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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 %
DSA
101
Davis Selected Advisers
Arizona
$16.7M -$803K -2,244 -5%
KBC Group
102
KBC Group
Belgium
$16.4M +$546K +1,525 +3%
Envestnet Asset Management
103
Envestnet Asset Management
Illinois
$15.8M +$15.4M +1,550,491 +3,211%
Citigroup
104
Citigroup
New York
$14.8M +$517K +1,445 +4%
NI
105
Nuance Investments
Missouri
$14.7M -$64M -178,647 -81%
PP
106
Prospector Partners
Connecticut
$13.6M +$54.4K +152 +0.4%
DCM
107
Driehaus Capital Management
Illinois
$13.4M +$3.66M +10,229 +37%
LI
108
LMCG Investments
Massachusetts
$13.4M -$237K -661 -2%
Tudor Investment Corp
109
Tudor Investment Corp
Connecticut
$13.2M +$12.9M +35,906 +3,946%
State Board of Administration of Florida Retirement System
110
State Board of Administration of Florida Retirement System
Florida
$13.1M -$902K -2,520 -6%
HW
111
Hancock Whitney
Mississippi
$12.9M +$12.5M +34,875 +2,838%
TAIM
112
Te Ahumairangi Investment Management
New Zealand
$12.8M +$145K +405 +1%
CSS
113
Cubist Systematic Strategies
Connecticut
$12.7M +$8.92M +24,928 +237%
Marshall Wace
114
Marshall Wace
United Kingdom
$12.6M +$12.6M +35,100 New
CS
115
Candriam SCA
Luxembourg
$12.3M -$7.46M -22,633 -38%
GT
116
Glenmede Trust
Pennsylvania
$12M -$30.4K -85 -0.3%
Toronto Dominion Bank
117
Toronto Dominion Bank
Ontario, Canada
$12M +$4.64M +12,962 +63%
State of Tennessee, Department of Treasury
118
State of Tennessee, Department of Treasury
Tennessee
$11.8M +$4.48M +12,527 +61%
RJA
119
Raymond James & Associates
Florida
$11.5M -$4.81M -13,446 -30%
DSC
120
Donald Smith & Co
New York
$11.5M -$7.21M -20,141 -39%
FCM
121
Frontier Capital Management
Massachusetts
$11.4M -$1.02M -2,852 -8%
Capital Fund Management (CFM)
122
Capital Fund Management (CFM)
France
$11.2M +$11.2M +31,356 New
Teacher Retirement System of Texas
123
Teacher Retirement System of Texas
Texas
$11.2M +$6.84M +19,113 +158%
Aviva
124
Aviva
United Kingdom
$11.2M -$224K -627 -2%
Canada Pension Plan Investment Board
125
Canada Pension Plan Investment Board
Ontario, Canada
$11M +$5.05M +14,100 +84%
3 4
5
6 7