positions, 198 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
–
Holders Change %
0%
% of All Funds
9.08%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
76
Increased
215
Reduced
198
Closed
74
Calls
$37.4M
Puts
$62.8M
Net Calls
-$25.4M
Net Calls Change
-$28.9M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$550M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$355M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$149M
4
BlackRock
BlackRock
New York
+$84.8M
5
ZP
Zimmer Partners
New York
+$81.2M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$531M
2
Boston Partners
Boston Partners
Massachusetts
-$123M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$115M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$90.6M
5
Millennium Management
Millennium Management
New York
-$88.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
426
Greenleaf Trust
Michigan
$335K -$60.2K -176 -15%
Creative Planning
427
Creative Planning
Kansas
$332K -$13.3K -39 -4%
KeyBank National Association
428
KeyBank National Association
Ohio
$326K -$84.1K -246 -21%
SAM
429
Seelaus Asset Management
New Jersey
$321K -$2.39K -7 -0.7%
SI
430
Stephens Inc
Arkansas
$318K – – –
VI
431
Vestcor Inc
New Brunswick, Canada
$317K -$2.74K -8 -0.9%
P
432
Pitcairn
Pennsylvania
$314K +$2.39K +7 +0.8%
CGL
433
Clarius Group LLC
Washington
$313K -$9.23K -27 -3%
FFM
434
Forum Financial Management
Illinois
$311K – – –
CAM
435
Cresset Asset Management
Illinois
$310K +$310K +907 New
CTC
436
Central Trust Company
Missouri
$310K -$47.5K -139 -13%
RJFSA
437
Raymond James Financial Services Advisors
Florida
$295K -$1.74M -5,097 -86%
ECM
438
ExodusPoint Capital Management
New York
$295K -$506K -1,483 -63%
KFC
439
Klingenstein Fields & Co
New York
$291K – – –
FIM
440
Freedom Investment Management
Connecticut
$290K -$1.37K -4 -0.5%
QI
441
Qtron Investments
Massachusetts
$288K +$46.5K +136 +19%
LCM
442
Laurion Capital Management
New York
$283K +$283K +829 New
CAN
443
Cetera Advisor Networks
California
$275K -$15.4K -45 -5%
EGA
444
E&G Advisors
Texas
$273K – – –
LCGC
445
Legacy Capital Group California
California
$272K +$44.1K +129 +19%
1IA
446
1834 Investment Advisors
Wisconsin
$270K +$270K +790 New
Bessemer Group
447
Bessemer Group
New Jersey
$264K +$11.6K +34 +5%
AAS
448
Avantax Advisory Services
Texas
$255K -$2.73K -8 -1%
TWI
449
Thomas White International
Illinois
$253K – – –
CIP
450
Capital Insight Partners
Arizona
$251K +$251K +735 New
16 17
18
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