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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 %
AIM
626
Achmea Investment Management
Netherlands
– -$38K -111 Closed
SSG
627
Summit Securities Group
New York
– -$19K -57 Closed
IAIM
628
Industrial Alliance Investment Management
Quebec, Canada
– -$19K -56 Closed
Twin Tree Management
629
Twin Tree Management
Texas
– -$19.1K -56 Closed
TAIM
630
TD Ameritrade Investment Management
Nebraska
– -$16K -48 Closed
BAAM
631
Baker Avenue Asset Management
California
– -$13.3K -39 Closed
CFO
632
CVA Family Office
Colorado
– -$10.3K -30 Closed
CWM
633
Cranbrook Wealth Management
Michigan
– -$6.84K -20 Closed
PPC
634
Park Place Capital
Alabama
– -$5.42K -20 Closed
SIS
635
Sound Income Strategies
Florida
– -$5.81K -17 Closed
IBOK
636
Independence Bank of Kentucky
Kentucky
– -$4.1K -12 Closed
PFP
637
Pinnacle Financial Partners
Tennessee
– -$3.42K -10 Closed
HS
638
Horan Securities
United States
– -$3.08K -9 Closed
SIA
639
SkyView Investment Advisors
New Jersey
– -$3K -8 Closed
DI
640
Disciplined Investments
Oklahoma
– -$2.39K -7 Closed
IPW
641
Impact Partnership Wealth
Georgia
– -$1.37K -4 Closed
MA
642
MCF Advisors
Kentucky
– -$1.03K -3 Closed
M
643
MOTCO
Texas
– -$342 -1 Closed
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