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Everest Group
EG

Overview Fund Activity

576 hedge funds and large institutions have $13B invested in Everest Group in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 197 increasing their positions, 209 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
+23
Holders Change %
+4.16%
% of All Funds
9.22%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
72
Increased
197
Reduced
209
Closed
39
Calls
$26M
Puts
$22.5M
Net Calls
+$3.51M
Net Calls Change
+$26M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$148M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$50.1M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$38.1M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$35.6M
5
CRM
Cramer Rosenthal McGlynn
Connecticut
+$34.9M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$169M
2
Man Group
Man Group
United Kingdom
-$87.6M
3
NI
Nuance Investments
Missouri
-$64M
4
MHI
Miller Howard Investments
New York
-$43.1M
5
Franklin Resources
Franklin Resources
California
-$42.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAIS
176
ABN AMRO Investment Solutions
$5.14M +$5.14M +14,345 New
SGA
177
Strategic Global Advisors
California
$5.1M -$456K -1,274 -8%
NVIM
178
New Vernon Investment Management
Illinois
$5.02M -$1.25M -3,503 -20%
Jane Street
179
Jane Street
New York
$4.92M -$289K -807 -6%
PI
180
PGGM Investments
Netherlands
$4.9M -$466K -1,301 -9%
AB
181
Amalgamated Bank
New York
$4.83M -$2.25M -6,286 -32%
CSPAM
182
Cary Street Partners Asset Management
Virginia
$4.76M -$1.3M -3,638 -21%
Rafferty Asset Management
183
Rafferty Asset Management
New York
$4.72M -$683K -1,907 -13%
KCM
184
Kempner Capital Management
Texas
$4.65M – – –
FAF
185
Fjarde Ap-fonden
Sweden
$4.65M +$662K +1,850 +17%
SAM
186
Shell Asset Management
Netherlands
$4.62M -$311K -868 -6%
WHG
187
Westwood Holdings Group
Texas
$4.57M -$382K -1,066 -8%
Wells Fargo
188
Wells Fargo
California
$4.5M +$1.34M +3,729 +42%
Aberdeen Group
189
Aberdeen Group
United Kingdom
$4.38M +$630K +1,759 +17%
AM
190
AGF Management
Ontario, Canada
$4.28M -$1.13M -3,149 -21%
SOMRS
191
State of Michigan Retirement System
Michigan
$4.23M +$35.8K +100 +0.9%
OIA
192
OneDigital Investment Advisors
Kansas
$4.21M +$11.1K +31 +0.3%
Retirement Systems of Alabama
193
Retirement Systems of Alabama
Alabama
$4.14M -$348K -971 -8%
TCM
194
Twin Capital Management
Pennsylvania
$4.14M -$713K -1,992 -15%
ASRS
195
Arizona State Retirement System
Arizona
$4.08M +$82.7K +231 +2%
MOACM
196
Mutual of America Capital Management
New York
$4.03M -$20.4K -57 -0.5%
X
197
Xponance
Pennsylvania
$3.84M +$810K +2,263 +27%
AIG
198
American International Group
New York
$3.84M +$12.9K +36 +0.3%
MIM
199
MetLife Investment Management
New Jersey
$3.79M -$43K -120 -1%
DekaBank Deutsche Girozentrale
200
DekaBank Deutsche Girozentrale
Germany
$3.78M -$943K -2,679 -20%
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