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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
1
Egerton Capital (UK)
United Kingdom
$149M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$201M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$152M
4
EIP
4
Epoch Investment Partners
New York
$59.7M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$113M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$382M
2
Boston Partners
2
Boston Partners
Massachusetts
$695M
3
Invesco
3
Invesco
Georgia
$148M
4
CIP
4
Champlain Investment Partners
Vermont
$364M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wolverine Trading
576
Wolverine Trading
Illinois
– -$440K -1,643 Closed
ESCM
577
Echo Street Capital Management
New York
– -$410K -1,563 Closed
AG
578
Algert Global
California
– -$339K -1,290 Closed
NAG
579
Northstar Advisory Group
New Jersey
– -$287K -1,094 Closed
GCP
580
GSA Capital Partners
United Kingdom
– -$250K -952 Closed
VI
581
Versor Investments
New York
– -$236K -900 Closed
MG
582
Mather Group
Illinois
– -$212K -806 Closed
FB
583
Fulton Bank
Pennsylvania
– -$211K -804 Closed
SA
584
Syntax Advisors
New York
– -$202K -771 Closed
VCG
585
Vantage Consulting Group
Virginia
– -$202K -771 Closed
AA
586
Addison Advisors
Vermont
– -$56K -212 Closed
GWSG
587
GPS Wealth Strategies Group
Colorado
– -$40K -152 Closed
SOW
588
State of Wyoming
Wyoming
– -$33K -124 Closed
LFG
589
Larson Financial Group
Missouri
– -$24K -91 Closed
FAM
590
Fred Alger Management
New York
– -$19K -73 Closed
GI
591
Gradient Investments
Minnesota
– -$11K -41 Closed
EW
592
Evoke Wealth
California
– -$9K -34 Closed
RCM
593
Raleigh Capital Management
North Carolina
– -$4K -15 Closed
PMFA
594
Plante Moran Financial Advisors
Michigan
– -$4K -15 Closed
HR
595
Howe & Rusling
New York
– -$4K -14 Closed
TCWA
596
Ten Capital Wealth Advisors
Washington
– -$3K -13 Closed
CB
597
Community Bank
New York
– -$1K -4 Closed
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