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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 %
Fifth Third Bancorp
451
Fifth Third Bancorp
Ohio
$280K +$45.3K +122 +19%
CTC
452
Central Trust Company
Missouri
$277K -$59.5K -160 -18%
RAM
453
Ramirez Asset Management
New York
$275K +$275K +740 New
IGAM
454
iA Global Asset Management
Quebec, Canada
$273K -$273K -736 -50%
AA
455
Ancora Advisors
Ohio
$269K +$269K +725 New
BCV
456
Banque Cantonale Vaudoise
Switzerland
$264K -$546K -1,473 -67%
DWM
457
Darwin Wealth Management
Florida
$262K +$10K +27 +4%
Bessemer Group
458
Bessemer Group
New Jersey
$260K -$26.7K -72 -9%
CDH
459
Charles D. Hyman
$260K – – –
AAS
460
Avantax Advisory Services
Texas
$257K -$20.4K -55 -7%
CIP
461
Capital Insight Partners
Arizona
$255K – – –
SC
462
Savant Capital
Illinois
$255K -$5.57K -15 -2%
RDWM
463
Red Door Wealth Management
Tennessee
$249K +$249K +669 New
DEA
464
DoubleLine ETF Adviser
Florida
$248K +$5.95K +16 +2%
BHCM
465
Brevan Howard Capital Management
Jersey
$247K +$247K +664 New
TYCC
466
Texas Yale Capital Corp
Florida
$242K – – –
PWM
467
Perigon Wealth Management
California
$237K +$237K +637 New
Commonwealth Equity Services
468
Commonwealth Equity Services
Massachusetts
$236K +$10K +27 +4%
ST
469
Smithfield Trust
Pennsylvania
$235K – – –
MG
470
Mather Group
Illinois
$234K +$2.97K +8 +1%
CI Investments Inc
471
CI Investments Inc
Ontario, Canada
$233K +$166K +447 +248%
Northwestern Mutual Wealth Management
472
Northwestern Mutual Wealth Management
Wisconsin
$232K -$19.7K -53 -8%
FMAEN1
473
Fund Management at Engine No 1
California
$231K +$231K +621 New
QC
474
Quent Capital
New York
$226K -$8.55K -23 -4%
TI
475
Tidal Investments
Wisconsin
$225K -$489K -1,317 -69%
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