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Everest Group
EG

Overview Fund Activity

661 hedge funds and large institutions have $14.4B invested in Everest Group in 2023 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 255 increasing their positions, 197 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+79
Holders Change %
+13.57%
% of All Funds
9.69%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.21%
New
122
Increased
255
Reduced
197
Closed
38
Calls
$26.6M
Puts
$76.1M
Net Calls
-$49.5M
Net Calls Change
-$19.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$458M
2
BlackRock
BlackRock
New York
$1.35B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$751M
4
AssetMark Inc
AssetMark Inc
California
$106M
5
AQR Capital Management
AQR Capital Management
Connecticut
$264M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$40.9M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$164M
3
Boston Partners
Boston Partners
Massachusetts
$328M
4
Franklin Resources
Franklin Resources
California
$373M
5
ECU
Egerton Capital (UK)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SGI
176
Summit Global Investments
Utah
$7.25M +$3.25M +9,194 +81%
BA
177
Bridgewater Associates
Connecticut
$7.2M +$575K +1,627 +9%
Corient Private Wealth
178
Corient Private Wealth
Florida
$7.14M +$515K +1,456 +8%
MSV
179
MN Services Vermogensbeheer
Netherlands
$6.97M -$248K -700 -3%
PP
180
Prudential plc
United Kingdom
$6.96M +$1.84M +5,191 +36%
VIM
181
Vinva Investment Management
Australia
$6.9M +$598K +1,695 +9%
LG
182
Leuthold Group
Minnesota
$6.67M +$1.45M +4,094 +28%
Royal London Asset Management
183
Royal London Asset Management
United Kingdom
$6.38M +$94.8K +268 +2%
Nomura Holdings
184
Nomura Holdings
Japan
$6.21M +$6.21M +17,566 New
NVIM
185
New Vernon Investment Management
Illinois
$6.19M +$1.24M +3,503 +25%
FAF
186
Fjarde Ap-fonden
Sweden
$6.18M +$1.56M +4,400 +34%
DPAM
187
Degroof Petercam Asset Management
Belgium
$6.14M +$6.14M +17,376 New
Asset Management One
188
Asset Management One
Japan
$5.98M +$74.8K +212 +1%
TI
189
Trexquant Investment
Connecticut
$5.94M -$13.6M -38,514 -70%
LPL Financial
190
LPL Financial
California
$5.85M +$2.26M +6,389 +63%
SOADOR
191
State of Alaska Department of Revenue
Alaska
$5.82M -$189K -535 -3%
MYIA
192
Mount Yale Investment Advisors
Colorado
$5.7M +$5.7M +16,110 New
EGM
193
Engineers Gate Manager
New York
$5.67M +$3.81M +10,772 +205%
AB
194
Amalgamated Bank
New York
$5.64M -$456K -1,290 -7%
CHAM
195
Clear Harbor Asset Management
Connecticut
$5.61M -$264K -748 -5%
Rafferty Asset Management
196
Rafferty Asset Management
New York
$5.44M +$290K +820 +6%
Nisa Investment Advisors
197
Nisa Investment Advisors
Missouri
$5.4M -$831K -2,351 -13%
DTL
198
Dynamic Technology Lab
Singapore
$5.3M +$2.23M +6,318 +73%
MOACM
199
Mutual of America Capital Management
New York
$5.29M +$1M +2,836 +23%
DFG
200
Dupree Financial Group
Kentucky
$4.85M +$4.85M +13,713 New
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