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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.

New
Increased
Maintained
Reduced
Closed
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 %
Voloridge Investment Management
126
Voloridge Investment Management
Florida
$10.7M +$10.7M +31,340 New
PFO
127
Pathstone Family Office
New Jersey
$10.7M +$10.7M +31,318 New
Susquehanna International Group
128
Susquehanna International Group
Pennsylvania
$10.6M +$3.3M +9,665 +45%
PFMOSF
129
Philadelphia Financial Management of San Francisco
California
$10.6M +$10.6M +31,013 New
Two Sigma Advisers
130
Two Sigma Advisers
New York
$10.6M +$8.14M +23,800 +335%
CCM
131
Cinctive Capital Management
New York
$10.5M +$10.5M +30,651 New
KBC Group
132
KBC Group
Belgium
$10.3M -$5.42M -15,841 -34%
Mercer Global Advisors
133
Mercer Global Advisors
Colorado
$10.1M +$713K +2,087 +8%
CSS
134
Cubist Systematic Strategies
Connecticut
$10.1M -$2.04M -5,964 -17%
BNP Paribas Financial Markets
135
BNP Paribas Financial Markets
France
$9.89M +$2.29M +6,706 +30%
SIA
136
Sit Investment Associates
Minnesota
$9.5M +$215K +630 +2%
DZ Bank
137
DZ Bank
Germany
$9.2M +$1.85M +5,419 +25%
Ensign Peak Advisors
138
Ensign Peak Advisors
Utah
$9.04M +$3.29M +9,620 +57%
CS
139
Candriam SCA
Luxembourg
$8.78M -$3.97M -11,612 -31%
LIA
140
LS Investment Advisors
Michigan
$8.74M +$17.1K +50 +0.2%
AAF
141
Andra AP-fonden
Sweden
$8.72M -$684K -2,000 -7%
BCMO
142
Buckingham Capital Management (Ohio)
Ohio
$8.7M -$661K -1,935 -7%
WorldQuant Millennium Advisors
143
WorldQuant Millennium Advisors
New York
$8.49M +$8.49M +24,829 New
State of New Jersey Common Pension Fund D
144
State of New Jersey Common Pension Fund D
New Jersey
$8.24M +$686K +2,006 +9%
Chevy Chase Trust
145
Chevy Chase Trust
Maryland
$8.17M +$388K +1,136 +5%
Nisa Investment Advisors
146
Nisa Investment Advisors
Missouri
$8.09M -$404K -1,182 -5%
BGIM
147
Brandywine Global Investment Management
Pennsylvania
$8.08M -$551K -1,613 -6%
Cerity Partners
148
Cerity Partners
New York
$7.81M +$49.6K +145 +0.6%
Axa
149
Axa
France
$7.72M +$562K +1,645 +8%
ERSOT
150
Employees Retirement System of Texas
Texas
$7.68M +$700K +2,048 +10%
4 5
6
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