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Everest Group
EG

Overview Fund Activity

657 hedge funds and large institutions have $13.6B invested in Everest Group in 2025 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 258 increasing their positions, 231 reducing their positions, and 79 closing their positions.

Holders
657
Holders Change
-11
Holders Change %
-1.65%
% of All Funds
8.82%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
80
Increased
258
Reduced
231
Closed
79
Calls
$86.9M
Puts
$29.7M
Net Calls
+$57.2M
Net Calls Change
+$58.9M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$601M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$400M
3
AGA
3
Altrinsic Global Advisors
Connecticut
$319M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$68.4M
5
DSC
5
Donald Smith & Co
New York
$106M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$68.3M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$209M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$42.8M
4
BlackRock
4
BlackRock
New York
$1.19B
5
Invesco
5
Invesco
Georgia
$231M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.89B 5,559,668 -17,708 -0.3%
BlackRock
2
BlackRock
New York
$1.19B 3,489,088 -144,616 -4%
State Street
3
State Street
Massachusetts
$650M 1,911,666 -26,084 -1%
Norges Bank
4
Norges Bank
Norway
$601M 1,769,309 +1,769,309 New
Wellington Management Group
5
Wellington Management Group
Massachusetts
$495M 1,456,002 -104,752 -7%
VVP
6
Vulcan Value Partners
Alabama
$436M 1,244,987 -83,745 -6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$414M 1,211,474 +6,217 +0.5%
AQR Capital Management
8
AQR Capital Management
Connecticut
$400M 1,180,615 +467,656 +66%
Barrow, Hanley, Mewhinney & Strauss
9
Barrow, Hanley, Mewhinney & Strauss
Texas
$320M 941,674 +60,191 +7%
AGA
10
Altrinsic Global Advisors
Connecticut
$319M 937,296 +254,317 +37%
William Blair Investment Management
11
William Blair Investment Management
Illinois
$233M 685,769 -16,568 -2%
Invesco
12
Invesco
Georgia
$231M 680,227 -134,371 -16%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$212M 622,608 +69,636 +13%
First Trust Advisors
14
First Trust Advisors
Illinois
$209M 615,370 -276,620 -31%
Boston Partners
15
Boston Partners
Massachusetts
$192M 565,703 -131,062 -19%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$158M 464,602 -82,057 -15%
AssetMark Inc
17
AssetMark Inc
California
$152M 446,569 +39,346 +10%
Morgan Stanley
18
Morgan Stanley
New York
$151M 444,327 -21,701 -5%
PCH
19
Polar Capital Holdings
United Kingdom
$140M 410,500 +15,500 +4%
Northern Trust
20
Northern Trust
Illinois
$139M 410,474 -27,762 -6%
LSV Asset Management
21
LSV Asset Management
Illinois
$136M 400,167 -17,548 -4%
Charles Schwab
22
Charles Schwab
California
$133M 390,449 +4,460 +1%
CIP
23
Champlain Investment Partners
Vermont
$126M 371,810 -18,825 -5%
UBS AM
24
UBS AM
Illinois
$120M 353,688 -4,480 -1%
Balyasny Asset Management
25
Balyasny Asset Management
Illinois
$114M 336,692 +91,799 +37%
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