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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 %
HWP
551
Highline Wealth Partners
California
$331 +$331 +1 New
EE
552
EWG Elevate
California
$331 +$331 +1 New
GF
553
Goodman Financial
Texas
– -$9.8M -37,342 Closed
Marshall Wace
554
Marshall Wace
United Kingdom
– -$5.21M -19,857 Closed
ZIM
555
Zacks Investment Management
Illinois
– -$2.65M -10,090 Closed
ECM
556
ExodusPoint Capital Management
New York
– -$2.17M -8,283 Closed
Twin Tree Management
557
Twin Tree Management
Texas
– -$1.55M -5,890 Closed
ACM
558
AlphaCrest Capital Management
New York
– -$1.52M -5,782 Closed
Arrowstreet Capital
559
Arrowstreet Capital
Massachusetts
– -$1.38M -5,272 Closed
ACP
560
Aviance Capital Partners
Florida
– -$1.19M -4,550 Closed
Simplex Trading
561
Simplex Trading
Illinois
– -$1.02M -3,882 Closed
PCM
562
Prelude Capital Management
New York
– -$968K -3,690 Closed
RWP
563
Revolve Wealth Partners
New Jersey
– -$796K -3,032 Closed
OPPTF
564
OPSEU Pension Plan Trust Fund
Ontario, Canada
– -$725K -2,770 Closed
SG Americas Securities
565
SG Americas Securities
New York
– -$717K -2,732 Closed
TI
566
Tidal Investments
Wisconsin
– -$629K -2,397 Closed
PG
567
Pendal Group
Australia
– -$615K -2,345 Closed
SWRP
568
Summit Wealth & Retirement Planning
California
– -$601K -2,291 Closed
E
569
Ergoteles
New York
– -$547K -2,083 Closed
Mackenzie Financial
570
Mackenzie Financial
Ontario, Canada
– -$532K -2,029 Closed
TI
571
Trexquant Investment
Connecticut
– -$474K -1,807 Closed
QI
572
Qtron Investments
Massachusetts
– -$465K -1,771 Closed
CWA
573
Canvas Wealth Advisors
Kansas
– -$483K -1,717 Closed
MC
574
Machina Capital
France
– -$435K -1,656 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
575
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$433K -1,649 Closed
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