EG icon

Everest Group
EG

Overview Fund Activity

575 hedge funds and large institutions have $13.6B invested in Everest Group in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 215 increasing their positions, 197 reducing their positions, and 74 closing their positions.

Holders
575
Holders Change
–
Holders Change %
0%
% of All Funds
9.07%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
76
Increased
215
Reduced
197
Closed
74
Calls
$37.4M
Puts
$62.8M
Net Calls
-$25.4M
Net Calls Change
-$28.9M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$641M
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$355M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.82B
4
BlackRock
4
BlackRock
New York
$1.09B
5
ZP
5
Zimmer Partners
New York
$81.2M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$15.1M
2
Boston Partners
2
Boston Partners
Massachusetts
$432M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$204M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$36.8M
5
Millennium Management
5
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Adage Capital Partners
26
Adage Capital Partners
Massachusetts
$121M +$28.5M +83,500 +31%
Charles Schwab
27
Charles Schwab
California
$116M +$8.5M +24,860 +8%
Legal & General Group
28
Legal & General Group
United Kingdom
$110M +$3.75M +10,977 +4%
ECU
29
Egerton Capital (UK)
United Kingdom
$99.1M -$39.9M -116,684 -29%
PCH
30
Polar Capital Holdings
United Kingdom
$95.7M – – –
Ameriprise
31
Ameriprise
Minnesota
$90.1M -$2.48M -7,241 -3%
First Trust Advisors
32
First Trust Advisors
Illinois
$86.7M -$3.65M -10,675 -4%
EARNEST Partners
33
EARNEST Partners
Georgia
$81.7M -$6M -17,547 -7%
ZP
34
Zimmer Partners
New York
$81.2M +$81.2M +237,500 New
UBS AM
35
UBS AM
Illinois
$77.8M – – –
Two Sigma Investments
36
Two Sigma Investments
New York
$65.5M +$47.8M +139,887 +270%
Man Group
37
Man Group
United Kingdom
$64.5M +$64.5M +188,813 New
Bank of America
38
Bank of America
North Carolina
$62.5M -$18.8M -54,878 -23%
Barclays
39
Barclays
United Kingdom
$61.4M +$38.2M +111,693 +164%
Point72 Asset Management
40
Point72 Asset Management
Connecticut
$60.7M +$52.6M +153,985 +657%
VRS
41
Virginia Retirement Systems
Virginia
$59.2M +$4.2M +12,300 +8%
Amundi
42
Amundi
France
$57.7M +$4.37M +12,789 +8%
PCM
43
Prana Capital Management
Connecticut
$57.2M +$20.5M +59,878 +56%
Swiss National Bank
44
Swiss National Bank
Switzerland
$53M -$171K -500 -0.3%
Fidelity International
45
Fidelity International
Bermuda
$51M -$7.71M -22,558 -13%
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$49M +$42.5M +124,412 +663%
JAM
47
Jupiter Asset Management
United Kingdom
$47.8M +$14.1M +41,241 +42%
ClearBridge Investments
48
ClearBridge Investments
New York
$46.5M +$15.2M +44,551 +49%
Citadel Advisors
49
Citadel Advisors
Florida
$45.7M +$24.2M +70,862 +113%
Robeco Institutional Asset Management
50
Robeco Institutional Asset Management
Netherlands
$45.7M +$10.9M +31,809 +31%
1
2
3 4 5