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Everest Group
EG

Overview Fund Activity

634 hedge funds and large institutions have $16.1B invested in Everest Group in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 216 increasing their positions, 265 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
-27
Holders Change %
-4.08%
% of All Funds
9.19%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
70
Increased
216
Reduced
265
Closed
92
Calls
$41.1M
Puts
$65.4M
Net Calls
-$24.3M
Net Calls Change
+$25.1M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.59B
2
Boston Partners
2
Boston Partners
Massachusetts
$476M
3
KBC Group
3
KBC Group
Belgium
$124M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$403M
5
Franklin Resources
5
Franklin Resources
California
$510M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$223M
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$0
3
BCPEMI
3
Bain Capital Public Equity Management II
Massachusetts
$57.7M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$9.76M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAF
251
Tredje AP-fonden
Sweden
$2.72M – – –
Public Sector Pension Investment Board (PSP Investments)
252
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.72M +$28.2K +71 +1%
OAM
253
Ostrum Asset Management
France
$2.68M +$822K +2,069 +44%
IMCOOI
254
Investment Management Corp of Ontario (IMCO)
Canada
$2.66M -$1.03M -2,583 -28%
GHAM
255
Gilman Hill Asset Management
Connecticut
$2.6M +$5.96K +15 +0.2%
KCM
256
Kempner Capital Management
Texas
$2.58M – – –
CW
257
Channel Wealth
California
$2.56M +$2.56M +6,432 New
NYLIM
258
New York Life Investment Management
New York
$2.55M -$91K -229 -3%
Bank of Nova Scotia
259
Bank of Nova Scotia
Ontario, Canada
$2.54M -$12.2M -30,759 -83%
OC
260
Oppenheimer & Co
New York
$2.53M +$753K +1,894 +42%
RSWM
261
Robertson Stephens Wealth Management
California
$2.43M -$79.1K -199 -3%
BFWM
262
Bright Futures Wealth Management
New York
$2.4M +$2.4M +6,297 New
ACA
263
Anchor Capital Advisors
Massachusetts
$2.36M -$177K -445 -7%
YCM
264
Yousif Capital Management
Michigan
$2.34M -$81.9K -206 -3%
Korea Investment Corp
265
Korea Investment Corp
South Korea
$2.34M – – –
CIBC Asset Management
266
CIBC Asset Management
Ontario, Canada
$2.3M +$70.8K +178 +3%
Janus Henderson Group
267
Janus Henderson Group
United Kingdom
$2.3M +$795 +2 +0%
1832 Asset Management
268
1832 Asset Management
Ontario, Canada
$2.29M +$76.7K +193 +3%
DC
269
Davenport & Co
Virginia
$2.29M +$2.29M +5,788 New
IG
270
ING Group
Netherlands
$2.18M -$7.6M -19,112 -78%
SO
271
STRS Ohio
Ohio
$2.15M -$24.8M -62,407 -92%
ECM
272
ExodusPoint Capital Management
New York
$2.09M +$2.09M +5,263 New
TCOT
273
Trust Company of Toledo
Ohio
$2.09M -$72.7K -183 -3%
Citadel Advisors
274
Citadel Advisors
Florida
$2.07M -$37.8M -95,193 -95%
BCIM
275
British Columbia Investment Management
British Columbia, Canada
$2.06M +$73.1K +184 +4%
9 10
11
12 13