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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.61B 4,857,673 -48,872 -1%
BlackRock
2
BlackRock
New York
$960M 2,899,372 +88,220 +3%
Boston Partners
3
Boston Partners
Massachusetts
$695M 2,096,090 -491,433 -19%
State Street
4
State Street
Massachusetts
$620M 1,871,893 -11,649 -0.6%
Victory Capital Management
5
Victory Capital Management
Texas
$425M 1,283,272 +95,013 +8%
Franklin Resources
6
Franklin Resources
California
$382M 1,154,495 -586,459 -34%
CIP
7
Champlain Investment Partners
Vermont
$364M 1,098,070 -140,790 -11%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$340M 1,026,137 -37,177 -3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$270M 816,922 +8,060 +1%
AGA
10
Altrinsic Global Advisors
Connecticut
$241M 728,660 -117,856 -14%
Nuveen Asset Management
11
Nuveen Asset Management
Illinois
$239M 721,894 +70,446 +11%
LSV Asset Management
12
LSV Asset Management
Illinois
$229M 691,407 -96,111 -12%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$201M 605,748 +303,259 +100%
Los Angeles Capital Management
14
Los Angeles Capital Management
California
$196M 592,757 -15,978 -3%
BCPEMI
15
Bain Capital Public Equity Management II
Massachusetts
$164M 496,416 -46,732 -9%
AllianceBernstein
16
AllianceBernstein
Tennessee
$152M 459,243 +243,934 +113%
ECU
17
Egerton Capital (UK)
United Kingdom
$149M 449,301 +449,301 New
Invesco
18
Invesco
Georgia
$148M 447,074 -246,589 -36%
Morgan Stanley
19
Morgan Stanley
New York
$143M 431,004 +18,890 +5%
Norges Bank
20
Norges Bank
Norway
$137M 414,214 +18,554 +5%
Northern Trust
21
Northern Trust
Illinois
$132M 397,983 -5,322 -1%
AQR Capital Management
22
AQR Capital Management
Connecticut
$132M 397,953 -121,042 -23%
Balyasny Asset Management
23
Balyasny Asset Management
Illinois
$113M 340,488 +155,001 +84%
Charles Schwab
24
Charles Schwab
California
$104M 314,280 +7,099 +2%
Legal & General Group
25
Legal & General Group
United Kingdom
$103M 310,811 -11,450 -4%
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