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Everest Group
EG

Overview Fund Activity

661 hedge funds and large institutions have $14.4B invested in Everest Group in 2023 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 255 increasing their positions, 197 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+79
Holders Change %
+13.57%
% of All Funds
9.69%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.21%
New
122
Increased
255
Reduced
197
Closed
38
Calls
$26.6M
Puts
$76.1M
Net Calls
-$49.5M
Net Calls Change
-$19.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$458M
2
BlackRock
BlackRock
New York
$1.35B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$751M
4
AssetMark Inc
AssetMark Inc
California
$106M
5
AQR Capital Management
AQR Capital Management
Connecticut
$264M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$40.9M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$164M
3
Boston Partners
Boston Partners
Massachusetts
$328M
4
Franklin Resources
Franklin Resources
California
$373M
5
ECU
Egerton Capital (UK)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PGFC
676
Peapack-Gladstone Financial Corp
New Jersey
– -$973K -2,619 Closed
CF
677
Cantor Fitzgerald
New York
– -$900K -2,422 Closed
I
678
InceptionR
California
– -$749K -2,016 Closed
SP
679
Symmetry Partners
Connecticut
– -$695K -1,869 Closed
CWM
680
C2C Wealth Management
Arizona
– -$680K -1,820 Closed
EAM
681
Empirical Asset Management
Massachusetts
– -$663K -1,783 Closed
QCM
682
Qsemble Capital Management
New York
– -$489K -1,317 Closed
CM
683
Capula Management
Cayman Islands
– -$483K -1,300 Closed
JFG
684
Jefferies Financial Group
New York
– -$446K -1,200 Closed
GCP
685
GSA Capital Partners
United Kingdom
– -$443K -1,192 Closed
PWM
686
Perigon Wealth Management
California
– -$237K -637 Closed
FMAEN1
687
Fund Management at Engine No 1
California
– -$231K -621 Closed
ST
688
Somerset Trust
Pennsylvania
– -$224K -603 Closed
CIP
689
Convergence Investment Partners
Florida
– -$208K -560 Closed
VAS
690
Vestmark Advisory Solutions
Massachusetts
– -$207K -557 Closed
DSC
691
Donald Smith & Co
New York
– -$98.9K -266 Closed
RTC
692
Riverview Trust Company
Washington
– -$20.4K -55 Closed
GIA
693
GHP Investment Advisors
Colorado
– -$16.3K -41 Closed
HWP
694
Hibernia Wealth Partners
Louisiana
– -$12.3K -33 Closed
PB
695
Pinnacle Bancorp
Nebraska
– -$8.55K -23 Closed
SCA
696
Stonebridge Capital Advisors
Minnesota
– -$2.6K -7 Closed
WT
697
Washington Trust
Rhode Island
– -$1.86K -5 Closed
WWP
698
WR Wealth Planners
Missouri
– -$1.86K -5 Closed
NSIM
699
North Star Investment Management
Illinois
– -$743 -2 Closed
GJIA
700
Glass Jacobson Investment Advisors
Maryland
– -$372 -1 Closed
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