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Everest Group
EG

Overview Fund Activity

660 hedge funds and large institutions have $14.4B invested in Everest Group in 2023 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 255 increasing their positions, 196 reducing their positions, and 38 closing their positions.

Holders
660
Holders Change
+79
Holders Change %
+13.6%
% of All Funds
9.68%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.21%
New
122
Increased
255
Reduced
196
Closed
38
Calls
$26.6M
Puts
$76.1M
Net Calls
-$49.5M
Net Calls Change
-$19.3M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$458M
2
BlackRock
2
BlackRock
New York
$1.35B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$751M
4
AssetMark Inc
4
AssetMark Inc
California
$106M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$264M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$40.9M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$164M
3
Boston Partners
3
Boston Partners
Massachusetts
$328M
4
Franklin Resources
4
Franklin Resources
California
$373M
5
ECU
5
Egerton Capital (UK)
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Los Angeles Capital Management
26
Los Angeles Capital Management
California
$128M 361,309 -78,765 -18%
Legal & General Group
27
Legal & General Group
United Kingdom
$122M 343,860 +28,027 +9%
Ameriprise
28
Ameriprise
Minnesota
$111M 316,787 -3,339 -1%
AssetMark Inc
29
AssetMark Inc
California
$106M 300,821 +295,616 +5,679%
PCH
30
Polar Capital Holdings
United Kingdom
$103M 290,978 +10,978 +4%
ClearBridge Investments
31
ClearBridge Investments
New York
$101M 285,027 -1,163 -0.4%
UBS AM
32
UBS AM
Illinois
$90M 254,664 +24,683 +11%
Qube Research & Technologies (QRT)
33
Qube Research & Technologies (QRT)
United Kingdom
$85.3M 241,238 +148,098 +159%
EARNEST Partners
34
EARNEST Partners
Georgia
$82.6M 233,601 +499 +0.2%
Barclays
35
Barclays
United Kingdom
$82.5M 233,465 +75,217 +48%
Balyasny Asset Management
36
Balyasny Asset Management
Illinois
$79.5M 224,749 -108,444 -33%
Bank of America
37
Bank of America
North Carolina
$70.9M 200,475 +22,117 +12%
Man Group
38
Man Group
United Kingdom
$69.1M 195,464 +195,464 New
Amundi
39
Amundi
France
$68.1M 184,852 -2,046 -1%
JAM
40
Jupiter Asset Management
United Kingdom
$66.1M 186,854 -1,573 -0.8%
PCM
41
Prana Capital Management
Connecticut
$61.8M 174,796 +7,779 +5%
Robeco Institutional Asset Management
42
Robeco Institutional Asset Management
Netherlands
$59.2M 167,431 +26,441 +19%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$58.4M 165,056 +80,067 +94%
Schroder Investment Management Group
44
Schroder Investment Management Group
United Kingdom
$55.9M 158,148 -3,313 -2%
Adage Capital Partners
45
Adage Capital Partners
Massachusetts
$53.8M 152,181 -51,000 -25%
Swiss National Bank
46
Swiss National Bank
Switzerland
$48M 135,700 -2,300 -2%
JCM
47
Junto Capital Management
New York
$47.6M 134,701 -36,030 -21%
GAI
48
General American Investors
New York
$45.7M 129,196 – –
RFC
49
Regions Financial Corp
Alabama
$45.7M 129,159 +3,827 +3%
Two Sigma Investments
50
Two Sigma Investments
New York
$45M 127,188 -26,145 -17%
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