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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.

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
1
Victory Capital Management
Texas
$312M
2
Boston Partners
2
Boston Partners
Massachusetts
$682M
3
BCPEMI
3
Bain Capital Public Equity Management II
Massachusetts
$143M
4
Man Group
4
Man Group
United Kingdom
$38.3M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$48.7M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$0
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$136M
3
American Century Companies
3
American Century Companies
Missouri
$29.3M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$8.31M
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$160M
Name Market Value Shares Shares
Change 		Shares
Change %
CIBC Private Wealth Group
551
CIBC Private Wealth Group
Georgia
– – -564 Closed
CA
552
CoreCap Advisors
Michigan
– – -330 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
553
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– – -271 Closed
PFS
554
Prospera Financial Services
Texas
– – -266 Closed
TAIM
555
TD Ameritrade Investment Management
Nebraska
– – -200 Closed
CI
556
CX Institutional
Indiana
– – -114 Closed
SSG
557
Summit Securities Group
New York
– – -80 Closed
CWP
558
Concord Wealth Partners
Virginia
– – -35 Closed
SFG
559
Steward Financial Group
Texas
– – -13 Closed
GKIM
560
GW&K Investment Management
Massachusetts
– – -11 Closed
MBFW
561
Morton Brown Family Wealth
Pennsylvania
– – -5 Closed
1IA
562
1834 Investment Advisors
Wisconsin
– – -5 Closed
SBL
563
Sargent Bickham Lagudis
Colorado
– – -3 Closed
FBT
564
First Bank & Trust
South Dakota
– – -3 Closed
TCWM
565
Total Clarity Wealth Management
Illinois
– – -2 Closed
AAP
566
Arax Advisory Partners
Colorado
– – -2 Closed
SWA
567
Sutton Wealth Advisors
Florida
– – -2 Closed
PO
568
Private Ocean
California
– – -2 Closed
LF
569
Lee Financial
Texas
– – -1 Closed
HWA
570
HHM Wealth Advisors
Tennessee
– – – –
CFGS
571
Concourse Financial Group Securities
Alabama
– – – –
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