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Everest Group
EG

Overview Fund Activity

634 hedge funds and large institutions have $16.1B invested in Everest Group in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 216 increasing their positions, 265 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
-27
Holders Change %
-4.08%
% of All Funds
9.19%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
70
Increased
216
Reduced
265
Closed
92
Calls
$41.1M
Puts
$65.4M
Net Calls
-$24.3M
Net Calls Change
+$25.1M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.59B
2
Boston Partners
Boston Partners
Massachusetts
$476M
3
KBC Group
KBC Group
Belgium
$124M
4
AQR Capital Management
AQR Capital Management
Connecticut
$403M
5
Franklin Resources
Franklin Resources
California
$510M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$223M
2
Viking Global Investors
Viking Global Investors
Connecticut
$0
3
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$57.7M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$9.76M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCH
26
Polar Capital Holdings
United Kingdom
$132M +$15.9M +40,000 +14%
KBC Group
27
KBC Group
Belgium
$124M +$107M +268,651 +609%
AssetMark Inc
28
AssetMark Inc
California
$116M -$3.8M -9,558 -3%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$115M -$69.2M -174,034 -38%
ClearBridge Investments
30
ClearBridge Investments
New York
$115M +$1.75M +4,412 +2%
Victory Capital Management
31
Victory Capital Management
Texas
$113M +$67.4M +169,620 +147%
PCM
32
Prana Capital Management
Connecticut
$109M +$39.5M +99,460 +57%
UBS AM
33
UBS AM
Illinois
$101M -$114K -288 -0.1%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$94.2M +$28.5M +71,808 +44%
EARNEST Partners
35
EARNEST Partners
Georgia
$92.7M -$128K -322 -0.1%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$83.1M +$51.3M +129,058 +161%
First Trust Advisors
37
First Trust Advisors
Illinois
$79M +$57M +143,342 +258%
Bank of America
38
Bank of America
North Carolina
$74.9M -$4.77M -12,010 -6%
Goldman Sachs
39
Goldman Sachs
New York
$72.8M +$22.9M +57,574 +46%
JIC
40
Johnson Investment Counsel
Ohio
$63.4M +$19.1M +48,130 +43%
Barclays
41
Barclays
United Kingdom
$60.4M -$32.4M -81,629 -35%
BCPEMI
42
Bain Capital Public Equity Management II
Massachusetts
$57.7M -$109M -274,977 -65%
Amundi
43
Amundi
France
$55.2M -$11.3M -31,483 -17%
Deutsche Bank
44
Deutsche Bank
Germany
$54.6M +$9.04M +22,735 +20%
Swiss National Bank
45
Swiss National Bank
Switzerland
$51.7M -$2.27M -5,700 -4%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$51.5M +$15.1M +37,950 +42%
GAI
47
General American Investors
New York
$51.4M – – –
APG Asset Management
48
APG Asset Management
Netherlands
$51.1M +$6.99M +18,988 +16%
RFC
49
Regions Financial Corp
Alabama
$50.4M -$932K -2,344 -2%
BNP Paribas Asset Management
50
BNP Paribas Asset Management
France
$50M +$3.77M +9,485 +8%
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