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Everest Group
EG

Overview Fund Activity

575 hedge funds and large institutions have $13B invested in Everest Group in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 197 increasing their positions, 209 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
575
Holders Change
+22
Holders Change %
+3.98%
% of All Funds
9.2%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
71
Increased
197
Reduced
209
Closed
39
Calls
$26M
Puts
$22.5M
Net Calls
+$3.51M
Net Calls Change
+$26M

Top Buyers

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

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$582M
2
Man Group
2
Man Group
United Kingdom
$65.8M
3
NI
3
Nuance Investments
Missouri
$14.7M
4
MHI
4
Miller Howard Investments
New York
$0
5
Franklin Resources
5
Franklin Resources
California
$371M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
551
Washington Trust
Rhode Island
$2.15K +$716 +2 +50%
CAL
552
Capital Analysts LLC
Pennsylvania
$2K – – –
SSC
553
Syverson Strege & Co
Iowa
$1.79K +$1.79K +5 New
JWM
554
Janiczek Wealth Management
Colorado
$1.44K -$719 -2 -33%
PWMG
555
Prestige Wealth Management Group
New Jersey
$1.43K – – –
MCM
556
Manchester Capital Management
Vermont
$1.43K – – –
VWM
557
Venturi Wealth Management
Texas
$1.43K +$1.43K +4 New
CAC
558
Core Alternative Capital
Georgia
$1.43K +$1.43K +4 New
PI
559
PEAK6 Investments
Illinois
$1.15K +$384 +1 +50%
GRP
560
Global Retirement Partners
California
$1.13K – – –
IRC
561
Investors Research Corp
Georgia
$1.07K – – –
CWC
562
Carolinas Wealth Consulting
North Carolina
$1.07K – – –
ECM
563
Everence Capital Management
Indiana
$1.02K – – –
SIA
564
SkyView Investment Advisors
New Jersey
$1K +$1K +3 New
BAM
565
Baldrige Asset Management
Pennsylvania
$1K +$1K +4 New
BWM
566
BerganKDV Wealth Management
Minnesota
$825 – – –
BWA
567
BDO Wealth Advisors
Florida
$717 – – –
NSIM
568
North Star Investment Management
Illinois
$716 – – –
CFGS
569
Concourse Financial Group Securities
Alabama
$716 +$716 +2 New
2L
570
25 LLC
Missouri
$384 +$384 +1 New
TWP
571
TFO Wealth Partners
Ohio
$358 -$4.65K -13 -93%
HWP
572
Highline Wealth Partners
California
$358 – – –
FGAM
573
Financial Gravity Asset Management
Texas
$316 +$316 +358 New
IA
574
IFP Advisors
Florida
$227 -$28K -247 -99%
Commonwealth Equity Services
575
Commonwealth Equity Services
Massachusetts
$221 +$221 +617 New
21 22
23
24 25