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Everest Group
EG

Overview Fund Activity

426 hedge funds and large institutions have $7.52B invested in Everest Group in 2020 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 149 increasing their positions, 157 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
-15
Holders Change %
-3.4%
% of All Funds
9.41%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
66
Increased
149
Reduced
157
Closed
75
Calls
$11.8M
Puts
$18.3M
Net Calls
-$6.54M
Net Calls Change
-$66M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$409M
2
Capital International Investors
Capital International Investors
California
$248M
3
Boston Partners
Boston Partners
Massachusetts
$419M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$84.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
$897M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$96.3M
2
VVP
Vulcan Value Partners
Alabama
$96.8M
3
SOMRS
State of Michigan Retirement System
Michigan
$24.9M
4
Pzena Investment Management
Pzena Investment Management
New York
$0
5
ZDA
Zweig-DiMenna Associates
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$59.4M -$516K -2,684 -0.9%
PPA
27
Parametric Portfolio Associates
Washington
$57.1M +$4.75M +24,681 +9%
Charles Schwab
28
Charles Schwab
California
$55.4M +$311K +1,617 +0.6%
Janus Henderson Group
29
Janus Henderson Group
United Kingdom
$53.3M +$6.45M +33,517 +14%
Robeco Institutional Asset Management
30
Robeco Institutional Asset Management
Netherlands
$52.9M -$299K -1,555 -0.6%
SEI Investments
31
SEI Investments
Pennsylvania
$48.6M -$3.4M -17,620 -7%
UBS AM
32
UBS AM
Illinois
$45.9M -$2.36M -12,263 -5%
Nuveen Asset Management
33
Nuveen Asset Management
Illinois
$43.2M -$16.4M -85,225 -28%
PC
34
Polar Capital
United Kingdom
$41.9M +$1.68M +8,750 +4%
First Trust Advisors
35
First Trust Advisors
Illinois
$41.8M -$8.52M -44,289 -17%
Point72 Asset Management
36
Point72 Asset Management
Connecticut
$39M -$13.8M -71,543 -26%
MAM
37
Martingale Asset Management
Massachusetts
$34.3M +$5.33M +27,706 +18%
TD Asset Management
38
TD Asset Management
Ontario, Canada
$33.6M -$14M -72,990 -29%
CS
39
Credit Suisse
Switzerland
$33.5M +$101K +523 +0.3%
Bank of America
40
Bank of America
North Carolina
$32.1M -$2.39M -12,414 -7%
UH
41
Unigestion Holding
Switzerland
$31.2M +$31.2M +162,381 New
Russell Investments Group
42
Russell Investments Group
United Kingdom
$28.2M -$8.74M -44,866 -24%
RCAMU
43
Rothschild & Co Asset Management US
Connecticut
$26.8M -$2.21M -11,469 -8%
Mitsubishi UFJ Trust & Banking
44
Mitsubishi UFJ Trust & Banking
Japan
$25.7M +$470K +2,442 +2%
SOMRS
45
State of Michigan Retirement System
Michigan
$24.9M -$36.1M -187,500 -59%
Wells Fargo
46
Wells Fargo
California
$24M -$22.4M -116,482 -48%
NI
47
Nuance Investments
Missouri
$23.5M +$13.8M +71,737 +142%
Deutsche Bank
48
Deutsche Bank
Germany
$22.5M +$7.45M +38,697 +49%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$21.1M -$48.1K -250 -0.2%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$20.5M – – –
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