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Everest Group
EG

Overview Fund Activity

684 hedge funds and large institutions have $14.6B invested in Everest Group in 2024 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 259 increasing their positions, 240 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
684
Holders Change
+20
Holders Change %
+3.01%
% of All Funds
9.11%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
97
Increased
259
Reduced
240
Closed
65
Calls
$141M
Puts
$124M
Net Calls
+$17.2M
Net Calls Change
+$69.9M

Top Buyers

1
VVP
1
Vulcan Value Partners
Alabama
$355M
2
SCM
2
Sterling Capital Management
North Carolina
$101M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$68.9M
4
DSC
4
Donald Smith & Co
New York
$56.3M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$55.4M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$244M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$592M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$165M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$10.3M
5
BlackRock
5
BlackRock
New York
$1.29B
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS AM
26
UBS AM
Illinois
$123M +$10.8M +29,891 +10%
Legal & General Group
27
Legal & General Group
United Kingdom
$119M -$7.91M -21,829 -6%
Millennium Management
28
Millennium Management
New York
$115M +$18.7M +51,642 +19%
SCM
29
Sterling Capital Management
North Carolina
$101M +$100M +276,266 +11,756%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$97.7M -$2.73M -7,541 -3%
Ameriprise
31
Ameriprise
Minnesota
$92.6M +$4.03M +11,122 +5%
Victory Capital Management
32
Victory Capital Management
Texas
$91.6M -$3.47M -9,574 -4%
Deutsche Bank
33
Deutsche Bank
Germany
$84.4M +$18.7M +51,492 +28%
EARNEST Partners
34
EARNEST Partners
Georgia
$82M -$539K -1,486 -0.7%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$72.5M -$1.11M -3,061 -2%
Balyasny Asset Management
36
Balyasny Asset Management
Illinois
$68.9M +$68.9M +190,040 New
JIC
37
Johnson Investment Counsel
Ohio
$67.5M +$3.26M +8,984 +5%
AllianceBernstein
38
AllianceBernstein
Tennessee
$67M -$7.99M -22,035 -11%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$65.8M -$6.42M -17,704 -9%
Man Group
40
Man Group
United Kingdom
$57.7M +$17.2M +47,465 +42%
DSC
41
Donald Smith & Co
New York
$56.3M +$56.3M +155,440 New
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$55.8M +$43.5M +119,944 +353%
Bank of America
43
Bank of America
North Carolina
$55.5M -$23.5M -64,864 -30%
Point72 Asset Management
44
Point72 Asset Management
Connecticut
$55.4M +$55.4M +152,712 New
BNP Paribas Asset Management
45
BNP Paribas Asset Management
France
$53.3M -$879K -2,426 -2%
Two Sigma Investments
46
Two Sigma Investments
New York
$53.2M +$18.4M +50,648 +53%
Barclays
47
Barclays
United Kingdom
$53M -$24.5M -67,678 -32%
GAI
48
General American Investors
New York
$52.3M +$3.48M +9,600 +7%
SEI Investments
49
SEI Investments
Pennsylvania
$50.4M +$13M +35,904 +35%
ZP
50
Zimmer Partners
New York
$49.8M +$4.09M +11,276 +9%
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