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Everest Group
EG

Overview Fund Activity

581 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, 220 increasing their positions, 205 reducing their positions, and 61 closing their positions.

Holders
581
Holders Change
+6
Holders Change %
+1.04%
% of All Funds
9.26%
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
220
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
1
William Blair Investment Management
Illinois
$98M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$124M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$199M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$106M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$336M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$275M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$6.33M
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$300M
4
Man Group
4
Man Group
United Kingdom
$83.6M
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$75.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$137M 367,488 +27,387 +8%
Balyasny Asset Management
27
Balyasny Asset Management
Illinois
$124M 333,193 +225,406 +209%
Ameriprise
28
Ameriprise
Minnesota
$120M 320,126 +56,995 +22%
Legal & General Group
29
Legal & General Group
United Kingdom
$117M 315,833 -4,527 -1%
ClearBridge Investments
30
ClearBridge Investments
New York
$106M 286,190 +150,032 +110%
PCH
31
Polar Capital Holdings
United Kingdom
$104M 280,000 – –
William Blair Investment Management
32
William Blair Investment Management
Illinois
$98M 263,788 +263,788 New
EARNEST Partners
33
EARNEST Partners
Georgia
$86.6M 233,102 -5,799 -2%
UBS AM
34
UBS AM
Illinois
$85.5M 229,981 +12,753 +6%
Man Group
35
Man Group
United Kingdom
– – -188,813 Closed
ECU
36
Egerton Capital (UK)
United Kingdom
$82.9M 223,093 -66,869 -23%
HSBC Holdings
37
HSBC Holdings
United Kingdom
$80.4M 215,795 +133,756 +163%
Point72 Asset Management
38
Point72 Asset Management
Connecticut
$78.9M 212,253 +34,820 +20%
Adage Capital Partners
39
Adage Capital Partners
Massachusetts
$75.5M 203,181 -149,500 -42%
Amundi
40
Amundi
France
$74.5M 186,898 +17,985 +11%
JAM
41
Jupiter Asset Management
United Kingdom
$70M 188,427 +48,444 +35%
Bank of America
42
Bank of America
North Carolina
$66.3M 178,358 -4,334 -2%
VRS
43
Virginia Retirement Systems
Virginia
$66.2M 177,985 +4,700 +3%
Goldman Sachs
44
Goldman Sachs
New York
$65.8M 176,990 +89,987 +103%
JCM
45
Junto Capital Management
New York
$63.5M 170,731 +37,806 +28%
PCM
46
Prana Capital Management
Connecticut
$62.1M 167,017 -377 -0.2%
Schroder Investment Management Group
47
Schroder Investment Management Group
United Kingdom
$60M 161,461 +33,493 +26%
Barclays
48
Barclays
United Kingdom
$58.8M 158,248 -21,453 -12%
ESCM
49
Echo Street Capital Management
New York
$58.8M 158,216 +42,333 +37%
Two Sigma Investments
50
Two Sigma Investments
New York
$57M 153,333 -38,332 -20%
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