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Everest Group
EG

Overview Fund Activity

575 hedge funds and large institutions have $13.6B invested in Everest Group in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 215 increasing their positions, 197 reducing their positions, and 74 closing their positions.

Holders
575
Holders Change
–
Holders Change %
0%
% of All Funds
9.07%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
76
Increased
215
Reduced
197
Closed
74
Calls
$37.4M
Puts
$62.8M
Net Calls
-$25.4M
Net Calls Change
-$28.9M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$641M
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$355M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.82B
4
BlackRock
4
BlackRock
New York
$1.09B
5
ZP
5
Zimmer Partners
New York
$81.2M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$15.1M
2
Boston Partners
2
Boston Partners
Massachusetts
$432M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$204M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$36.8M
5
Millennium Management
5
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DSA
101
Davis Selected Advisers
Arizona
$15.3M -$572K -1,672 -4%
BTW
102
Boston Trust Walden
Massachusetts
$15.1M -$908K -2,655 -6%
Envestnet Asset Management
103
Envestnet Asset Management
Illinois
$15.1M -$531M -1,554,575 -97%
Citigroup
104
Citigroup
New York
$15M +$865K +2,531 +6%
BNP Paribas Asset Management
105
BNP Paribas Asset Management
France
$14.9M +$4.78M +13,981 +47%
Hudson Bay Capital Management
106
Hudson Bay Capital Management
Connecticut
$14.7M +$14.7M +43,000 New
State Board of Administration of Florida Retirement System
107
State Board of Administration of Florida Retirement System
Florida
$14.5M +$1.97M +5,765 +16%
WMSA
108
Weiss Multi-Strategy Advisers
New York
$14.5M -$2.11M -6,186 -13%
VOYA Investment Management
109
VOYA Investment Management
Georgia
$14.2M -$38.3M -112,140 -73%
Toronto Dominion Bank
110
Toronto Dominion Bank
Ontario, Canada
$13.9M +$2.49M +7,298 +22%
Squarepoint
111
Squarepoint
New York
$13.9M +$13.6M +39,815 +5,432%
Mitsubishi UFJ Trust & Banking
112
Mitsubishi UFJ Trust & Banking
Japan
$13.1M +$2.72M +7,953 +26%
PP
113
Prospector Partners
Connecticut
$13M +$68.4K +200 +0.5%
TAIM
114
Te Ahumairangi Investment Management
New Zealand
$12.8M +$525K +1,535 +4%
State of Tennessee, Department of Treasury
115
State of Tennessee, Department of Treasury
Tennessee
$12.6M +$1.32M +3,863 +12%
Mitsubishi UFJ Asset Management
116
Mitsubishi UFJ Asset Management
Japan
$12.3M +$2.31M +6,767 +23%
GT
117
Glenmede Trust
Pennsylvania
$12M – – –
HW
118
Hancock Whitney
Mississippi
$11.7M -$627K -1,835 -5%
NEI
119
Northwest & Ethical Investments
Ontario, Canada
$11.4M +$2.39M +6,979 +26%
DSC
120
Donald Smith & Co
New York
$11M +$684 +2 +0%
BCPE
121
Bain Capital Public Equity
Massachusetts
$10.8M +$746K +2,181 +7%
FCM
122
Frontier Capital Management
Massachusetts
$10.8M -$111K -326 -1%
TD Asset Management
123
TD Asset Management
Ontario, Canada
$10.8M +$807K +2,361 +8%
Canada Life
124
Canada Life
Manitoba, Canada
$10.7M +$403K +1,173 +4%
Manulife (Manufacturers Life Insurance)
125
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.7M +$626K +1,832 +6%
3 4
5
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