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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
501
Manchester Capital Management
Vermont
$1K -$500 -2 -33%
BWA
502
BDO Wealth Advisors
Florida
$1K – – –
IRC
503
Investors Research Corp
Georgia
$1K – – –
CWC
504
Carolinas Wealth Consulting
North Carolina
$1K – – –
PWMG
505
Prestige Wealth Management Group
New Jersey
$1K – – –
SC
506
Siena Capital
Ohio
$1K – – –
CI Investments Inc
507
CI Investments Inc
Ontario, Canada
$1K – – –
GRP
508
Global Retirement Partners
California
$1K +$333 +1 +50%
CB
509
Community Bank
New York
$1K +$1K +4 New
Capital International Investors
510
Capital International Investors
California
– -$154M -548,156 Closed
BC
511
Brookfield Corp
Ontario, Canada
– -$10.1M -36,205 Closed
Wealth Enhancement Advisory Services
512
Wealth Enhancement Advisory Services
Minnesota
– -$5.57M -19,823 Closed
Voloridge Investment Management
513
Voloridge Investment Management
Florida
– -$4.77M -17,028 Closed
PI
514
Putnam Investments
Massachusetts
– -$3.67M -13,093 Closed
IAN
515
Integrated Advisors Network
Texas
– -$3.46M -12,352 Closed
DWM
516
Dakota Wealth Management
Florida
– -$2.62M -9,339 Closed
Acadian Asset Management
517
Acadian Asset Management
Massachusetts
– -$2.38M -8,509 Closed
FRAF
518
Första AP-fonden
Sweden
– -$1.6M -5,700 Closed
CBC
519
Coombe, Bender & Co
New York
– -$1.48M -5,284 Closed
WI
520
WBI Investments
New Jersey
– -$1.17M -4,159 Closed
OQS
521
Occudo Quantitative Strategies
Florida
– -$1.13M -4,018 Closed
CI
522
Capital International
California
– -$1.06M -3,767 Closed
QC
523
Quadrature Capital
United Kingdom
– -$954K -3,405 Closed
AC
524
Allstate Corporation
Illinois
– -$797K -2,845 Closed
D.E. Shaw & Co
525
D.E. Shaw & Co
New York
– -$735K -2,622 Closed
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