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Everest Group
EG

Overview Fund Activity

661 hedge funds and large institutions have $14.4B invested in Everest Group in 2023 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 255 increasing their positions, 197 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+79
Holders Change %
+13.57%
% of All Funds
9.69%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.21%
New
122
Increased
255
Reduced
197
Closed
38
Calls
$26.6M
Puts
$76.1M
Net Calls
-$49.5M
Net Calls Change
-$19.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$458M
2
BlackRock
BlackRock
New York
$1.35B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$751M
4
AssetMark Inc
AssetMark Inc
California
$106M
5
AQR Capital Management
AQR Capital Management
Connecticut
$264M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$40.9M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$164M
3
Boston Partners
Boston Partners
Massachusetts
$328M
4
Franklin Resources
Franklin Resources
California
$373M
5
ECU
Egerton Capital (UK)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
126
Prospector Partners
Connecticut
$13.6M +$46K +130 +0.3%
New York State Common Retirement Fund
127
New York State Common Retirement Fund
New York
$13.3M -$3.89M -10,992 -23%
Bank of Nova Scotia
128
Bank of Nova Scotia
Ontario, Canada
$13.1M +$11.3M +31,881 +606%
Envestnet Asset Management
129
Envestnet Asset Management
Illinois
$12.8M +$6.1M +17,241 +91%
Osaic Holdings
130
Osaic Holdings
Arizona
$12.8M +$11.6M +32,748 +954%
QCM
131
QRG Capital Management
Illinois
$12.7M +$259K +733 +2%
LI
132
LMCG Investments
Massachusetts
$12.4M -$156K -441 -1%
HW
133
Hancock Whitney
Mississippi
$12.2M -$117K -330 -1%
State of Wisconsin Investment Board
134
State of Wisconsin Investment Board
Wisconsin
$12.1M -$1.18M -3,326 -9%
NEI
135
Northwest & Ethical Investments
Ontario, Canada
$11.9M +$1.03M +2,912 +9%
RJA
136
Raymond James & Associates
Florida
$11.8M +$3.32M +9,383 +39%
Mercer Global Advisors
137
Mercer Global Advisors
Colorado
$11.8M +$164K +463 +1%
GT
138
Glenmede Trust
Pennsylvania
$11.4M -$230K -650 -2%
Susquehanna International Group
139
Susquehanna International Group
Pennsylvania
$11.3M +$434K +1,227 +4%
FCM
140
Frontier Capital Management
Massachusetts
$11.1M +$3.89K +11 +0%
DekaBank Deutsche Girozentrale
141
DekaBank Deutsche Girozentrale
Germany
$10.9M +$5.92M +17,053 +119%
NI
142
NFC Investments
Tennessee
$10.8M +$10.8M +30,543 New
Swedbank
143
Swedbank
Sweden
$10.8M +$8.47M +23,964 +366%
Ensign Peak Advisors
144
Ensign Peak Advisors
Utah
$10.7M +$243K +687 +2%
PHK
145
Point72 Hong Kong
Hong Kong
$10.6M +$10.6M +29,997 New
TAIM
146
Te Ahumairangi Investment Management
New Zealand
$10.2M -$667K -1,887 -6%
Treasurer of the State of North Carolina
147
Treasurer of the State of North Carolina
North Carolina
$10.1M -$117K -331 -1%
SAM
148
Synergy Asset Management
Washington
$9.91M +$9.91M +28,038 New
Two Sigma Advisers
149
Two Sigma Advisers
New York
$9.86M -$9.72M -27,500 -50%
BCPE
150
Bain Capital Public Equity
Massachusetts
$9.56M -$803K -2,272 -8%
4 5
6
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