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Everest Group
EG

Overview Fund Activity

575 hedge funds and large institutions have $13B invested in Everest Group in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 197 increasing their positions, 209 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
575
Holders Change
+22
Holders Change %
+3.98%
% of All Funds
9.2%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
71
Increased
197
Reduced
209
Closed
39
Calls
$26M
Puts
$22.5M
Net Calls
+$3.51M
Net Calls Change
+$26M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$170M
2
Westfield Capital Management
2
Westfield Capital Management
Massachusetts
$50.1M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$94.7M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$96.4M
5
CRM
5
Cramer Rosenthal McGlynn
Connecticut
$34.9M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$582M
2
Man Group
2
Man Group
United Kingdom
$65.8M
3
NI
3
Nuance Investments
Missouri
$14.7M
4
MHI
4
Miller Howard Investments
New York
$0
5
Franklin Resources
5
Franklin Resources
California
$371M
Name Holding Trade Value Shares
Change 		Shares
Change %
Sumitomo Mitsui Trust Group
51
Sumitomo Mitsui Trust Group
Japan
$42.5M +$2.11M +5,901 +5%
Lazard Asset Management
52
Lazard Asset Management
New York
$40.2M -$630K -1,760 -2%
HSBC Holdings
53
HSBC Holdings
United Kingdom
$40.1M +$29.3M +82,022 +270%
SO
54
STRS Ohio
Ohio
$40.1M -$14.9M -41,693 -27%
PCM
55
Prana Capital Management
Connecticut
$38.5M -$17.2M -48,053 -31%
MAM
56
Martingale Asset Management
Massachusetts
$38.2M -$4.49M -12,543 -11%
SI
57
Scout Investments
Missouri
$37.3M -$7.32M -20,456 -16%
Robeco Institutional Asset Management
58
Robeco Institutional Asset Management
Netherlands
$36.4M +$5.59M +15,614 +18%
Jacobs Levy Equity Management
59
Jacobs Levy Equity Management
New Jersey
$36.2M -$2.96M -8,272 -8%
SFM
60
Systematic Financial Management
New Jersey
$36M -$386K -1,077 -1%
JAM
61
Jupiter Asset Management
United Kingdom
$35.3M -$12.7M -35,508 -26%
CRM
62
Cramer Rosenthal McGlynn
Connecticut
$34.9M +$34.9M +97,381 New
A
63
AustralianSuper
Australia
$34.6M +$2.05M +5,732 +6%
ClearBridge Investments
64
ClearBridge Investments
New York
$32.8M +$5.69M +15,905 +21%
ZDA
65
Zweig-DiMenna Associates
New York
$31.8M +$5.05M +14,100 +19%
JCM
66
Junto Capital Management
New York
$31.8M +$31.8M +88,755 New
Deutsche Bank
67
Deutsche Bank
Germany
$30.4M +$3.77M +10,529 +14%
California Public Employees Retirement System
68
California Public Employees Retirement System
California
$30.3M -$3.45M -9,636 -10%
APG Asset Management
69
APG Asset Management
Netherlands
$29.9M -$1.1M -3,330 -4%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$29M -$1.54M -4,309 -5%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$27.4M +$900K +2,515 +3%
Bank of Nova Scotia
72
Bank of Nova Scotia
Ontario, Canada
$27.4M +$25.6M +71,375 +1,417%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$27.2M +$422K +1,178 +2%
CHP
74
Castle Hook Partners
New York
$26M +$4.11M +11,468 +19%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$25.4M +$11.4M +31,732 +81%
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