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Everest Group
EG

Overview Fund Activity

623 hedge funds and large institutions have $15.3B invested in Everest Group in 2024 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 255 increasing their positions, 211 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
623
Holders Change
-11
Holders Change %
-1.74%
% 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
0.12%
New
63
Increased
255
Reduced
211
Closed
64
Calls
$32.8M
Puts
$47.8M
Net Calls
-$14.9M
Net Calls Change
+$9.39M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$112M
2
BlackRock
BlackRock
New York
+$94.8M
3
Invesco
Invesco
Georgia
+$93.8M
4
William Blair Investment Management
William Blair Investment Management
Illinois
+$51.3M
5
Man Group
Man Group
United Kingdom
+$40.2M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$75.3M
2
Los Angeles Capital Management
Los Angeles Capital Management
California
-$71.9M
3
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$57.7M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$54.7M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$38.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSU
301
Mizuho Securities USA
New York
$1.28M +$1.28M +3,360 New
MSRPS
302
Maryland State Retirement & Pension System
Maryland
$1.25M – – –
KRS
303
Kentucky Retirement Systems
Kentucky
$1.25M -$8K -21 -0.6%
FTDI
304
First Trust Direct Indexing
Massachusetts
$1.22M +$88.8K +233 +8%
AIM
305
Achmea Investment Management
Netherlands
$1.22M +$186K +487 +18%
SC
306
Savant Capital
Illinois
$1.22M -$692K -1,816 -36%
SIA
307
Strategic Investment Advisors
Michigan
$1.21M +$8.76K +23 +0.7%
IA
308
Icon Advisers
Colorado
$1.21M – – –
Handelsbanken Fonder
309
Handelsbanken Fonder
Sweden
$1.18M -$1.7M -4,458 -59%
VPIM
310
Vanguard Personalized Indexing Management
California
$1.11M +$323K +864 +41%
VF
311
Vest Financial
Virginia
$1.11M +$291K +764 +36%
PL
312
Polianta Ltd
Jersey
$1.1M – – –
WBC
313
Westpac Banking Corp
Australia
$1.1M -$704K -1,847 -39%
PL
314
Perpetual Ltd
Australia
$1.1M -$704K -1,847 -39%
Squarepoint
315
Squarepoint
New York
$1.09M -$22.1M -58,076 -95%
BCG
316
BayBridge Capital Group
California
$1.08M +$30.9K +81 +3%
WAM
317
WealthTrust Asset Management
Florida
$1.06M +$17.1K +45 +2%
FLPIM
318
F.L. Putnam Investment Management
Massachusetts
$1.06M +$1.06M +2,770 New
CAPTRUST Financial Advisors
319
CAPTRUST Financial Advisors
North Carolina
$1.02M -$2M -5,237 -66%
BP
320
BNP Paribas
France
$1.02M – – –
DIA
321
Dana Investment Advisors
Wisconsin
$1M -$38.1K -100 -4%
NAM
322
NorthCrest Asset Manangement
Minnesota
$994K -$3.05K -8 -0.3%
CTA
323
Chesley Taft & Associates
Illinois
$988K -$17.1K -45 -2%
OSAM
324
O'Shaughnessy Asset Management
Connecticut
$983K +$86.9K +228 +10%
Creative Planning
325
Creative Planning
Kansas
$966K +$416K +1,091 +76%
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