EG icon

Everest Group

586 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, 223 increasing their positions, 206 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

8% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 206

8.89% less ownership

Funds ownership: 101.61%92.73% (-8.9%)

38% less call options, than puts

Call options by funds: $49.2M | Put options by funds: $79.4M

Holders
586
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$49.2M
Puts
$79.4M
Net Calls
Net Calls Change

Top Buyers

1 +$95.7M
2 +$81.8M
3 +$54.6M
4
ClearBridge Investments
ClearBridge Investments
New York
+$54.5M
5
N
Nuveen
North Carolina
+$51.7M

Top Sellers

1 -$154M
2 -$85.9M
3 -$83.4M
4
Man Group
Man Group
United Kingdom
-$68.5M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$54.3M
Name Holding Trade Value Shares
Change
Change in
Stake
451
$284K
452
$280K
453
$277K
454
$275K
455
$273K
456
$269K
457
$266K
458
$264K
459
$262K
460
$260K
461
$260K
462
$257K
463
$255K
464
$255K
465
$249K
466
$248K
467
$247K
468
$242K
469
$237K
470
$237K
471
$236K
472
$235K
473
$234K
474
$233K
475
$232K