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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 %
TWP
576
TFO Wealth Partners
Ohio
$1.03K +$684 +2 +200%
AW
577
Avion Wealth
Texas
$1K – – –
VNA
578
Valley National Advisers
Pennsylvania
$1K +$1K +2 New
NSIM
579
North Star Investment Management
Illinois
$743 – – –
AWM
580
Abound Wealth Management
Tennessee
$376 – – –
Kayne Anderson Rudnick Investment Management
581
Kayne Anderson Rudnick Investment Management
California
$372 – – –
HWP
582
Highline Wealth Partners
California
$372 – – –
GJIA
583
Glass Jacobson Investment Advisors
Maryland
$372 +$372 +1 New
FGAM
584
Financial Gravity Asset Management
Texas
$344 -$8.4K -342 Closed
MCM
585
Moore Capital Management
New York
– -$25.2M -73,585 Closed
TC
586
TwinBeech Capital
New York
– -$23.1M -67,548 Closed
GCM
587
Ghisallo Capital Management
Massachusetts
– -$17.1M -50,000 Closed
Hudson Bay Capital Management
588
Hudson Bay Capital Management
Connecticut
– -$14.7M -43,000 Closed
Voloridge Investment Management
589
Voloridge Investment Management
Florida
– -$10.7M -31,340 Closed
BGIM
590
Brandywine Global Investment Management
Pennsylvania
– -$8.08M -23,642 Closed
BC
591
Brookfield Corp
Ontario, Canada
– -$4.7M -13,762 Closed
FC
592
FORA Capital
Florida
– -$3.01M -8,802 Closed
D.E. Shaw & Co
593
D.E. Shaw & Co
New York
– -$2.61M -7,622 Closed
BCM
594
Bridgeway Capital Management
Texas
– -$2.24M -6,540 Closed
PE
595
Point72 Europe
United Kingdom
– -$2.22M -6,500 Closed
Acadian Asset Management
596
Acadian Asset Management
Massachusetts
– -$2.05M -5,994 Closed
SCM
597
Stevens Capital Management
Pennsylvania
– -$1.72M -5,024 Closed
QT
598
Quantamental Technologies
New York
– -$1.49M -4,351 Closed
TCM
599
Teza Capital Management
Illinois
– -$1.12M -3,273 Closed
E
600
Ergoteles
New York
– -$908K -2,657 Closed
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