EG icon

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
+$83.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$55.9M
4
ClearBridge Investments
ClearBridge Investments
New York
+$55.8M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$52.9M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$157M
2
First Trust Advisors
First Trust Advisors
Illinois
-$88M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$85.4M
4
Man Group
Man Group
United Kingdom
-$64.5M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$55.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGI
201
Summit Global Investments
Utah
$4.2M +$722K +1,944 +21%
ECM
202
ExodusPoint Capital Management
New York
$4.15M +$3.82M +10,292 +1,191%
Nomura Asset Management
203
Nomura Asset Management
Japan
$4.13M -$849K -2,284 -17%
DnB Asset Management
204
DnB Asset Management
Norway
$4.12M +$219K +590 +6%
OPERF
205
Oregon Public Employees Retirement Fund
Oregon
$4.11M -$1.19M -3,197 -22%
MIM
206
MetLife Investment Management
New Jersey
$4.08M -$53.1K -143 -1%
TCM
207
Twin Capital Management
Pennsylvania
$3.86M -$266K -717 -6%
FC
208
FCA Corp
Texas
$3.85M +$97.7K +263 +3%
Federated Hermes
209
Federated Hermes
Pennsylvania
$3.78M +$17.8K +48 +0.5%
LPL Financial
210
LPL Financial
California
$3.78M +$1.31M +3,521 +53%
AM
211
AGF Management
Ontario, Canada
$3.74M -$275K -739 -7%
Public Sector Pension Investment Board (PSP Investments)
212
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.7M +$204K +549 +6%
Retirement Systems of Alabama
213
Retirement Systems of Alabama
Alabama
$3.65M +$26.4K +71 +0.7%
IMCOOI
214
Investment Management Corp of Ontario (IMCO)
Canada
$3.54M +$2.8M +7,535 +378%
CAPTRUST Financial Advisors
215
CAPTRUST Financial Advisors
North Carolina
$3.39M -$1.49K -4 -0%
TPSF
216
Texas Permanent School Fund
Texas
$3.33M -$92.5K -249 -3%
Macquarie Group
217
Macquarie Group
Australia
$3.29M +$254K +683 +8%
AP
218
Americana Partners
Texas
$3.27M +$1.29M +3,438 +65%
NIP
219
Nicholas Investment Partners
California
$3.26M +$99.6K +268 +3%
COPPSERS
220
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.24M +$464K +1,249 +17%
DTL
221
Dynamic Technology Lab
Singapore
$3.23M +$1.01M +2,708 +45%
Skandinaviska Enskilda Banken (SEB)
222
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.19M +$164K +442 +5%
Connor, Clark & Lunn Investment Management (CC&L)
223
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.15M -$3.31M -8,896 -51%
UIM
224
USS Investment Management
United Kingdom
$3.13M +$539K +1,450 +21%
JIC
225
Johnson Investment Counsel
Ohio
$3.12M -$31.6K -85 -1%
7 8
9
10 11