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Everest Group
EG

Overview Fund Activity

430 hedge funds and large institutions have $7.48B invested in Everest Group in 2020 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 139 increasing their positions, 179 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+8
Holders Change %
+1.9%
% of All Funds
8.7%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
48
Increased
139
Reduced
179
Closed
35
Calls
$15M
Puts
$17.5M
Net Calls
-$2.51M
Net Calls Change
-$11.8M

Top Buyers

1
SAM
Southeastern Asset Management
Tennessee
$79.1M
2
Capital International Investors
Capital International Investors
California
$405M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$134M
4
Viking Global Investors
Viking Global Investors
Connecticut
$130M
5
WRF
Waddell & Reed Financial
Kansas
$29M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
$145M
2
ESCM
Echo Street Capital Management
New York
$3.26M
3
Vanguard Group
Vanguard Group
Pennsylvania
$868M
4
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$27M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$1.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
EARNEST Partners
26
EARNEST Partners
Georgia
$64.1M +$2.24M +11,332 +4%
Invesco
27
Invesco
Georgia
$62.7M +$2.08M +10,511 +3%
Swiss National Bank
28
Swiss National Bank
Switzerland
$61.5M -$1.03M -5,200 -2%
First Trust Advisors
29
First Trust Advisors
Illinois
$61.1M +$3.71M +18,790 +6%
UBS AM
30
UBS AM
Illinois
$52.8M +$4.68M +23,691 +10%
Charles Schwab
31
Charles Schwab
California
$52.6M -$3.14M -15,920 -6%
Robeco Institutional Asset Management
32
Robeco Institutional Asset Management
Netherlands
$46.8M -$2.93M -14,850 -6%
PPA
33
Parametric Portfolio Associates
Washington
$43.1M -$3.75M -18,975 -8%
PC
34
Polar Capital
United Kingdom
$43M +$7.11K +36 +0%
NI
35
Nuance Investments
Missouri
$41M -$10.1M -51,198 -20%
SEI Investments
36
SEI Investments
Pennsylvania
$32.6M +$608K +3,072 +2%
Balyasny Asset Management
37
Balyasny Asset Management
Illinois
$32.4M +$6.43M +32,565 +25%
Deutsche Bank
38
Deutsche Bank
Germany
$30.1M +$1.6M +8,095 +6%
Bank of America
39
Bank of America
North Carolina
$29.7M -$161K -816 -0.5%
WRF
40
Waddell & Reed Financial
Kansas
$29M +$29M +146,721 New
Goldman Sachs
41
Goldman Sachs
New York
$28.8M +$176K +893 +0.6%
ZDA
42
Zweig-DiMenna Associates
New York
$27.8M +$3M +15,165 +12%
MAM
43
Martingale Asset Management
Massachusetts
$27.4M -$3.53M -17,884 -11%
BCPEMI
44
Bain Capital Public Equity Management II
Massachusetts
$27M -$29.9M -151,193 -52%
Morgan Stanley
45
Morgan Stanley
New York
$26.7M +$2.63M +13,299 +11%
CS
46
Credit Suisse
Switzerland
$25.5M -$930K -4,706 -4%
Federated Hermes
47
Federated Hermes
Pennsylvania
$24.3M +$14.9M +75,341 +157%
GAI
48
General American Investors
New York
$24M +$1.28M +6,500 +6%
Ameriprise
49
Ameriprise
Minnesota
$23.3M +$449K +2,275 +2%
Neuberger Berman Group
50
Neuberger Berman Group
New York
$21M +$419K +2,122 +2%
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