EG icon

Everest Group
EG

Overview Fund Activity

527 hedge funds and large institutions have $10.1B invested in Everest Group in 2022 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 195 increasing their positions, 178 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
527
Holders Change
+17
Holders Change %
+3.33%
% of All Funds
8.91%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.17%
New
67
Increased
195
Reduced
178
Closed
39
Calls
$7.51M
Puts
$30.5M
Net Calls
-$23M
Net Calls Change
-$28M

Top Buyers

1
BCPEMI
1
Bain Capital Public Equity Management II
Massachusetts
$108M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.36B
3
Morgan Stanley
3
Morgan Stanley
New York
$130M
4
American Century Companies
4
American Century Companies
Missouri
$67.5M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$34.7M

Top Sellers

1
Man Group
1
Man Group
United Kingdom
$62.2M
2
NI
2
Nuance Investments
Missouri
$105M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$1.42M
4
Capital International Investors
4
Capital International Investors
California
$154M
5
State Street
5
State Street
Massachusetts
$525M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$84.9M +$795K +2,836 +0.9%
Bank of America
27
Bank of America
North Carolina
$78.7M +$31.8M +113,405 +68%
EARNEST Partners
28
EARNEST Partners
Georgia
$72M -$1.7M -6,061 -2%
American Century Companies
29
American Century Companies
Missouri
$67.5M +$40.1M +143,188 +147%
UBS AM
30
UBS AM
Illinois
$67.1M +$10.2M +36,542 +18%
Man Group
31
Man Group
United Kingdom
$62.2M -$81.7M -271,129 Closed
SSA
32
Schonfeld Strategic Advisors
New York
$58.9M -$684K -2,440 -1%
AllianceBernstein
33
AllianceBernstein
Tennessee
$54.3M -$1.23M -4,395 -2%
Ameriprise
34
Ameriprise
Minnesota
$53.6M -$1.91M -6,808 -3%
Jacobs Levy Equity Management
35
Jacobs Levy Equity Management
New Jersey
$49.3M -$2.32M -8,267 -4%
Deutsche Bank
36
Deutsche Bank
Germany
$49.1M -$8.23M -29,365 -14%
Swiss National Bank
37
Swiss National Bank
Switzerland
$47.8M – – –
Fidelity International
38
Fidelity International
Bermuda
$46.6M -$2.35M -8,370 -5%
Lazard Asset Management
39
Lazard Asset Management
New York
$45M +$11.7M +41,720 +35%
PCM
40
Prana Capital Management
Connecticut
$43.7M -$950K -3,391 -2%
SO
41
STRS Ohio
Ohio
$41.6M +$1.96M +6,977 +5%
JAM
42
Jupiter Asset Management
United Kingdom
$39.2M +$3.21M +11,449 +9%
MHI
43
Miller Howard Investments
New York
$38.1M +$599K +2,138 +2%
RFC
44
Regions Financial Corp
Alabama
$37.5M +$155K +552 +0.4%
SEI Investments
45
SEI Investments
Pennsylvania
$37.3M -$310K -1,103 -0.8%
MAM
46
Martingale Asset Management
Massachusetts
$37.2M -$1.34M -4,797 -3%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$35M -$27.7M -98,703 -44%
Wellington Management Group
48
Wellington Management Group
Massachusetts
$34.7M +$33M +117,786 +1,911%
GAI
49
General American Investors
New York
$34.1M – – –
Russell Investments Group
50
Russell Investments Group
United Kingdom
$32.4M +$2.14M +7,638 +7%
1
2
3 4 5