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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 %
PB
551
Pinnacle Bancorp
Nebraska
$8.55K – – –
SFG
552
Steward Financial Group
Texas
$8K +$8K +23 New
HCM
553
Hollencrest Capital Management
California
$7.43K – – –
GKIM
554
GW&K Investment Management
Massachusetts
$7K – – –
CAL
555
Capital Analysts LLC
Pennsylvania
$7K +$4.28K +11 +157%
CA
556
Clearstead Advisors
Ohio
$5.2K +$5.2K +14 New
LFA
557
LGT Financial Advisors
Texas
$4.83K +$4.83K +13 New
TWC
558
TD Waterhouse Canada
Ontario, Canada
$4.51K -$1.88K -5 -29%
SIC
559
SJS Investment Consulting
Ohio
$4.09K +$372 +1 +10%
FMP
560
Financial Management Professionals
Texas
$3K – – –
AF
561
Advisornet Financial
Minnesota
$2.6K -$743 -2 -22%
SCA
562
Stonebridge Capital Advisors
Minnesota
$2.6K – – –
WTA
563
Washington Trust Advisors
Massachusetts
$2.46K +$2.46K +7 New
BIA
564
Bell Investment Advisors
California
$2.23K -$1.49K -4 -40%
JFA
565
JNBA Financial Advisors
Minnesota
$2.23K – – –
MCM
566
Manchester Capital Management
Vermont
$1.86K -$372 -1 -17%
WWP
567
WR Wealth Planners
Missouri
$1.86K -$4.46K -12 -71%
WT
568
Washington Trust
Rhode Island
$1.86K – – –
CWC
569
Carolinas Wealth Consulting
North Carolina
$1.19K – – –
IA
570
IFP Advisors
Florida
$1.12K -$5.58K -15 -83%
PWMG
571
Prestige Wealth Management Group
New Jersey
$1.12K – – –
IRC
572
Investors Research Corp
Georgia
$1.12K – – –
NFSG
573
Newbridge Financial Services Group
Florida
$1.12K – – –
Jones Financial Companies
574
Jones Financial Companies
Missouri
$1.12K +$1.12K +3 New
ECM
575
Everence Capital Management
Indiana
$1.06K – – –
21 22
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