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Everest Group
EG

Overview Fund Activity

582 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, 221 increasing their positions, 205 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
+6
Holders Change %
+1.04%
% of All Funds
9.28%
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
221
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
William Blair Investment Management
Illinois
$98M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$124M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$199M
4
ClearBridge Investments
ClearBridge Investments
New York
$106M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$336M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$275M
2
First Trust Advisors
First Trust Advisors
Illinois
$6.33M
3
Viking Global Investors
Viking Global Investors
Connecticut
$300M
4
Man Group
Man Group
United Kingdom
$83.6M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$75.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IMRF
151
Illinois Municipal Retirement Fund
Illinois
$8.37M +$3.43M +9,240 +70%
ERSOT
152
Employees Retirement System of Texas
Texas
$8.34M – – –
Pictet Asset Management
153
Pictet Asset Management
Switzerland
$8.28M +$8.28M +22,265 New
BF
154
BOK Financial
Oklahoma
$8.25M +$439K +1,109 +6%
Aviva
155
Aviva
United Kingdom
$8.22M +$2.65M +7,121 +47%
MSV
156
MN Services Vermogensbeheer
Netherlands
$7.58M – – –
DCM
157
Driehaus Capital Management
Illinois
$7.25M +$7.25M +19,503 New
Verition Fund Management
158
Verition Fund Management
Connecticut
$7.06M +$6.02M +16,184 +578%
Envestnet Asset Management
159
Envestnet Asset Management
Illinois
$7.05M -$9.37M -25,224 -57%
Walleye Capital
160
Walleye Capital
New York
$7.02M +$7.02M +18,893 New
BA
161
Bridgewater Associates
Connecticut
$6.97M +$1.33M +3,580 +24%
Corient Private Wealth
162
Corient Private Wealth
Florida
$6.96M -$140K -378 -2%
Wells Fargo
163
Wells Fargo
California
$6.83M +$2.31M +6,223 +51%
Fuller & Thaler Asset Management
164
Fuller & Thaler Asset Management
California
$6.83M +$490K +1,319 +8%
VIM
165
Vinva Investment Management
Australia
$6.82M -$51.5K -135 -0.7%
Teacher Retirement System of Texas
166
Teacher Retirement System of Texas
Texas
$6.73M -$944K -2,541 -12%
Royal London Asset Management
167
Royal London Asset Management
United Kingdom
$6.61M +$230K +620 +4%
Nisa Investment Advisors
168
Nisa Investment Advisors
Missouri
$6.55M -$2.24M -6,023 -25%
AB
169
Amalgamated Bank
New York
$6.41M +$1.53M +4,125 +31%
First Trust Advisors
170
First Trust Advisors
Illinois
$6.33M -$88M -236,695 -93%
SOADOR
171
State of Alaska Department of Revenue
Alaska
$6.32M -$40.9K -110 -0.6%
Asset Management One
172
Asset Management One
Japan
$6.22M -$74.3K -200 -1%
CHAM
173
Clear Harbor Asset Management
Connecticut
$6.18M +$2.97K +8 +0%
CSPIA
174
Cary Street Partners Investment Advisory
Virginia
$6.01M +$4.82M +12,959 +405%
Prudential Financial
175
Prudential Financial
New Jersey
$5.71M -$3.72K -10 -0.1%
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