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Everest Group

585 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, 223 increasing their positions, 205 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

9% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 205

8.89% less ownership

Funds ownership: 101.61%92.72% (-8.9%)

38% less call options, than puts

Call options by funds: $49.2M | Put options by funds: $79.4M

Holders
585
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$49.2M
Puts
$79.4M
Net Calls
Net Calls Change

Top Buyers

1 +$98M
2 +$83.8M
3 +$55.9M
4
ClearBridge Investments
ClearBridge Investments
New York
+$55.8M
5
N
Nuveen
North Carolina
+$52.9M
Name Holding Trade Value Shares
Change
Change in
Stake
476
$226K
477
$225K
478
$224K
479
$223K
480
$220K
481
$220K
482
$220K
483
$216K
484
$208K
485
$207K
486
$205K
487
$203K
488
$195K
489
$186K
490
$177K
491
$164K
492
$162K
493
$155K
494
$152K
495
$152K
496
$149K
497
$139K
498
$125K
499
$112K
500
$109K