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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 %
Nomura Holdings
426
Nomura Holdings
Japan
$515K +$515K +1,420 New
GLA
427
Great Lakes Advisors
Illinois
$514K -$140K -385 -21%
Axa
428
Axa
France
$509K -$2.02M -5,567 -80%
CFM
429
Catalyst Funds Management
Australia
$507K +$435K +1,200 +600%
AC
430
Allstate Corporation
Illinois
$506K +$506K +1,397 New
FHB
431
First Hawaiian Bank
Hawaii
$505K – – –
MYAM
432
Meiji Yasuda Asset Management
Japan
$502K +$177K +489 +55%
SC
433
Savant Capital
Illinois
$485K +$7.97K +22 +2%
S
434
SimplyRich
California
$481K +$12.7K +35 +3%
HBCM
435
Heron Bay Capital Management
Michigan
$481K +$3.63K +10 +0.8%
KeyBank National Association
436
KeyBank National Association
Ohio
$478K -$25.7K -71 -5%
SA
437
Sanctuary Advisors
Indiana
$471K -$9.86K -28 -2%
William Blair & Company
438
William Blair & Company
Illinois
$471K -$1.21M -3,325 -72%
RP
439
Rowlandmiller & Partners
Georgia
$469K – – –
APG
440
Abacus Planning Group
South Carolina
$469K +$102K +282 +28%
EGA
441
E&G Advisors
Texas
$459K -$18.1K -50 -4%
CSA
442
Cornerstone Select Advisors
Missouri
$451K +$451K +1,244 New
MG
443
Mather Group
Illinois
$446K +$5.8K +16 +1%
IMCOOI
444
Investment Management Corp of Ontario (IMCO)
Canada
$445K -$72.5K -200 -14%
TMAM
445
Tokio Marine Asset Management
Japan
$440K – – –
GT
446
Greenleaf Trust
Michigan
$440K +$15.9K +44 +4%
Baird Financial Group
447
Baird Financial Group
Wisconsin
$435K +$3.26K +9 +0.8%
CCA
448
Checchi Capital Advisers
California
$422K +$1.81K +5 +0.4%
HNB
449
Huntington National Bank
Ohio
$418K -$32.6K -90 -7%
Assenagon Asset Management
450
Assenagon Asset Management
Luxembourg
$417K +$417K +1,150 New
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18
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