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Everest Group
EG

Overview Fund Activity

582 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, 221 increasing their positions, 205 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
+6
Holders Change %
+1.04%
% of All Funds
9.28%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
71
Increased
221
Reduced
205
Closed
61
Calls
$49.2M
Puts
$79.4M
Net Calls
-$30.1M
Net Calls Change
-$4.79M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$98M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$124M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$199M
4
ClearBridge Investments
ClearBridge Investments
New York
$106M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$336M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$275M
2
First Trust Advisors
First Trust Advisors
Illinois
$6.33M
3
Viking Global Investors
Viking Global Investors
Connecticut
$300M
4
Man Group
Man Group
United Kingdom
$83.6M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$75.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
526
Covestor
United Kingdom
$27K +$16.5K +44 +157%
AF
527
Allworth Financial
California
$25.3K -$372 -1 -1%
PTC
528
Private Trust Company
Ohio
$24.5K +$13.4K +36 +120%
MFT
529
Moisand Fitzgerald Tamayo
Florida
$23.8K – – –
LC
530
Lindbrook Capital
California
$23.8K +$372 +1 +2%
IG
531
ING Group
Netherlands
$23.8K +$23.8K +64 New
ZB
532
Zions Bancorporation
Utah
$23K – – –
PSB
533
Piscataqua Savings Bank
New Hampshire
$20.8K – – –
RTC
534
Riverview Trust Company
Washington
$20.4K – – –
BTI
535
Blue Trust Inc
Georgia
$19K -$679 -2 -3%
TPCW
536
TD Private Client Wealth
New York
$17.8K -$372 -1 -2%
GIA
537
GHP Investment Advisors
Colorado
$16.3K – – –
HI
538
Harbour Investments
Wisconsin
$15.6K +$6.69K +18 +75%
TFA
539
Toth Financial Advisory
Virginia
$14.9K +$14.9K +40 New
BC
540
Barrett & Company
Rhode Island
$14.9K +$14.9K +40 New
GRP
541
Global Retirement Partners
California
$13.1K +$11.9K +31 +1,033%
CCC
542
Chelsea Counsel Company
California
$13K – – –
PFA
543
Pathway Financial Advisers
Indiana
$13K +$13K +35 New
HWP
544
Hibernia Wealth Partners
Louisiana
$12.3K +$12.3K +33 New
FHA
545
First Horizon Advisors
Tennessee
$11.9K -$743 -2 -6%
RFG
546
RFP Financial Group
Georgia
$11.5K – – –
FMII
547
Farmers & Merchants Investments Inc
Nebraska
$10K – – –
IFAM
548
Institutional & Family Asset Management
Colorado
$10K +$10K +27 New
MCM
549
MV Capital Management
Maryland
$9.29K -$372 -1 -4%
JWA
550
JFS Wealth Advisors
Pennsylvania
$9.29K – – –
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