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Everest Group
EG

Overview Fund Activity

441 hedge funds and large institutions have $10.8B invested in Everest Group in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 138 increasing their positions, 180 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
+5
Holders Change %
+1.15%
% of All Funds
8.71%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
53
Increased
138
Reduced
180
Closed
37
Calls
$70.8M
Puts
$11.3M
Net Calls
+$59.5M
Net Calls Change
+$91.3M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$238M
2
AQR Capital Management
AQR Capital Management
Connecticut
$555M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$75.9M
4
Franklin Resources
Franklin Resources
California
$403M
5
Victory Capital Management
Victory Capital Management
Texas
$200M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$362M
2
Boston Partners
Boston Partners
Massachusetts
$511M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$17.5M
4
PI
PGGM Investments
Netherlands
$15.9M
5
SI
Scout Investments
Missouri
$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$85.7M -$11.4M -41,347 -12%
Charles Schwab
27
Charles Schwab
California
$79.2M +$1.27M +4,585 +2%
Robeco Institutional Asset Management
28
Robeco Institutional Asset Management
Netherlands
$76.5M +$3.24M +11,694 +4%
Point72 Asset Management
29
Point72 Asset Management
Connecticut
$75.9M +$75.9M +274,289 New
Swiss National Bank
30
Swiss National Bank
Switzerland
$75.6M -$997K -3,600 -1%
PPA
31
Parametric Portfolio Associates
Washington
$75.3M -$667K -2,409 -0.9%
SEI Investments
32
SEI Investments
Pennsylvania
$74.8M -$3.65M -13,170 -5%
Lord, Abbett & Co
33
Lord, Abbett & Co
New Jersey
$72.5M +$11.2M +40,400 +18%
First Trust Advisors
34
First Trust Advisors
Illinois
$72.5M +$15.8M +57,113 +28%
UBS AM
35
UBS AM
Illinois
$69.5M -$934K -3,374 -1%
TD Asset Management
36
TD Asset Management
Ontario, Canada
$68.6M -$10.2M -36,731 -13%
Janus Henderson Group
37
Janus Henderson Group
United Kingdom
$67.3M +$21.7M +78,297 +47%
Wells Fargo
38
Wells Fargo
California
$66.7M -$11M -39,909 -14%
PC
39
Polar Capital
United Kingdom
$57.8M +$2.42M +8,750 +4%
Russell Investments Group
40
Russell Investments Group
United Kingdom
$52.5M +$8.56M +30,888 +19%
Bank of America
41
Bank of America
North Carolina
$49.7M -$768K -2,774 -2%
CS
42
Credit Suisse
Switzerland
$48M +$14.3M +51,737 +43%
RCAMU
43
Rothschild & Co Asset Management US
Connecticut
$41.7M -$1.77M -6,382 -4%
MAM
44
Martingale Asset Management
Massachusetts
$41.7M -$681K -2,459 -2%
Jacobs Levy Equity Management
45
Jacobs Levy Equity Management
New Jersey
$39M -$7.56M -27,312 -16%
Mitsubishi UFJ Trust & Banking
46
Mitsubishi UFJ Trust & Banking
Japan
$36.4M -$2.03M -7,338 -5%
Pzena Investment Management
47
Pzena Investment Management
New York
$32.4M +$7.14M +25,779 +28%
ZDA
48
Zweig-DiMenna Associates
New York
$32M +$13.1M +47,359 +70%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$30.4M -$1.02M -3,700 -3%
GAI
50
General American Investors
New York
$29.1M – – –
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