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Everest Group
EG

Overview Fund Activity

685 hedge funds and large institutions have $14.6B invested in Everest Group in 2024 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 259 increasing their positions, 241 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
685
Holders Change
+20
Holders Change %
+3.01%
% of All Funds
9.12%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
97
Increased
259
Reduced
241
Closed
65
Calls
$141M
Puts
$124M
Net Calls
+$17.2M
Net Calls Change
+$69.9M

Top Buyers

1
VVP
Vulcan Value Partners
Alabama
+$261M
2
SCM
Sterling Capital Management
North Carolina
+$100M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$68.9M
4
DSC
Donald Smith & Co
New York
+$56.3M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$55.4M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$253M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$207M
3
First Trust Advisors
First Trust Advisors
Illinois
-$104M
4
ClearBridge Investments
ClearBridge Investments
New York
-$89.3M
5
BlackRock
BlackRock
New York
-$85.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIP
251
Vista Investment Partners
Oklahoma
$2.89M +$60.2K +166 +2%
US Bancorp
252
US Bancorp
Minnesota
$2.87M -$8.34K -23 -0.3%
APF
253
Alaska Permanent Fund
Alaska
$2.84M – – –
CFLC
254
California First Leasing Corp
California
$2.81M – – –
VCM
255
Voleon Capital Management
California
$2.75M +$2.75M +7,585 New
Northwestern Mutual Wealth Management
256
Northwestern Mutual Wealth Management
Wisconsin
$2.72M +$2.25M +6,208 +480%
X
257
Xponance
Pennsylvania
$2.58M +$78.3K +216 +3%
URS
258
Utah Retirement Systems
Utah
$2.58M – – –
EP
259
Edgestream Partners
New Jersey
$2.58M +$1.9M +5,240 +280%
Osaic Holdings
260
Osaic Holdings
Arizona
$2.53M -$1.15M -3,168 -31%
SO
261
STRS Ohio
Ohio
$2.51M +$2.51M +6,918 New
GHAM
262
Gilman Hill Asset Management
Connecticut
$2.5M -$36.2K -100 -1%
VF
263
Vest Financial
Virginia
$2.48M +$965K +2,662 +64%
SOADOR
264
State of Alaska Department of Revenue
Alaska
$2.46M -$882K -2,433 -26%
CWM
265
CIBC World Markets
New York
$2.46M -$602K -1,660 -20%
TAF
266
Tredje AP-fonden
Sweden
$2.45M – – –
AM
267
AGF Management
Ontario, Canada
$2.39M -$505K -1,392 -17%
CIBC Asset Management
268
CIBC Asset Management
Ontario, Canada
$2.38M +$93.9K +259 +4%
ACM
269
Alamar Capital Management
California
$2.38M -$51.5K -142 -2%
KCM
270
Kempner Capital Management
Texas
$2.35M – – –
Handelsbanken Fonder
271
Handelsbanken Fonder
Sweden
$2.31M +$1.44M +3,982 +167%
NYLIM
272
New York Life Investment Management
New York
$2.26M -$58.4K -161 -3%
ACA
273
Anchor Capital Advisors
Massachusetts
$2.25M +$56.2K +155 +3%
HW
274
Hancock Whitney
Mississippi
$2.22M -$13.2M -36,397 -86%
PVI
275
Pine Valley Investments
New Jersey
$2.21M -$153K -421 -6%
9 10
11
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