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Everest Group

583 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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

8% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 205

8.91% less ownership

Funds ownership: 101.61%92.69% (-8.9%)

38% less call options, than puts

Call options by funds: $49.2M | Put options by funds: $79.4M

Holders
583
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$49.2M
Puts
$79.4M
Net Calls
Net Calls Change

Top Buyers

1 +$98M
2 +$83.8M
3 +$55.9M
4
ClearBridge Investments
ClearBridge Investments
New York
+$55.8M
5
N
Nuveen
North Carolina
+$52.9M
Name Holding Trade Value Shares
Change
Change in
Stake
151
$8.37M
152
$8.34M
153
$8.28M
154
$8.25M
155
$8.22M
156
$7.58M
157
$7.25M
158
$7.06M
159
$7.05M
160
$7.02M
161
$6.97M
162
$6.96M
163
$6.83M
164
$6.83M
165
$6.82M
166
$6.73M
167
$6.61M
168
$6.55M
169
$6.41M
170
$6.33M
171
$6.32M
172
$6.22M
173
$6.18M
174
$6.01M
175
$5.71M