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Everest Group
EG

Overview Fund Activity

581 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, 220 increasing their positions, 205 reducing their positions, and 61 closing their positions.

Holders
581
Holders Change
+6
Holders Change %
+1.04%
% of All Funds
9.26%
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
220
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
1
William Blair Investment Management
Illinois
$98M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$124M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$199M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$106M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$336M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$275M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$6.33M
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$300M
4
Man Group
4
Man Group
United Kingdom
$83.6M
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$75.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
76
Scout Investments
Missouri
$31.6M +$2.28M +6,072 +8%
SO
77
STRS Ohio
Ohio
$31.3M -$11.1M -29,938 -26%
RG
78
Renaissance Group
Kentucky
$31.1M +$31.1M +83,566 New
Squarepoint
79
Squarepoint
New York
$28.2M +$13.1M +35,261 +87%
Jane Street
80
Jane Street
New York
$27.5M +$21M +56,395 +319%
CS
81
Credit Suisse
Switzerland
$27.4M +$1.91M +5,152 +8%
Lazard Asset Management
82
Lazard Asset Management
New York
$26.8M -$2.35M -6,324 -8%
Caisse de Depot et Placement du Quebec (CDPQ)
83
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$26M +$225K +605 +0.9%
EIP
84
Epoch Investment Partners
New York
$25.7M -$10.9M -29,319 -30%
California State Teachers Retirement System (CalSTRS)
85
California State Teachers Retirement System (CalSTRS)
California
$24.9M -$1.06M -2,843 -4%
T. Rowe Price Associates
86
T. Rowe Price Associates
Maryland
$24.9M +$20.1K +54 +0.1%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$24.1M -$1.31M -3,513 -5%
UBS Group
88
UBS Group
Switzerland
$23.8M -$5.09M -13,697 -18%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$23.8M -$3.12M -8,385 -12%
American Century Companies
90
American Century Companies
Missouri
$23.5M +$5.74M +15,449 +32%
JPMorgan Chase & Co
91
JPMorgan Chase & Co
New York
$23.5M +$4.3M +11,571 +22%
BNP Paribas Asset Management
92
BNP Paribas Asset Management
France
$23M +$6.8M +18,288 +42%
TH
93
TCTC Holdings
Texas
$22.6M – – –
New York State Teachers Retirement System (NYSTRS)
94
New York State Teachers Retirement System (NYSTRS)
New York
$21.4M -$19K -51 -0.1%
CS
95
Candriam SCA
Luxembourg
$21.2M +$11.7M +31,451 +123%
State of Tennessee, Department of Treasury
96
State of Tennessee, Department of Treasury
Tennessee
$20.7M +$6.99M +18,808 +51%
Two Sigma Advisers
97
Two Sigma Advisers
New York
$20.6M +$9.11M +24,500 +79%
TI
98
Trexquant Investment
Connecticut
$20.6M +$12.5M +33,606 +155%
CSS
99
Cubist Systematic Strategies
Connecticut
$20.1M +$9.2M +24,742 +84%
Principal Financial Group
100
Principal Financial Group
Iowa
$19.3M +$319K +857 +2%
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4
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