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Everest Group
EG

Overview Fund Activity

667 hedge funds and large institutions have $14.2B invested in Everest Group in 2025 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 230 increasing their positions, 253 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
667
Holders Change
-18
Holders Change %
-2.63%
% of All Funds
9.06%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
83
Increased
230
Reduced
253
Closed
89
Calls
$107M
Puts
$109M
Net Calls
-$1.66M
Net Calls Change
-$18.9M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$320M
2
First Trust Advisors
First Trust Advisors
Illinois
+$159M
3
VVP
Vulcan Value Partners
Alabama
+$127M
4
UBS Group
UBS Group
Switzerland
+$50M
5
PL
Perpetual Ltd
Australia
+$37.9M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
-$171M
2
Millennium Management
Millennium Management
New York
-$101M
3
Franklin Resources
Franklin Resources
California
-$57.7M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$55.4M
5
BNP Paribas Asset Management
BNP Paribas Asset Management
France
-$53.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAC
251
OMERS Administration Corp
Ontario, Canada
$2.33M +$363K +998 +18%
ACM
252
Alamar Capital Management
California
$2.3M -$79.2K -218 -3%
Teacher Retirement System of Texas
253
Teacher Retirement System of Texas
Texas
$2.28M +$2.28M +6,286 New
NYLIM
254
New York Life Investment Management
New York
$2.26M -$12K -33 -0.5%
ACM
255
Aster Capital Management
United Arab Emirates
$2.24M +$2.24M +6,336 New
SO
256
STRS Ohio
Ohio
$2.23M -$279K -769 -11%
Daiwa Securities Group
257
Daiwa Securities Group
Japan
$2.23M +$158K +435 +8%
UM
258
UniSuper Management
Australia
$2.2M – – –
SG Americas Securities
259
SG Americas Securities
New York
$2.12M +$1.19M +3,272 +127%
Walleye Capital
260
Walleye Capital
New York
$2.09M +$1.89M +5,201 +965%
SIA
261
Strategic Investment Advisors
Michigan
$2.08M -$14.5K -40 -0.7%
PP
262
Prudential plc
United Kingdom
$2.01M -$1.25M -3,443 -38%
YCM
263
Yousif Capital Management
Michigan
$1.96M -$26.2K -72 -1%
NAM
264
Nissay Asset Management
Japan
$1.94M +$7.27K +20 +0.4%
CWM
265
CIBC World Markets
New York
$1.88M -$579K -1,594 -24%
Prudential Financial
266
Prudential Financial
New Jersey
$1.87M +$12.4K +34 +0.7%
TCOT
267
Trust Company of Toledo
Ohio
$1.87M – – –
PNC Financial Services Group
268
PNC Financial Services Group
Pennsylvania
$1.84M +$14.2K +39 +0.8%
HA
269
Harbor Advisors
Florida
$1.82M – – –
RC
270
RBF Capital
California
$1.82M – – –
MOACM
271
Mutual of America Capital Management
New York
$1.81M -$54.5K -150 -3%
LIP
272
Lighthouse Investment Partners
Florida
$1.81M -$9.46M -26,027 -84%
VPIM
273
Vanguard Personalized Indexing Management
California
$1.78M -$103K -284 -5%
EI
274
Ethic Inc
New York
$1.77M -$105K -286 -6%
TPSF
275
Texas Permanent School Fund
Texas
$1.72M +$1.72M +4,781 New
9 10
11
12 13