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Everest Group
EG

Overview Fund Activity

553 hedge funds and large institutions have $11.9B invested in Everest Group in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 154 increasing their positions, 219 reducing their positions, and 45 closing their positions.

Holders
553
Holders Change
+44
Holders Change %
+8.64%
% of All Funds
8.92%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
98
Increased
154
Reduced
219
Closed
45
Calls
$32.9M
Puts
$55.4M
Net Calls
-$22.5M
Net Calls Change
+$9.18M

Top Buyers

1
ECU
1
Egerton Capital (UK)
United Kingdom
$149M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$201M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$152M
4
EIP
4
Epoch Investment Partners
New York
$59.7M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$113M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$382M
2
Boston Partners
2
Boston Partners
Massachusetts
$695M
3
Invesco
3
Invesco
Georgia
$148M
4
CIP
4
Champlain Investment Partners
Vermont
$364M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$132M
Name Market Value Shares Shares
Change 		Shares
Change %
Russell Investments Group
76
Russell Investments Group
United Kingdom
$22M 66,375 -47,811 -42%
IIM
77
INTECH Investment Management
Florida
$21M 63,432 +914 +1%
New York State Common Retirement Fund
78
New York State Common Retirement Fund
New York
$20.6M 62,240 +553 +0.9%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
79
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$20.5M 61,808 +61,808 New
CHP
80
Castle Hook Partners
New York
$20.3M 61,129 +61,129 New
TH
81
TCTC Holdings
Texas
$20.1M 60,800 – –
Fidelity Investments
82
Fidelity Investments
Massachusetts
$20.1M 60,678 +22,824 +60%
CS
83
Candriam SCA
Luxembourg
$19.8M 59,918 -13,443 -18%
UBS Group
84
UBS Group
Switzerland
$19.6M 59,259 +22,261 +60%
T. Rowe Price Associates
85
T. Rowe Price Associates
Maryland
$19.4M 58,517 +138 +0.2%
New York State Teachers Retirement System (NYSTRS)
86
New York State Teachers Retirement System (NYSTRS)
New York
$19.3M 58,309 -105 -0.2%
BTW
87
Boston Trust Walden
Massachusetts
$18.4M 55,545 -5,550 -9%
DZ Bank
88
DZ Bank
Germany
$17.3M 52,262 +19,285 +58%
DSC
89
Donald Smith & Co
New York
$17.3M 52,172 +14 +0%
JPMorgan Chase & Co
90
JPMorgan Chase & Co
New York
$17.2M 51,873 -12,052 -19%
Zurich Cantonal Bank
91
Zurich Cantonal Bank
Switzerland
$17.1M 51,668 -11,635 -18%
DSA
92
Davis Selected Advisers
Arizona
$16.2M 48,774 -4,731 -9%
GWI
93
Grace & White Inc
New York
$16.2M 48,765 -2,617 -5%
Envestnet Asset Management
94
Envestnet Asset Management
Illinois
$16M 48,286 +1,620 +3%
Principal Financial Group
95
Principal Financial Group
Iowa
$15.7M 47,411 -1,665 -3%
RJA
96
Raymond James & Associates
Florida
$15.1M 45,479 -15,130 -25%
KBC Group
97
KBC Group
Belgium
$14.7M 44,398 +7,468 +20%
IP
98
Interval Partners
New York
$13.3M 40,189 -29,807 -43%
Citigroup
99
Citigroup
New York
$13.3M 40,032 -18,649 -32%
PAM
100
Panagora Asset Management
Massachusetts
$13M 39,231 -12,857 -25%
2 3
4
5 6