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Everest Group
EG

Overview Fund Activity

576 hedge funds and large institutions have $13.6B invested in Everest Group in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 215 increasing their positions, 198 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
–
Holders Change %
0%
% of All Funds
9.08%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
76
Increased
215
Reduced
198
Closed
74
Calls
$37.4M
Puts
$62.8M
Net Calls
-$25.4M
Net Calls Change
-$28.9M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$641M
2
Viking Global Investors
Viking Global Investors
Connecticut
$355M
3
Vanguard Group
Vanguard Group
Pennsylvania
$1.82B
4
BlackRock
BlackRock
New York
$1.09B
5
ZP
Zimmer Partners
New York
$81.2M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$15.1M
2
Boston Partners
Boston Partners
Massachusetts
$432M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$204M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$36.8M
5
Millennium Management
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
576
Kayne Anderson Rudnick Investment Management
California
$342 +$342 +1 New
Millennium Management
577
Millennium Management
New York
– -$88.2M -246,221 Closed
Westfield Capital Management
578
Westfield Capital Management
Massachusetts
– -$50.1M -139,960 Closed
GC
579
Gillson Capital
Illinois
– -$46.6M -130,166 Closed
MAM
580
Martingale Asset Management
Massachusetts
– -$38.2M -106,568 Closed
RhumbLine Advisers
581
RhumbLine Advisers
Massachusetts
– -$27.4M -76,661 Closed
SC
582
Samlyn Capital
New York
– -$18.4M -51,401 Closed
NI
583
Nuance Investments
Missouri
– -$14.7M -41,041 Closed
DCM
584
Driehaus Capital Management
Illinois
– -$13.4M -37,551 Closed
LI
585
LMCG Investments
Massachusetts
– -$13.4M -37,501 Closed
NI
586
Nepsis Inc
Minnesota
– -$9.87M -27,566 Closed
Walleye Capital
587
Walleye Capital
New York
– -$7.73M -21,592 Closed
UH
588
Unigestion Holding
Switzerland
– -$2.79M -7,834 Closed
CIC
589
Chase Investment Counsel
Virginia
– -$2.34M -6,545 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
590
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$2.32M -6,478 Closed
PFM
591
Patton Fund Management
Texas
– -$2.04M -5,695 Closed
HIIFS
592
Harel Insurance Investments & Financial Services
Israel
– -$1.78M -4,984 Closed
SC
593
Scotia Capital
Ontario, Canada
– -$1.5M -4,197 Closed
JPMPWA
594
J.P. Morgan Private Wealth Advisors
California
– -$1.25M -3,491 Closed
GAM
595
Gotham Asset Management
New York
– -$1.1M -3,081 Closed
CIBC World Market
596
CIBC World Market
Ontario, Canada
– -$986K -2,753 Closed
SC
597
Shay Capital
New York
– -$806K -2,250 Closed
FCM
598
FJ Capital Management
Virginia
– -$783K -2,186 Closed
YIH
599
Y-Intercept (HK)
Hong Kong
– -$762K -2,129 Closed
CWM
600
C2C Wealth Management
Arizona
– -$666K -1,820 Closed
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