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Everest Group
EG

Overview Fund Activity

509 hedge funds and large institutions have $9.52B invested in Everest Group in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 192 increasing their positions, 186 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
509
Holders Change
-18
Holders Change %
-3.42%
% of All Funds
8.8%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.24%
New
47
Increased
192
Reduced
186
Closed
60
Calls
$18.8M
Puts
$50.4M
Net Calls
-$31.6M
Net Calls Change
-$8.68M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$312M
2
Boston Partners
Boston Partners
Massachusetts
$682M
3
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$143M
4
Man Group
Man Group
United Kingdom
$38.3M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$48.7M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$0
2
AQR Capital Management
AQR Capital Management
Connecticut
$136M
3
American Century Companies
American Century Companies
Missouri
$29.3M
4
Allianz Asset Management
Allianz Asset Management
Germany
$8.31M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
476
MV Capital Management
Maryland
$6K +$273 +1 +5%
GWS
477
Glassman Wealth Services
Virginia
$6K +$286 +1 +5%
SC
478
Schubert & Co
Texas
$6K +$1K +4 +20%
JWA
479
JFS Wealth Advisors
Pennsylvania
$5K -$500 -2 -9%
CWM
480
Cranbrook Wealth Management
Michigan
$5K – – –
EI
481
Ellevest Inc
New York
$5K +$4.75K +19 +1,900%
PMFA
482
Plante Moran Financial Advisors
Michigan
$4K – – –
HR
483
Howe & Rusling
New York
$4K +$571 +2 +17%
MPWT
484
MassMutual Private Wealth & Trust
Connecticut
$4K +$1.14K +4 +40%
RCM
485
Raleigh Capital Management
North Carolina
$4K +$4K +15 New
TWA
486
TCI Wealth Advisors
Arizona
$3K -$6.55K -24 -69%
TCWA
487
Ten Capital Wealth Advisors
Washington
$3K +$3K +13 New
BWM
488
BerganKDV Wealth Management
Minnesota
$2K -$1.71K -6 -46%
BIA
489
Bell Investment Advisors
California
$2K -$1.33K -4 -40%
LC
490
Lindbrook Capital
California
$2K -$250 -1 -11%
CAL
491
Capital Analysts LLC
Pennsylvania
$2K – – –
JFA
492
JNBA Financial Advisors
Minnesota
$2K – – –
JWM
493
Janiczek Wealth Management
Colorado
$2K – – –
HS
494
Horan Securities
United States
$2K – – –
SPIA
495
Steward Partners Investment Advisory
New York
$2K – – –
NFSG
496
Newbridge Financial Services Group
Florida
$2K – – –
DI
497
Disciplined Investments
Oklahoma
$2K +$250 +1 +14%
ANBT
498
American National Bank & Trust
Texas
$2K +$2K +6 New
SIC
499
SJS Investment Consulting
Ohio
$2K +$2K +6 New
WWP
500
WR Wealth Planners
Missouri
$1.31K – – –
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