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Everest Group
EG

Overview Fund Activity

436 hedge funds and large institutions have $10.3B invested in Everest Group in 2019 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 148 increasing their positions, 164 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
-7
Holders Change %
-1.58%
% of All Funds
9.58%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
47
Increased
148
Reduced
164
Closed
52
Calls
$36.2M
Puts
$68M
Net Calls
-$31.8M
Net Calls Change
-$36.5M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$315M
2
Victory Capital Management
Victory Capital Management
Texas
$130M
3
AQR Capital Management
AQR Capital Management
Connecticut
$454M
4
Capital International Investors
Capital International Investors
California
$75.8M
5
BlackRock
BlackRock
New York
$1.11B

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$553M
2
Citadel Advisors
Citadel Advisors
Florida
$525K
3
AllianceBernstein
AllianceBernstein
Tennessee
$437M
4
Federated Hermes
Federated Hermes
Pennsylvania
$30.7M
5
Millennium Management
Millennium Management
New York
$254K
Name Holding Trade Value Shares
Change 		Shares
Change %
Capital International Investors
26
Capital International Investors
California
$75.8M +$75.8M +284,867 New
TD Asset Management
27
TD Asset Management
Ontario, Canada
$75.7M +$1.64M +6,150 +2%
SEI Investments
28
SEI Investments
Pennsylvania
$75.4M -$839K -3,147 -1%
Charles Schwab
29
Charles Schwab
California
$74.9M +$2.28M +8,565 +3%
Wells Fargo
30
Wells Fargo
California
$74.7M +$11M +41,258 +17%
Swiss National Bank
31
Swiss National Bank
Switzerland
$73.7M -$1.53M -5,736 -2%
PPA
32
Parametric Portfolio Associates
Washington
$73M +$6.25M +23,470 +9%
Robeco Institutional Asset Management
33
Robeco Institutional Asset Management
Netherlands
$70.4M +$7.4M +27,802 +12%
UBS AM
34
UBS AM
Illinois
$67.7M +$8.8M +33,090 +15%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$61.5M -$6.33M -23,791 -9%
Lord, Abbett & Co
36
Lord, Abbett & Co
New Jersey
$58.9M -$6.9M -25,938 -10%
First Trust Advisors
37
First Trust Advisors
Illinois
$54.4M +$15.1M +56,875 +38%
PC
38
Polar Capital
United Kingdom
$53.2M +$7.98M +30,000 +18%
Bank of America
39
Bank of America
North Carolina
$48.5M -$3.68M -13,830 -7%
PI
40
PGGM Investments
Netherlands
$45.8M – – –
Jacobs Levy Equity Management
41
Jacobs Levy Equity Management
New Jersey
$44.8M +$2.16M +8,113 +5%
Janus Henderson Group
42
Janus Henderson Group
United Kingdom
$43.9M +$11.7M +43,916 +36%
UH
43
Unigestion Holding
Switzerland
$43.4M -$4.53M -17,020 -9%
Russell Investments Group
44
Russell Investments Group
United Kingdom
$42.3M -$1.43M -5,376 -3%
RCAMU
45
Rothschild & Co Asset Management US
Connecticut
$41.8M -$823K -3,092 -2%
MAM
46
Martingale Asset Management
Massachusetts
$40.7M +$2.45M +9,201 +6%
SI
47
Scout Investments
Missouri
$37.9M -$14.2M -53,391 -27%
DSC
48
Donald Smith & Co
New York
$37.7M -$9.99M -37,554 -21%
Mitsubishi UFJ Trust & Banking
49
Mitsubishi UFJ Trust & Banking
Japan
$36.9M +$1.92M +7,218 +5%
Man Group
50
Man Group
United Kingdom
$34.8M -$4.53M -17,041 -12%
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