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Everest Group
EG

Overview Fund Activity

426 hedge funds and large institutions have $7.52B invested in Everest Group in 2020 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 149 increasing their positions, 157 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
-15
Holders Change %
-3.4%
% of All Funds
9.41%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
66
Increased
149
Reduced
157
Closed
75
Calls
$11.8M
Puts
$18.3M
Net Calls
-$6.54M
Net Calls Change
-$66M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$270M
2
Capital International Investors
Capital International Investors
California
+$83.1M
3
Boston Partners
Boston Partners
Massachusetts
+$63.7M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$33.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$19.7M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$156M
2
VVP
Vulcan Value Partners
Alabama
-$99.5M
3
SOMRS
State of Michigan Retirement System
Michigan
-$36.1M
4
Pzena Investment Management
Pzena Investment Management
New York
-$32.4M
5
ZDA
Zweig-DiMenna Associates
New York
-$32M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
251
ETrade Capital Management
Virginia
$759K +$123K +642 +19%
OPERF
252
Oregon Public Employees Retirement Fund
Oregon
$735K -$14.6K -76 -2%
NAM
253
Nissay Asset Management
Japan
$727K +$21.4K +111 +3%
SF
254
Synovus Financial
Georgia
$727K +$54.4K +282 +8%
PI
255
PEAK6 Investments
Illinois
$725K +$694K +3,605 +2,212%
LMAM
256
Legg Mason Asset Management
Japan
$715K – – –
SG Americas Securities
257
SG Americas Securities
New York
$686K -$1.4M -7,258 -67%
TC
258
Toews Corporation
New Jersey
$673K +$673K +3,500 New
FMC
259
First Merchants Corp
Indiana
$663K -$14.4K -75 -2%
DT
260
Diversified Trust
Tennessee
$650K +$151K +782 +30%
TPCW
261
TD Private Client Wealth
New York
$647K +$141K +733 +28%
ONB
262
Old National Bancorp
Indiana
$634K +$264K +1,372 +71%
PP
263
Paloma Partners
Connecticut
$625K +$625K +3,249 New
GHAM
264
Gilman Hill Asset Management
Connecticut
$622K +$16.5K +86 +3%
Osaic Holdings
265
Osaic Holdings
Arizona
$617K +$617K +3,209 New
LPL Financial
266
LPL Financial
California
$592K +$245K +1,270 +70%
WBC
267
Westpac Banking Corp
Australia
$592K – – –
AIL
268
AGF Investments LLC
Ontario, Canada
$590K -$28.5K -148 -5%
WCM
269
Weld Capital Management
New York
$566K +$566K +2,943 New
OPPTF
270
OPSEU Pension Plan Trust Fund
Ontario, Canada
$566K +$566K +3,086 New
ISL
271
Ingalls & Snyder LLC
New York
$551K +$32.7K +170 +6%
NIMC
272
NWQ Investment Management Company
California
$541K +$541K +2,814 New
SMDAM
273
Sumitomo Mitsui DS Asset Management
Japan
$538K -$10.8K -56 -2%
KRS
274
Kentucky Retirement Systems
Kentucky
$536K +$132K +687 +33%
CIP
275
Convergence Investment Partners
Florida
$532K +$532K +2,764 New
9 10
11
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