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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 %
TSS
601
Two Sigma Securities
New York
– -$729K -2,131 Closed
CCIA
602
Campbell & Co Investment Adviser
Maryland
– -$646K -1,889 Closed
CW
603
Connectus Wealth
Ohio
– -$639K -1,862 Closed
SFI
604
Susquehanna Fundamental Investments
Pennsylvania
– -$519K -1,518 Closed
BPC
605
Banque Pictet & Cie
Switzerland
– -$479K -1,400 Closed
CCI
606
Credit Capital Investments
New Jersey
– -$460K -1,345 Closed
QC
607
Quadrature Capital
United Kingdom
– -$436K -1,276 Closed
MWPCG
608
Measured Wealth Private Client Group
New Hampshire
– -$435K -1,271 Closed
OTL
609
Oak Thistle LLC
New York
– -$427K -1,248 Closed
MM
610
MQS Management
New York
– -$386K -1,130 Closed
BAM
611
Blueshift Asset Management
New Jersey
– -$362K -1,058 Closed
SAM
612
Seelaus Asset Management
New Jersey
– -$321K -940 Closed
LCM
613
Laurion Capital Management
New York
– -$283K -829 Closed
LCGC
614
Legacy Capital Group California
California
– -$272K -796 Closed
1IA
615
1834 Investment Advisors
Wisconsin
– -$270K -790 Closed
GWM
616
Gitterman Wealth Management
New Jersey
– -$246K -718 Closed
SIM
617
Sandia Investment Management
Massachusetts
– -$239K -700 Closed
Simplex Trading
618
Simplex Trading
Illinois
– -$231K -676 Closed
GHA
619
GW Henssler & Associates
Georgia
– -$230K -674 Closed
FP
620
Foundry Partners
Minnesota
– -$209K -611 Closed
DCM
621
Dupont Capital Management
Delaware
– -$127K -372 Closed
CMF
622
Counterpoint Mutual Funds
California
– -$119K -347 Closed
WTG
623
West Tower Group
Virginia
– -$64.6K -189 Closed
CFB
624
Cullen/Frost Bankers
Texas
– -$51.3K -150 Closed
FAM
625
Fred Alger Management
New York
– -$42.4K -124 Closed
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