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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 %
PFA
501
Pathway Financial Advisers
Indiana
$11.6K +$11.6K +35 New
RFG
502
RFP Financial Group
Georgia
$10.3K +$10.3K +31 New
PTC
503
Private Trust Company
Ohio
$10K – – –
CFO
504
CVA Family Office
Colorado
$9.94K +$1.66K +5 +20%
FMII
505
Farmers & Merchants Investments Inc
Nebraska
$8.94K – – –
SCA
506
Stonebridge Capital Advisors
Minnesota
$8.94K – – –
TWC
507
TD Waterhouse Canada
Ontario, Canada
$8.34K +$8.34K +25 New
PB
508
Pinnacle Bancorp
Nebraska
$8K – – –
HI
509
Harbour Investments
Wisconsin
$7.95K +$7.95K +24 New
SC
510
Schubert & Co
Texas
$7.29K -$663 -2 -8%
JWA
511
JFS Wealth Advisors
Pennsylvania
$7.29K +$663 +2 +10%
FRA
512
Front Row Advisors
California
$7K -$4.2K -12 -38%
MCM
513
MV Capital Management
Maryland
$6.96K -$331 -1 -5%
GWS
514
Glassman Wealth Services
Virginia
$6.96K – – –
CWM
515
Cranbrook Wealth Management
Michigan
$6.63K – – –
HCM
516
Hollencrest Capital Management
California
$6.63K +$6.63K +20 New
DFCM
517
Dark Forest Capital Management
Puerto Rico
$6.29K +$6.29K +19 New
MPWT
518
MassMutual Private Wealth & Trust
Connecticut
$5K – – –
BAAM
519
Baker Avenue Asset Management
California
$4.31K +$4.31K +13 New
TWA
520
TCI Wealth Advisors
Arizona
$3.64K – – –
BIA
521
Bell Investment Advisors
California
$3.31K +$1.33K +4 +67%
SIC
522
SJS Investment Consulting
Ohio
$3.31K +$1.33K +4 +67%
PFP
523
Pinnacle Financial Partners
Tennessee
$3.31K +$3.31K +10 New
NFSG
524
Newbridge Financial Services Group
Florida
$3K – – –
SFG
525
Steward Financial Group
Texas
$3K +$3K +10 New
19 20
21
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