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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 %
OPERF
301
Oregon Public Employees Retirement Fund
Oregon
$1.34M – – –
BCI
302
Brinker Capital Investments
Pennsylvania
$1.3M +$217K +598 +20%
OPS
303
Orion Portfolio Solutions
Nebraska
$1.3M +$217K +598 +20%
AIM
304
Aigen Investment Management
New York
$1.3M +$1.3M +3,566 New
ISL
305
Ingalls & Snyder LLC
New York
$1.29M -$298K -820 -19%
Nordea Investment Management
306
Nordea Investment Management
Sweden
$1.29M +$4.01K +11 +0.3%
CS
307
Candriam SCA
Luxembourg
$1.25M -$685K -1,886 -35%
HIMCH
308
Hartford Investment Management Co (HIMCO)
Connecticut
$1.25M -$36.7K -101 -3%
MSU
309
Mizuho Securities USA
New York
$1.25M -$230K -632 -16%
TSS
310
Two Sigma Securities
New York
$1.25M +$966K +2,660 +345%
GCM
311
Graham Capital Management
Connecticut
$1.24M +$502K +1,383 +68%
WT
312
Whittier Trust
California
$1.18M -$197K -541 -14%
Schroder Investment Management Group
313
Schroder Investment Management Group
United Kingdom
$1.18M -$2.78M -7,678 -70%
IA
314
Icon Advisers
Colorado
$1.16M – – –
PCM
315
Poehling Capital Management
Wisconsin
$1.16M +$1.16M +3,192 New
DT
316
Diversified Trust
Tennessee
$1.15M -$783K -2,155 -40%
TRSOTSOK
317
Teachers Retirement System of the State of Kentucky
Kentucky
$1.15M – – –
LA
318
LBP AM
France
$1.12M – – –
Cetera Investment Advisers
319
Cetera Investment Advisers
Illinois
$1.11M +$107K +294 +11%
RC
320
Randolph Company
Ohio
$1.08M -$202K -556 -16%
ETC
321
Exchange Traded Concepts
Oklahoma
$1.06M +$39.6K +109 +4%
FDCDDQ
322
Federation des caisses Desjardins du Quebec
Quebec, Canada
$985K +$339K +932 +52%
GC
323
Guggenheim Capital
Illinois
$984K +$229K +631 +30%
BP
324
BNP Paribas
France
$975K – – –
TCM
325
Traynor Capital Management
Pennsylvania
$972K +$16.7K +46 +2%
11 12
13
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