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Everest Group
587 hedge funds and large institutions have $15.1B invested in Everest Group in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 224 increasing their positions, 206 reducing their positions, and 61 closing their positions.
New
Increased
Maintained
Reduced
Closed
16% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 61
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
10% more capital invested
Capital invested by funds: $13.7B → $15.1B (+$1.41B)
1% more funds holding
Funds holding: 581 → 587 (+6)
9% more repeat investments, than reductions
Existing positions increased: 224 | Existing positions reduced: 206
8.89% less ownership
Funds ownership: 101.88% → 92.99% (-8.9%)
38% less call options, than puts
Call options by funds: $49.2M | Put options by funds: $79.4M
Holders
587
Holders Change
+6
Holders Change %
+1.03%
% of All Funds
9.32%
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
224
Reduced
206
Closed
61
Calls
$49.2M
Puts
$79.4M
Net Calls
-$30.1M
Net Calls Change
-$4.79M
Top Buyers
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
+$95.7M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$81.8M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$54.6M |
| 4 |
ClearBridge Investments
New York
|
+$54.5M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$51.7M |
Top Sellers
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$154M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$85.9M |
| 3 |
Viking Global Investors
Stamford,
Connecticut
|
-$83.4M |
| 4 |
Man Group
London,
United Kingdom
|
-$68.5M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
-$54.3M |
