EG icon

Everest Group
EG

Overview Fund Activity

553 hedge funds and large institutions have $11.9B invested in Everest Group in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 154 increasing their positions, 219 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
553
Holders Change
+44
Holders Change %
+8.64%
% of All Funds
8.92%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
98
Increased
154
Reduced
219
Closed
45
Calls
$32.9M
Puts
$55.4M
Net Calls
-$22.5M
Net Calls Change
+$9.18M

Top Buyers

1
ECU
1
Egerton Capital (UK)
United Kingdom
$149M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$201M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$152M
4
EIP
4
Epoch Investment Partners
New York
$59.7M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$113M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$382M
2
Boston Partners
2
Boston Partners
Massachusetts
$695M
3
Invesco
3
Invesco
Georgia
$148M
4
CIP
4
Champlain Investment Partners
Vermont
$364M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
201
Wells Fargo
California
$2.93M -$728K -2,197 -20%
JIC
202
Johnson Investment Counsel
Ohio
$2.83M -$648K -1,957 -19%
X
203
Xponance
Pennsylvania
$2.81M -$1.68M -5,080 -37%
CAPTRUST Financial Advisors
204
CAPTRUST Financial Advisors
North Carolina
$2.79M +$76.2K +230 +3%
US Bancorp
205
US Bancorp
Minnesota
$2.77M -$66.3K -200 -2%
Macquarie Group
206
Macquarie Group
Australia
$2.76M -$853K -2,576 -24%
TAF
207
Tredje AP-fonden
Sweden
$2.64M +$61.3K +185 +2%
UH
208
Unigestion Holding
Switzerland
$2.62M +$2.62M +7,834 New
Walleye Trading
209
Walleye Trading
New York
$2.59M -$3.53M -10,650 -58%
VA
210
Verdad Advisers
Massachusetts
$2.48M – – –
RSWM
211
Robertson Stephens Wealth Management
California
$2.4M -$994 -3 -0%
SEIA
212
Signature Estate & Investment Advisors
California
$2.4M -$293K -884 -11%
ACA
213
Anchor Capital Advisors
Massachusetts
$2.32M -$38.8K -117 -2%
UIM
214
USS Investment Management
United Kingdom
$2.31M – – –
GIBU
215
Gulf International Bank (UK)
United Kingdom
$2.29M – – –
URS
216
Utah Retirement Systems
Utah
$2.28M -$21.9K -66 -0.9%
II
217
IFM Investors
Australia
$2.27M +$74.9K +226 +3%
ET
218
Equitable Trust
Tennessee
$2.24M +$8.28K +25 +0.4%
Skandinaviska Enskilda Banken (SEB)
219
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.2M +$367K +1,107 +20%
COPPSERS
220
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.19M +$284K +856 +15%
BCM
221
Bridgeway Capital Management
Texas
$2.17M – – –
RJFSA
222
Raymond James Financial Services Advisors
Florida
$2.15M +$2.15M +6,484 New
SAM
223
Sompo Asset Management
Japan
$2.14M -$981K -2,960 -31%
CIC
224
Chase Investment Counsel
Virginia
$2.14M +$20.9K +63 +1%
NYLIM
225
New York Life Investment Management
New York
$2.08M +$74.9K +226 +4%
7 8
9
10 11