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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 %
HS
526
Horan Securities
United States
$2.98K – – –
SPIA
527
Steward Partners Investment Advisory
New York
$2.65K – – –
DI
528
Disciplined Investments
Oklahoma
$2.32K -$331 -1 -13%
TWP
529
TFO Wealth Partners
Ohio
$2.2K +$2.2K +14 New
JWM
530
Janiczek Wealth Management
Colorado
$2.1K – – –
ANBT
531
American National Bank & Trust
Texas
$2K – – –
CAL
532
Capital Analysts LLC
Pennsylvania
$2K – – –
FMP
533
Financial Management Professionals
Texas
$2K +$2K +7 New
JFA
534
JNBA Financial Advisors
Minnesota
$1.99K – – –
TCOT
535
Trust Company of Toledo
Ohio
$1.92K – – –
WWP
536
WR Wealth Planners
Missouri
$1.66K – – –
MCM
537
Manchester Capital Management
Vermont
$1.33K – – –
PWMG
538
Prestige Wealth Management Group
New Jersey
$1.33K – – –
WT
539
Washington Trust
Rhode Island
$1.33K +$1.33K +4 New
CI Investments Inc
540
CI Investments Inc
Ontario, Canada
$1K – – –
IRC
541
Investors Research Corp
Georgia
$994 – – –
CWC
542
Carolinas Wealth Consulting
North Carolina
$994 – – –
GRP
543
Global Retirement Partners
California
$994 – – –
ECM
544
Everence Capital Management
Indiana
$941 +$941 +2,840 New
PI
545
PEAK6 Investments
Illinois
$765 -$2.38M -6,212 -100%
BWM
546
BerganKDV Wealth Management
Minnesota
$763 -$1.91K -5 -71%
BWA
547
BDO Wealth Advisors
Florida
$663 – – –
NSIM
548
North Star Investment Management
Illinois
$663 +$663 +2 New
MSCM
549
McElhenny Sheffield Capital Management
Texas
$663 +$663 +2 New
BHWM
550
Beaird Harris Wealth Management
Texas
$663 +$663 +2 New
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