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Everest Group
EG

Overview Fund Activity

553 hedge funds and large institutions have $11.9B invested in Everest Group in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 154 increasing their positions, 219 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
553
Holders Change
+44
Holders Change %
+8.64%
% of All Funds
8.92%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
98
Increased
154
Reduced
219
Closed
45
Calls
$32.9M
Puts
$55.4M
Net Calls
-$22.5M
Net Calls Change
+$9.18M

Top Buyers

1
ECU
Egerton Capital (UK)
United Kingdom
$149M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$201M
3
AllianceBernstein
AllianceBernstein
Tennessee
$152M
4
EIP
Epoch Investment Partners
New York
$59.7M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$113M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$382M
2
Boston Partners
Boston Partners
Massachusetts
$695M
3
Invesco
Invesco
Georgia
$148M
4
CIP
Champlain Investment Partners
Vermont
$364M
5
AQR Capital Management
AQR Capital Management
Connecticut
$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
451
WhitTier Trust Company
Nevada
$84.5K – – –
ADL
452
Asset Dedication LLC
California
$83K – – –
VCM
453
Versant Capital Management
Arizona
$79.8K – – –
CT
454
Colonial Trust
South Carolina
$78.2K +$78.2K +236 New
PA
455
Parallel Advisors
California
$76.5K -$26.5K -80 -26%
EWA
456
EverSource Wealth Advisors
Alabama
$76.2K +$38.4K +116 +102%
C
457
Covestor
United Kingdom
$71K -$80.6K -243 -53%
IWP
458
IAG Wealth Partners
Wisconsin
$69K +$332 +1 +0.5%
FFC
459
First Financial Corp
Indiana
$66.3K – – –
IFAM
460
Institutional & Family Asset Management
Colorado
$60K -$13.3K -40 -18%
QCG
461
Quadrant Capital Group
Ohio
$60K +$331 +1 +0.6%
CS
462
Comerica Securities
Michigan
$52.7K +$52.7K +159 New
FFA
463
Farther Finance Advisors
California
$52K +$52K +157 New
HFM
464
Harvest Fund Management
China
$50K +$50K +152 New
CFB
465
Cullen/Frost Bankers
Texas
$49.7K -$663 -2 -1%
S
466
SignatureFD
Georgia
$47.7K +$8.94K +27 +23%
OWA
467
One Wealth Advisors
California
$47K +$47K +142 New
PFBT
468
Parkside Financial Bank & Trust
Missouri
$44.4K -$663 -2 -1%
KFI
469
Key Financial Inc
Pennsylvania
$41.7K – – –
IA
470
IFP Advisors
Florida
$40K +$4.82K +30 +14%
BAM
471
Belpointe Asset Management
Nevada
$39.3K +$39.3K +119 New
DCM
472
Dupont Capital Management
Delaware
$38.1K -$124K -373 -76%
TAIM
473
TD Ameritrade Investment Management
Nebraska
$34K +$34K +103 New
BFEC
474
Benjamin F. Edwards & Company
Missouri
$33K – – –
PPC
475
Park Place Capital
Alabama
$33K +$33K +99 New
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19
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