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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.

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

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$382M
2
Boston Partners
2
Boston Partners
Massachusetts
$695M
3
Invesco
3
Invesco
Georgia
$148M
4
CIP
4
Champlain Investment Partners
Vermont
$364M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$132M
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
26
First Trust Advisors
Illinois
$97.6M 294,483 -68,884 -19%
PCH
27
Polar Capital Holdings
United Kingdom
$96.1M 290,000 – –
Man Group
28
Man Group
United Kingdom
$87.6M 264,405 +118,440 +81%
EARNEST Partners
29
EARNEST Partners
Georgia
$85.3M 257,476 -1,152 -0.4%
Bank of America
30
Bank of America
North Carolina
$80.6M 243,227 -20,506 -8%
UBS AM
31
UBS AM
Illinois
$78.1M 235,675 +2,309 +1%
NI
32
Nuance Investments
Missouri
$72.8M 219,688 -108,494 -33%
Millennium Management
33
Millennium Management
New York
$63.8M 192,715 +97,877 +103%
Fidelity International
34
Fidelity International
Bermuda
$61.6M 185,975 -23,328 -11%
SSA
35
Schonfeld Strategic Advisors
New York
$60.8M 183,500 -34,429 -16%
Ameriprise
36
Ameriprise
Minnesota
$60.6M 182,883 -86 -0%
EIP
37
Epoch Investment Partners
New York
$59.7M 180,338 +174,935 +3,238%
Adage Capital Partners
38
Adage Capital Partners
Massachusetts
$56.3M 169,881 +129,700 +323%
Amundi
39
Amundi
France
$56.2M 159,431 +71,107 +81%
VOYA Investment Management
40
VOYA Investment Management
Georgia
$54.9M 165,845 +122,158 +280%
Swiss National Bank
41
Swiss National Bank
Switzerland
$53M 160,100 -10,882 -6%
Wellington Management Group
42
Wellington Management Group
Massachusetts
$52.4M 158,195 +44,779 +39%
PCM
43
Prana Capital Management
Connecticut
$51.5M 155,569 -1,990 -1%
RFC
44
Regions Financial Corp
Alabama
$51.4M 155,310 +22,420 +17%
SO
45
STRS Ohio
Ohio
$50.9M 153,670 +21,558 +16%
SEI Investments
46
SEI Investments
Pennsylvania
$49.4M 149,163 -7,472 -5%
Allspring Global Investments
47
Allspring Global Investments
North Carolina
$44.7M 134,934 +75,826 +128%
JAM
48
Jupiter Asset Management
United Kingdom
$44.5M 134,250 -9,659 -7%
MHI
49
Miller Howard Investments
New York
$43.1M 130,143 -2,639 -2%
GAI
50
General American Investors
New York
$42.8M 129,196 – –
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