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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 %
Aberdeen Group
176
Aberdeen Group
United Kingdom
$5.63M +$1.73M +4,649 +44%
LG
177
Leuthold Group
Minnesota
$5.49M +$4.67M +12,578 +572%
DekaBank Deutsche Girozentrale
178
DekaBank Deutsche Girozentrale
Germany
$5.42M +$173K +458 +3%
Rafferty Asset Management
179
Rafferty Asset Management
New York
$5.41M +$297K +800 +6%
PP
180
Prudential plc
United Kingdom
$5.39M +$78.8K +212 +1%
Mackenzie Financial
181
Mackenzie Financial
Ontario, Canada
$5.34M -$475K -1,277 -8%
NVIM
182
New Vernon Investment Management
Illinois
$5.21M – – –
PI
183
PGGM Investments
Netherlands
$5.09M – – –
HF
184
HRT Financial
New York
$5.08M +$2.96M +7,967 +140%
AAIS
185
ABN AMRO Investment Solutions
$4.91M +$537K +1,445 +12%
FAF
186
Fjarde Ap-fonden
Sweden
$4.86M -$112K -300 -2%
CSPAM
187
Cary Street Partners Asset Management
Virginia
$4.83M -$86.6K -233 -2%
ProShare Advisors
188
ProShare Advisors
Maryland
$4.78M +$1.19M +3,197 +33%
FM
189
Foster & Motley
Ohio
$4.78M +$112K +300 +2%
SAM
190
Shell Asset Management
Netherlands
$4.78M -$58.4K -157 -1%
SOMRS
191
State of Michigan Retirement System
Michigan
$4.76M -$37.2K -100 -0.8%
WHG
192
Westwood Holdings Group
Texas
$4.71M +$23.8K +64 +0.5%
SGA
193
Strategic Global Advisors
California
$4.69M -$229K -617 -5%
MFS
194
Mirabella Financial Services
United Kingdom
$4.53M +$3.71M +9,991 +452%
Credit Agricole
195
Credit Agricole
France
$4.53M +$705K +1,898 +18%
MOACM
196
Mutual of America Capital Management
New York
$4.5M -$23.8K -64 -0.5%
OIA
197
OneDigital Investment Advisors
Kansas
$4.36M +$2.97K +8 +0.1%
AIG
198
American International Group
New York
$4.35M -$34.6K -93 -0.8%
ASRS
199
Arizona State Retirement System
Arizona
$4.35M -$2.23K -6 -0.1%
GGHC
200
Gilder Gagnon Howe & Co
New York
$4.31M -$1.44M -3,863 -25%
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