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Everest Group
EG

Overview Fund Activity

576 hedge funds and large institutions have $13B invested in Everest Group in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 197 increasing their positions, 209 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
+23
Holders Change %
+4.16%
% of All Funds
9.22%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
72
Increased
197
Reduced
209
Closed
39
Calls
$26M
Puts
$22.5M
Net Calls
+$3.51M
Net Calls Change
+$26M

Top Buyers

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

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$582M
2
Man Group
Man Group
United Kingdom
$65.8M
3
NI
Nuance Investments
Missouri
$14.7M
4
MHI
Miller Howard Investments
New York
$0
5
Franklin Resources
Franklin Resources
California
$371M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
576
Commonwealth Equity Services
Massachusetts
$221 +$221 +617 New
MHI
577
Miller Howard Investments
New York
– -$43.1M -130,143 Closed
HF
578
HRT Financial
New York
– -$9.39M -28,351 Closed
BC
579
Brookfield Corp
Ontario, Canada
– -$8.11M -24,491 Closed
BFG
580
Berger Financial Group
Minnesota
– -$4.75M -14,325 Closed
FC
581
FCA Corp
Texas
– -$3.48M -10,506 Closed
SAM
582
Sompo Asset Management
Japan
– -$2.14M -6,470 Closed
HSA
583
Hussman Strategic Advisors
Maryland
– -$2.05M -6,200 Closed
PFO
584
Pathstone Family Office
New Jersey
– -$1.12M -5,366 Closed
GTCM
585
Gyon Technologies Capital Management
New Jersey
– -$986K -2,977 Closed
SAM
586
Strategy Asset Managers
California
– -$747K -2,256 Closed
EVM
587
Evelyn V. Moreno
– -$596K -1,800 Closed
PAS
588
Park Avenue Securities
New York
– -$579K -1,748 Closed
VAS
589
Vestmark Advisory Solutions
Massachusetts
– -$534K -1,611 Closed
PMEF
590
Point72 Middle East FZE
United Arab Emirates
– -$532K -1,606 Closed
DA
591
Duality Advisers
Florida
– -$496K -1,496 Closed
KAS
592
Kestra Advisory Services
Texas
– -$323K -976 Closed
ACM
593
Aquatic Capital Management
Illinois
– -$298K -900 Closed
ISWM
594
Independent Solutions Wealth Management
New York
– -$270K -816 Closed
SIA
595
Schechter Investment Advisors
Michigan
– -$245K -739 Closed
EDRH
596
Edmond de Rothschild Holding
Switzerland
– -$227K -684 Closed
FHB
597
First Hawaiian Bank
Hawaii
– -$218K -657 Closed
Holocene Advisors
598
Holocene Advisors
New York
– -$215K -649 Closed
MYIA
599
Mount Yale Investment Advisors
Colorado
– -$202K -611 Closed
IWP
600
IAG Wealth Partners
Wisconsin
– -$69K -208 Closed
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