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Everest Group
EG

Overview Fund Activity

576 hedge funds and large institutions have $13B invested in Everest Group in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 197 increasing their positions, 209 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
+23
Holders Change %
+4.16%
% of All Funds
9.22%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
72
Increased
197
Reduced
209
Closed
39
Calls
$26M
Puts
$22.5M
Net Calls
+$3.51M
Net Calls Change
+$26M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$170M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
$50.1M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$94.7M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$96.4M
5
CRM
Cramer Rosenthal McGlynn
Connecticut
$34.9M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$582M
2
Man Group
Man Group
United Kingdom
$65.8M
3
NI
Nuance Investments
Missouri
$14.7M
4
MHI
Miller Howard Investments
New York
$0
5
Franklin Resources
Franklin Resources
California
$371M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
526
CVA Family Office
Colorado
$10.7K – – –
FMII
527
Farmers & Merchants Investments Inc
Nebraska
$10.7K +$1.07K +3 +11%
WWP
528
WR Wealth Planners
Missouri
$10.4K +$8.59K +24 +480%
KFP
529
KB Financial Partners
New Jersey
$10K -$7.93K -23 -44%
SCA
530
Stonebridge Capital Advisors
Minnesota
$9.67K – – –
JWA
531
JFS Wealth Advisors
Pennsylvania
$8.95K +$1.07K +3 +14%
HI
532
Harbour Investments
Wisconsin
$8.59K – – –
MCM
533
MV Capital Management
Maryland
$8.24K +$716 +2 +10%
PB
534
Pinnacle Bancorp
Nebraska
$8.23K – – –
SFG
535
Steward Financial Group
Texas
$8K +$4.52K +13 +130%
SC
536
Schubert & Co
Texas
$7.88K – – –
AAS
537
Ameritas Advisory Services
Nebraska
$7.77K +$7.77K +22 New
TWC
538
TD Waterhouse Canada
Ontario, Canada
$7.6K -$1.45K -4 -16%
GWS
539
Glassman Wealth Services
Virginia
$7.52K – – –
CWM
540
Cranbrook Wealth Management
Michigan
$7.16K – – –
HCM
541
Hollencrest Capital Management
California
$7.16K – – –
SIC
542
SJS Investment Consulting
Ohio
$3.94K +$358 +1 +10%
TWA
543
TCI Wealth Advisors
Arizona
$3.94K – – –
BIA
544
Bell Investment Advisors
California
$3.58K – – –
PFP
545
Pinnacle Financial Partners
Tennessee
$3.58K – – –
NFSG
546
Newbridge Financial Services Group
Florida
$3.26K – – –
HS
547
Horan Securities
United States
$3.22K – – –
FRA
548
Front Row Advisors
California
$3K -$4.5K -12 -60%
SPIA
549
Steward Partners Investment Advisory
New York
$2.86K – – –
JFA
550
JNBA Financial Advisors
Minnesota
$2.15K – – –
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