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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 %
OAM
276
Ostrum Asset Management
France
$2.2M -$89.9K -248 -4%
UM
277
UniSuper Management
Australia
$2.2M +$500K +1,379 +29%
NVIM
278
New Vernon Investment Management
Illinois
$2.14M +$1.19M +11,093 +127%
Pacer Advisors
279
Pacer Advisors
Pennsylvania
$2.13M +$724K +1,997 +51%
SIA
280
Strategic Investment Advisors
Michigan
$2.09M -$120K -331 -5%
Daiwa Securities Group
281
Daiwa Securities Group
Japan
$2.07M +$113K +312 +6%
YCM
282
Yousif Capital Management
Michigan
$1.98M -$30.4K -84 -2%
OAC
283
OMERS Administration Corp
Ontario, Canada
$1.96M -$541K -1,493 -22%
CS
284
Candriam SCA
Luxembourg
$1.94M +$575K +1,586 +42%
DT
285
Diversified Trust
Tennessee
$1.93M -$36.6K -101 -2%
NAM
286
Nissay Asset Management
Japan
$1.91M +$13K +36 +0.7%
MLM
287
Mount Lucas Management
Pennsylvania
$1.9M -$164K -452 -8%
VPIM
288
Vanguard Personalized Indexing Management
California
$1.87M +$282K +778 +18%
TCOT
289
Trust Company of Toledo
Ohio
$1.87M -$36.2K -100 -2%
MOACM
290
Mutual of America Capital Management
New York
$1.86M -$5.37M -14,821 -74%
SEIA
291
Signature Estate & Investment Advisors
California
$1.86M +$83.7K +231 +5%
QP
292
Quartz Partners
New York
$1.86M +$200K +551 +12%
EI
293
Ethic Inc
New York
$1.86M +$483K +1,334 +35%
Prudential Financial
294
Prudential Financial
New Jersey
$1.86M -$1.19M -3,291 -39%
FM
295
Foster & Motley
Ohio
$1.84M -$1.39M -3,840 -43%
PNC Financial Services Group
296
PNC Financial Services Group
Pennsylvania
$1.82M -$99K -273 -5%
ET
297
Entropy Technologies
New York
$1.82M +$836K +2,307 +85%
Janus Henderson Group
298
Janus Henderson Group
United Kingdom
$1.81M -$218K -602 -11%
HA
299
Harbor Advisors
Florida
$1.81M – – –
RC
300
RBF Capital
California
$1.81M – – –
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