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Everest Group
EG

Overview Fund Activity

657 hedge funds and large institutions have $13.6B invested in Everest Group in 2025 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 258 increasing their positions, 231 reducing their positions, and 79 closing their positions.

Holders
657
Holders Change
-11
Holders Change %
-1.65%
% of All Funds
8.82%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
80
Increased
258
Reduced
231
Closed
79
Calls
$86.9M
Puts
$29.7M
Net Calls
+$57.2M
Net Calls Change
+$58.9M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$601M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$400M
3
AGA
3
Altrinsic Global Advisors
Connecticut
$319M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$68.4M
5
DSC
5
Donald Smith & Co
New York
$106M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$68.3M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$209M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$42.8M
4
BlackRock
4
BlackRock
New York
$1.19B
5
Invesco
5
Invesco
Georgia
$231M
Name Market Value Shares Shares
Change 		Shares
Change %
DSC
26
Donald Smith & Co
New York
$106M 311,037 +109,848 +55%
NL
27
Nuveen LLC
North Carolina
$93.4M 274,846 -103,372 -27%
Victory Capital Management
28
Victory Capital Management
Texas
$92.4M 271,976 -81,229 -23%
Legal & General Group
29
Legal & General Group
United Kingdom
$89.6M 263,726 +295 +0.1%
SCM
30
Sterling Capital Management
North Carolina
$88.5M 260,429 -17,813 -6%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$82.2M 241,755 -13,771 -5%
EARNEST Partners
32
EARNEST Partners
Georgia
$81.6M 240,048 +7,281 +3%
Ameriprise
33
Ameriprise
Minnesota
$79.9M 234,983 -17,528 -7%
UBS Group
34
UBS Group
Switzerland
$75.6M 222,552 -24,923 -10%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$73.2M 215,270 +1,427 +0.7%
Goldman Sachs
36
Goldman Sachs
New York
$69.1M 203,214 +96,568 +91%
Renaissance Technologies
37
Renaissance Technologies
New York
$68.4M 201,300 +123,600 +159%
Franklin Resources
38
Franklin Resources
California
$68.3M 201,058 -921,626 -82%
Deutsche Bank
39
Deutsche Bank
Germany
$67.1M 197,375 -1,683 -0.8%
JIC
40
Johnson Investment Counsel
Ohio
$64.5M 189,702 -944 -0.5%
SEI Investments
41
SEI Investments
Pennsylvania
$64.1M 188,661 +44,124 +31%
Bank of America
42
Bank of America
North Carolina
$63.4M 186,650 +5,373 +3%
TAM
43
Talaria Asset Management
Australia
$61.3M 180,300 +44,300 +33%
Amundi
44
Amundi
France
$58.6M 175,487 -4,997 -3%
Man Group
45
Man Group
United Kingdom
$58M 170,793 +27,903 +20%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$57.3M 168,647 -4,071 -2%
Jacobs Levy Equity Management
47
Jacobs Levy Equity Management
New Jersey
$55.7M 163,785 +52,802 +48%
Barclays
48
Barclays
United Kingdom
$54.2M 159,520 +13,771 +9%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$51.8M 152,390 -41,404 -21%
GAI
50
General American Investors
New York
$49M 144,286 – –
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