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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 %
TRIA
426
Trail Ridge Investment Advisors
Colorado
$413K +$9.66K +26 +2%
ACA
427
Atlas Capital Advisors
Wyoming
$412K -$23.4K -63 -5%
WSC
428
Wellington Shields & Co
New York
$409K – – –
AIA
429
Arrow Investment Advisors
Maryland
$407K -$2.97K -8 -0.7%
RJT
430
Raymond James Trust
Florida
$406K +$39K +105 +11%
MCM
431
MAI Capital Management
Ohio
$393K -$11.9K -32 -3%
KeyBank National Association
432
KeyBank National Association
Ohio
$392K +$38.3K +103 +11%
1WA
433
180 Wealth Advisors
Washington
$375K +$375K +1,010 New
KAS
434
Kestra Advisory Services
Texas
$363K +$363K +976 New
Creative Planning
435
Creative Planning
Kansas
$361K -$372 -1 -0.1%
P
436
Pitcairn
Pennsylvania
$358K +$16.4K +44 +5%
IC
437
IEQ Capital
California
$357K +$86.6K +233 +32%
YIH
438
Y-Intercept (HK)
Hong Kong
$355K +$355K +955 New
Capstone Investment Advisors
439
Capstone Investment Advisors
New York
$350K +$350K +941 New
VI
440
Vestcor Inc
New Brunswick, Canada
$345K – – –
FFM
441
Forum Financial Management
Illinois
$338K – – –
CGL
442
Clarius Group LLC
Washington
$336K -$4.83K -13 -1%
AA
443
ALPS Advisors
Colorado
$331K +$331K +890 New
FIM
444
Freedom Investment Management
Connecticut
$326K +$10.4K +28 +3%
KFC
445
Klingenstein Fields & Co
New York
$316K – – –
CAM
446
Cresset Asset Management
Illinois
$316K -$21.2K -57 -6%
MC
447
Moors & Cabot
Massachusetts
$297K -$74.3K -200 -20%
CL
448
CSS LLC
Illinois
$297K +$297K +800 New
EGA
449
E&G Advisors
Texas
$297K – – –
ALAM
450
Asahi Life Asset Management
Japan
$284K +$284K +765 New
16 17
18
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