EG icon

Everest Group
EG

Overview Fund Activity

665 hedge funds and large institutions have $15.4B invested in Everest Group in 2024 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 230 increasing their positions, 232 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+42
Holders Change %
+6.74%
% of All Funds
9.62%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
100
Increased
230
Reduced
232
Closed
50
Calls
$33.7M
Puts
$86.4M
Net Calls
-$52.7M
Net Calls Change
-$37.8M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$290M
2
VVP
2
Vulcan Value Partners
Alabama
$101M
3
UBS AM
3
UBS AM
Illinois
$121M
4
Millennium Management
4
Millennium Management
New York
$104M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.16B

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$864M
2
BlackRock
2
BlackRock
New York
$1.49B
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$328M
4
KBC Group
4
KBC Group
Belgium
$66.4M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$81.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$109M -$5.28M -13,488 -5%
ClearBridge Investments
27
ClearBridge Investments
New York
$108M -$3.47M -8,861 -3%
Millennium Management
28
Millennium Management
New York
$104M +$85.3M +217,587 +453%
Victory Capital Management
29
Victory Capital Management
Texas
$103M -$13.2M -33,647 -11%
VVP
30
Vulcan Value Partners
Alabama
$101M +$101M +258,141 New
Ameriprise
31
Ameriprise
Minnesota
$95.7M -$48.7M -124,129 -34%
EARNEST Partners
32
EARNEST Partners
Georgia
$89.2M +$26.6K +68 +0%
Bank of America
33
Bank of America
North Carolina
$85.4M +$16M +40,938 +23%
Barclays
34
Barclays
United Kingdom
$83.8M +$5.48M +13,992 +7%
Amundi
35
Amundi
France
$82.9M +$25.2M +67,388 +44%
UBS Group
36
UBS Group
Switzerland
$82.7M +$47.1M +120,261 +133%
AllianceBernstein
37
AllianceBernstein
Tennessee
$81.1M -$54.8M -139,813 -40%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$79.5M -$6.69M -17,065 -8%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$78.8M +$23.2M +58,787 +42%
Deutsche Bank
40
Deutsche Bank
Germany
$71M +$4.11M +10,490 +6%
JIC
41
Johnson Investment Counsel
Ohio
$69.5M +$3.22M +8,209 +5%
Citadel Advisors
42
Citadel Advisors
Florida
$67.1M +$63.6M +162,439 +1,835%
KBC Group
43
KBC Group
Belgium
$66.4M -$75.6M -192,887 -53%
PCM
44
Prana Capital Management
Connecticut
$61.5M -$23.3M -59,479 -27%
BNP Paribas Asset Management
45
BNP Paribas Asset Management
France
$58.5M +$1.51M +3,866 +3%
GAI
46
General American Investors
New York
$52.8M – – –
Swiss National Bank
47
Swiss National Bank
Switzerland
$50.5M -$39.2K -100 -0.1%
ZP
48
Zimmer Partners
New York
$49.5M +$10.3M +26,224 +26%
RFC
49
Regions Financial Corp
Alabama
$49M -$364K -928 -0.7%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$45.7M +$3.27M +8,345 +8%
1
2
3 4 5