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Everest Group
EG

Overview Fund Activity

575 hedge funds and large institutions have $13B invested in Everest Group in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 197 increasing their positions, 209 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
575
Holders Change
+22
Holders Change %
+3.98%
% of All Funds
9.2%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
71
Increased
197
Reduced
209
Closed
39
Calls
$26M
Puts
$22.5M
Net Calls
+$3.51M
Net Calls Change
+$26M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$170M
2
Westfield Capital Management
2
Westfield Capital Management
Massachusetts
$50.1M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$94.7M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$96.4M
5
CRM
5
Cramer Rosenthal McGlynn
Connecticut
$34.9M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$582M
2
Man Group
2
Man Group
United Kingdom
$65.8M
3
NI
3
Nuance Investments
Missouri
$14.7M
4
MHI
4
Miller Howard Investments
New York
$0
5
Franklin Resources
5
Franklin Resources
California
$371M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$113M +$344K +961 +0.3%
Legal & General Group
27
Legal & General Group
United Kingdom
$111M -$511K -1,428 -0.5%
PCH
28
Polar Capital Holdings
United Kingdom
$100M -$3.58M -10,000 -3%
Ameriprise
29
Ameriprise
Minnesota
$96.5M +$31.2M +87,489 +48%
Adage Capital Partners
30
Adage Capital Partners
Massachusetts
$96.4M +$35.6M +99,300 +58%
Wellington Management Group
31
Wellington Management Group
Massachusetts
$94.7M +$38.1M +106,430 +67%
First Trust Advisors
32
First Trust Advisors
Illinois
$94.7M -$10.8M -30,075 -10%
EARNEST Partners
33
EARNEST Partners
Georgia
$91.8M -$368K -1,028 -0.4%
Millennium Management
34
Millennium Management
New York
$88.2M +$19.2M +53,506 +28%
Bank of America
35
Bank of America
North Carolina
$85.1M -$2.03M -5,657 -2%
UBS AM
36
UBS AM
Illinois
$77.8M -$6.6M -18,447 -8%
Man Group
37
Man Group
United Kingdom
$65.8M -$87.6M -264,405 Closed
Fidelity International
38
Fidelity International
Bermuda
$61.5M -$5.08M -14,176 -8%
VRS
39
Virginia Retirement Systems
Virginia
$57.6M +$30.5M +85,285 +113%
RFC
40
Regions Financial Corp
Alabama
$56.9M +$1.26M +3,533 +2%
Amundi
41
Amundi
France
$56.7M -$1.2M -3,307 -2%
Swiss National Bank
42
Swiss National Bank
Switzerland
$55.6M -$1.68M -4,700 -3%
VOYA Investment Management
43
VOYA Investment Management
Georgia
$55M -$4.38M -12,235 -7%
Westfield Capital Management
44
Westfield Capital Management
Massachusetts
$50.1M +$50.1M +139,960 New
SSA
45
Schonfeld Strategic Advisors
New York
$49.1M -$16.6M -46,300 -25%
SEI Investments
46
SEI Investments
Pennsylvania
$49M -$4.4M -12,301 -8%
GC
47
Gillson Capital
Illinois
$46.6M +$10.8M +30,254 +30%
GAI
48
General American Investors
New York
$46.3M – – –
EIP
49
Epoch Investment Partners
New York
$45M -$19.5M -54,554 -30%
Schroder Investment Management Group
50
Schroder Investment Management Group
United Kingdom
$44.9M +$4.59M +12,830 +11%
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