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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 %
PAS
326
Park Avenue Securities
New York
$1.36M -$410K -1,132 -23%
OPERF
327
Oregon Public Employees Retirement Fund
Oregon
$1.34M -$17K -47 -1%
Wealthfront Advisers
328
Wealthfront Advisers
California
$1.33M -$166K -458 -11%
HIMCH
329
Hartford Investment Management Co (HIMCO)
Connecticut
$1.28M +$19.6K +54 +2%
Nordea Investment Management
330
Nordea Investment Management
Sweden
$1.28M -$8.49M -23,436 -87%
RC
331
Randolph Company
Ohio
$1.28M +$1.28M +3,524 New
PL
332
Polianta Ltd
Jersey
$1.27M +$217K +600 +21%
Creative Planning
333
Creative Planning
Kansas
$1.24M +$329K +909 +36%
GIBU
334
Gulf International Bank (UK)
United Kingdom
$1.23M – – –
TI
335
Tidal Investments
Wisconsin
$1.22M +$53.6K +148 +5%
YIH
336
Y-Intercept (HK)
Hong Kong
$1.18M -$129K -356 -10%
IA
337
Icon Advisers
Colorado
$1.16M – – –
CL
338
CSS LLC
Illinois
$1.16M +$250K +690 +28%
TRSOTSOK
339
Teachers Retirement System of the State of Kentucky
Kentucky
$1.14M – – –
TRCT
340
Tower Research Capital (TRC)
New York
$1.14M +$236K +650 +26%
BCG
341
BayBridge Capital Group
California
$1.14M +$74K +204 +7%
LA
342
LBP AM
France
$1.11M – – –
DFCM
343
Dark Forest Capital Management
Puerto Rico
$1.11M -$35.9K -99 -3%
OPS
344
Orion Portfolio Solutions
Nebraska
$1.08M +$308K +851 +40%
BCI
345
Brinker Capital Investments
Pennsylvania
$1.08M +$308K +851 +40%
KRS
346
Kentucky Retirement Systems
Kentucky
$1.08M -$14.9K -41 -1%
PEAK6
347
PEAK6
Illinois
$1.08M +$1.08M +2,967 New
Cambridge Investment Research Advisors
348
Cambridge Investment Research Advisors
Iowa
$1.07M +$16.7K +46 +2%
Verition Fund Management
349
Verition Fund Management
Connecticut
$1.07M -$222K -613 -17%
ECM
350
Everence Capital Management
Indiana
$1.03M – – –
12 13
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