EG icon

Everest Group
EG

Overview Fund Activity

634 hedge funds and large institutions have $16.1B invested in Everest Group in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 216 increasing their positions, 265 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
-27
Holders Change %
-4.08%
% of All Funds
9.19%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
70
Increased
216
Reduced
265
Closed
92
Calls
$41.1M
Puts
$65.4M
Net Calls
-$24.3M
Net Calls Change
+$25.1M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.59B
2
Boston Partners
Boston Partners
Massachusetts
$476M
3
KBC Group
KBC Group
Belgium
$124M
4
AQR Capital Management
AQR Capital Management
Connecticut
$403M
5
Franklin Resources
Franklin Resources
California
$510M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$223M
2
Viking Global Investors
Viking Global Investors
Connecticut
$0
3
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$57.7M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$9.76M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLA
326
Great Lakes Advisors
Illinois
$1.18M -$541K -1,362 -31%
Pacer Advisors
327
Pacer Advisors
Pennsylvania
$1.18M -$261K -656 -18%
MSRPS
328
Maryland State Retirement & Pension System
Maryland
$1.17M – – –
PL
329
Polianta Ltd
Jersey
$1.15M +$1.15M +2,900 New
XT
330
XTX Topco
Cayman Islands
$1.12M +$166K +417 +17%
AC
331
AXQ Capital
New Jersey
$1.11M -$1.71M -4,300 -61%
Cambridge Investment Research Advisors
332
Cambridge Investment Research Advisors
Iowa
$1.11M -$17.5K -44 -2%
Capstone Investment Advisors
333
Capstone Investment Advisors
New York
$1.1M +$529K +1,330 +93%
DIA
334
Dana Investment Advisors
Wisconsin
$1.08M -$47.7K -120 -4%
WAM
335
WealthTrust Asset Management
Florida
$1.08M +$1.99K +5 +0.2%
AIM
336
Achmea Investment Management
Netherlands
$1.08M +$1.08M +2,717 New
RPI
337
Railway Pension Investments
United Kingdom
$1.07M – – –
BP
338
BNP Paribas
France
$1.06M +$1.06M +2,670 New
CTA
339
Chesley Taft & Associates
Illinois
$1.05M +$49.7K +125 +5%
NAM
340
NorthCrest Asset Manangement
Minnesota
$1.04M -$49.3K -124 -5%
BCG
341
BayBridge Capital Group
California
$1.03M +$70.8K +190 +7%
CGH
342
Crossmark Global Holdings
Texas
$1.02M -$180K -452 -15%
O
343
Ossiam
France
$1.01M -$146K -367 -13%
LSERS
344
Louisiana State Employees Retirement System
Louisiana
$994K -$39.8K -100 -4%
I
345
InceptionR
California
$991K +$991K +2,493 New
SAM
346
Securian Asset Management
Minnesota
$988K -$125K -314 -11%
PFG
347
PAX Financial Group
Texas
$975K -$38.6K -97 -4%
CIBC Private Wealth Group
348
CIBC Private Wealth Group
Georgia
$963K -$4.38K -11 -0.5%
AWE
349
Avidian Wealth Enterprises
Texas
$942K +$2.39K +6 +0.3%
OSAM
350
O'Shaughnessy Asset Management
Connecticut
$935K -$7.55K -19 -0.8%
12 13
14
15 16