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Everest Group

585 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, 223 increasing their positions, 205 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

9% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 205

8.89% less ownership

Funds ownership: 101.61%92.72% (-8.9%)

38% less call options, than puts

Call options by funds: $49.2M | Put options by funds: $79.4M

Holders
585
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$49.2M
Puts
$79.4M
Net Calls
Net Calls Change

Top Buyers

1 +$98M
2 +$83.8M
3 +$55.9M
4
ClearBridge Investments
ClearBridge Investments
New York
+$55.8M
5
N
Nuveen
North Carolina
+$52.9M
Name Holding Trade Value Shares
Change
Change in
Stake
201
$4.31M
202
$4.2M
203
$4.15M
204
$4.13M
205
$4.12M
206
$4.11M
207
$4.08M
208
$3.86M
209
$3.85M
210
$3.78M
211
$3.78M
212
$3.74M
213
$3.7M
214
$3.65M
215
$3.54M
216
$3.39M
217
$3.33M
218
$3.29M
219
$3.27M
220
$3.26M
221
$3.24M
222
$3.23M
223
$3.19M
224
$3.15M
225
$3.13M