EG icon

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.

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

Top Sellers

1
Franklin Resources
Franklin Resources
California
$382M
2
Boston Partners
Boston Partners
Massachusetts
$695M
3
Invesco
Invesco
Georgia
$148M
4
CIP
Champlain Investment Partners
Vermont
$364M
5
AQR Capital Management
AQR Capital Management
Connecticut
$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
476
FinTrust Capital Advisors
South Carolina
$31.1K – – –
CT
477
Cambridge Trust
Massachusetts
$30K -$4K -12 -12%
SWM
478
Spire Wealth Management
Virginia
$29K +$29K +88 New
DIP
479
DT Investment Partners
Pennsylvania
$27.2K – – –
BTI
480
Blue Trust Inc
Georgia
$27K +$9.87K +38 +58%
HWA
481
Heritage Wealth Advisors
Virginia
$26.5K – – –
TCA
482
Trifecta Capital Advisors
Illinois
$26.5K +$26.5K +80 New
FDCDDQ
483
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.2K -$297K -897 -93%
Loomis, Sayles & Company
484
Loomis, Sayles & Company
Massachusetts
$22K -$2K -6 -8%
RFA
485
Resurgent Financial Advisors
Georgia
$21.5K +$21.5K +65 New
PSB
486
Piscataqua Savings Bank
New Hampshire
$21.5K – – –
MFT
487
Moisand Fitzgerald Tamayo
Florida
$21.2K +$10.9K +33 +106%
LC
488
Lindbrook Capital
California
$20.9K +$18.2K +55 +688%
ZB
489
Zions Bancorporation
Utah
$20.5K +$3.31K +10 +19%
MUMSS
490
Mitsubishi UFJ Morgan Stanley Securities
Japan
$20K -$20K -60 -50%
AF
491
Allworth Financial
California
$18.9K -$1.66K -5 -8%
RTC
492
Riverview Trust Company
Washington
$18K – – –
FHA
493
First Horizon Advisors
Tennessee
$17.9K -$11.3K -34 -39%
EI
494
Ellevest Inc
New York
$17.6K +$10.9K +33 +165%
KFP
495
KB Financial Partners
New Jersey
$17K -$10.8K -33 -39%
GIA
496
GHP Investment Advisors
Colorado
$13.6K – – –
AWM
497
Accurate Wealth Management
Florida
$13.3K +$13.3K +37 New
SSG
498
Summit Securities Group
New York
$13K +$13K +39 New
AF
499
Advisornet Financial
Minnesota
$12.3K +$2.98K +9 +32%
CCC
500
Chelsea Counsel Company
California
$11.6K +$11.6K +35 New
18 19
20
21 22