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Everest Group
EG

Overview Fund Activity

461 hedge funds and large institutions have $9.26B invested in Everest Group in 2021 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 157 increasing their positions, 168 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
+24
Holders Change %
+5.49%
% of All Funds
8.12%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
64
Increased
157
Reduced
168
Closed
36
Calls
$15.4M
Puts
$13.5M
Net Calls
+$1.93M
Net Calls Change
-$10.8M

Top Buyers

1
Los Angeles Capital Management
1
Los Angeles Capital Management
California
$55.7M
2
MHI
2
Miller Howard Investments
New York
$39.6M
3
Franklin Resources
3
Franklin Resources
California
$387M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$62.8M
5
Boston Partners
5
Boston Partners
Massachusetts
$611M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$463M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$77.7M
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$0
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$15.5M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$70.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$78.2M -$1.98M -7,992 -2%
Lord, Abbett & Co
27
Lord, Abbett & Co
New Jersey
$77.7M -$71.1M -287,055 -48%
Swiss National Bank
28
Swiss National Bank
Switzerland
$74.8M +$1.02M +4,100 +1%
Janus Henderson Group
29
Janus Henderson Group
United Kingdom
$70.8M -$25.4M -102,527 -26%
Charles Schwab
30
Charles Schwab
California
$67.9M +$1.44M +5,805 +2%
UBS AM
31
UBS AM
Illinois
$63.7M -$6.21M -25,044 -9%
Adage Capital Partners
32
Adage Capital Partners
Massachusetts
$62.8M +$28.3M +114,200 +82%
PCH
33
Polar Capital Holdings
United Kingdom
$62.8M – – –
SI
34
Scout Investments
Missouri
$57.5M +$17.8M +71,778 +45%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$57.1M -$9.37M -37,011 -14%
Los Angeles Capital Management
36
Los Angeles Capital Management
California
$55.7M +$48.1M +194,289 +634%
Morgan Stanley
37
Morgan Stanley
New York
$50.4M +$6.16M +24,859 +14%
Bank of America
38
Bank of America
North Carolina
$46.6M +$805K +3,250 +2%
PPA
39
Parametric Portfolio Associates
Washington
$44.8M -$5.85M -23,618 -12%
Deutsche Bank
40
Deutsche Bank
Germany
$43.9M +$5.47M +22,069 +14%
MHI
41
Miller Howard Investments
New York
$39.6M +$39.6M +159,738 New
Aviva
42
Aviva
United Kingdom
$37.7M +$15M +60,668 +66%
Federated Hermes
43
Federated Hermes
Pennsylvania
$35.9M +$118K +478 +0.3%
SEI Investments
44
SEI Investments
Pennsylvania
$33.6M -$4.84M -19,636 -13%
GAI
45
General American Investors
New York
$30.1M – – –
CS
46
Credit Suisse
Switzerland
$29.7M -$4.11M -16,572 -12%
Jacobs Levy Equity Management
47
Jacobs Levy Equity Management
New Jersey
$25.7M +$5.42M +21,863 +27%
Ameriprise
48
Ameriprise
Minnesota
$24.7M -$4.92M -19,856 -17%
MAM
49
Martingale Asset Management
Massachusetts
$24.6M -$13.3M -53,544 -35%
RJA
50
Raymond James & Associates
Florida
$24.1M +$126K +509 +0.5%
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