EG icon

Everest Group
EG

Overview Fund Activity

582 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, 221 increasing their positions, 205 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
+6
Holders Change %
+1.04%
% of All Funds
9.28%
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
221
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
William Blair Investment Management
Illinois
$98M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$124M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$199M
4
ClearBridge Investments
ClearBridge Investments
New York
$106M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$336M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$275M
2
First Trust Advisors
First Trust Advisors
Illinois
$6.33M
3
Viking Global Investors
Viking Global Investors
Connecticut
$300M
4
Man Group
Man Group
United Kingdom
$83.6M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$75.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
476
Somerset Trust
Pennsylvania
$224K +$224K +603 New
WPC
477
Wedmont Private Capital
Pennsylvania
$223K -$9.75K -25 -4%
Lido Advisors
478
Lido Advisors
California
$220K +$220K +592 New
LNWWM
479
Laird Norton Wetherby Wealth Management
California
$220K -$4.83K -13 -2%
Assenagon Asset Management
480
Assenagon Asset Management
Luxembourg
$220K – – –
MAM
481
Meeder Asset Management
Ohio
$216K – – –
CIP
482
Convergence Investment Partners
Florida
$208K +$208K +560 New
VAS
483
Vestmark Advisory Solutions
Massachusetts
$207K +$207K +557 New
VSQM
484
V-Square Quantitative Management
Illinois
$205K +$205K +552 New
EP
485
Edgestream Partners
New Jersey
$203K +$203K +546 New
AIP
486
Ameritas Investment Partners
Nebraska
$195K – – –
WB
487
Webster Bank
Connecticut
$186K – – –
WBC
488
Westpac Banking Corp
Australia
$177K +$33.5K +90 +23%
PCM
489
Penserra Capital Management
California
$164K -$9.23K -25 -5%
GBT
490
Grove Bank & Trust
Florida
$162K -$5.58K -15 -3%
NA
491
NewEdge Advisors
Louisiana
$155K -$239K -644 -61%
PA
492
Parallel Advisors
California
$152K +$62.8K +169 +70%
HFS
493
Hantz Financial Services
Michigan
$152K +$152K +408 New
FRAF
494
Första AP-fonden
Sweden
$149K -$2.27M -6,100 -94%
ASN
495
Advisory Services Network
Georgia
$139K +$139K +375 New
SC
496
Steph & Co
Wisconsin
$125K +$125K +337 New
UM
497
UniSuper Management
Australia
$112K – – –
WTC
498
WhitTier Trust Company
Nevada
$109K +$14.1K +38 +15%
AA
499
AlphaCentric Advisors
Puerto Rico
$107K -$11.2K -30 -9%
DSC
500
Donald Smith & Co
New York
$98.9K -$11.8M -31,767 -99%
18 19
20
21 22