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Everest Group
667 hedge funds and large institutions have $14.5B invested in Everest Group in 2023 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 256 increasing their positions, 199 reducing their positions, and 38 closing their positions.
New
Increased
Maintained
Reduced
Closed
224% more first-time investments, than exits
New positions opened: 123 | Existing positions closed: 38
40% more funds holding in top 10
Funds holding in top 10: 10 → 14 (+4)
29% more repeat investments, than reductions
Existing positions increased: 256 | Existing positions reduced: 199
14% more funds holding
Funds holding: 587 → 667 (+80)
1.31% more ownership
Funds ownership: 92.99% → 94.31% (+1.3%)
4% less capital invested
Capital invested by funds: $15.1B → $14.5B (-$624M)
65% less call options, than puts
Call options by funds: $26.6M | Put options by funds: $76.1M
Holders
667
Holders Change
+80
Holders Change %
+13.63%
% of All Funds
9.72%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.2%
New
123
Increased
256
Reduced
199
Closed
38
Calls
$26.6M
Puts
$76.1M
Net Calls
-$49.5M
Net Calls Change
-$19.3M
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$325M |
| 2 |
BlackRock
New York
|
+$211M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$120M |
| 4 |
AssetMark Inc
Concord,
California
|
+$114M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$80.5M |
Top Sellers
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$242M |
| 2 |
Bank of New York Mellon
New York
|
-$169M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$118M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$97.9M |
| 5 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
-$82.9M |
