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Everest Group

663 hedge funds and large institutions have $12B invested in Everest Group in 2026 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 240 increasing their positions, 252 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

5% less repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 252

6% less call options, than puts

Call options by funds: $42.8M | Put options by funds: $45.4M

7% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 83

3% less funds holding

Funds holding: 683663 (-20)

3% less ownership

Funds ownership: 93.72%90.72% (-3%)

10% less capital invested

Capital invested by funds: $13.3B → $12B (-$1.36B)

Holders
663
Holders Change
-20
Holders Change %
-2.93%
% of All Funds
8.17%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
77
Increased
240
Reduced
252
Closed
83
Calls
$42.8M
Puts
$45.4M
Net Calls
-$2.58M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Balyasny Asset Management
26
Balyasny Asset Management
Illinois
$94.8M -$68.7M -208,785 -42%
AssetMark Inc
27
AssetMark Inc
California
$94.1M +$2.48M +7,539 +3%
Victory Capital Management
28
Victory Capital Management
Texas
$90.2M -$51M -155,109 -36%
Citadel Advisors
29
Citadel Advisors
Florida
$88.6M +$39.8M +120,826 +80%
EARNEST Partners
30
EARNEST Partners
Georgia
$87.6M +$1.5M +4,554 +2%
Legal & General Group
31
Legal & General Group
United Kingdom
$87.4M +$118K +358 +0.1%
A
32
AustralianSuper
Australia
$82.1M +$19.3M +58,754 +31%
CCM
33
Causeway Capital Management
California
$81.7M +$3.77M +11,450 +5%
Bank of America
34
Bank of America
North Carolina
$76.3M +$5.5M +16,701 +8%
Jacobs Levy Equity Management
35
Jacobs Levy Equity Management
New Jersey
$75.4M +$2.65M +8,041 +4%
VFT
36
Vanguard Fiduciary Trust
Pennsylvania
$75M +$75.5M +229,438 New
UBS Group
37
UBS Group
Switzerland
$73.8M +$8.32M +25,290 +13%
TAM
38
Talaria Asset Management
Australia
$73.4M +$65.8K +200 +0.1%
Goldman Sachs
39
Goldman Sachs
New York
$70.9M +$33.4M +101,366 +88%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$70.4M -$582K -1,767 -0.8%
N
41
Nuveen
North Carolina
$70.4M +$824K +2,503 +1%
Amundi
42
Amundi
France
$69.6M +$28.2M +85,786 +67%
Voloridge Investment Management
43
Voloridge Investment Management
Florida
$60.7M +$17.5M +53,051 +40%
Renaissance Technologies
44
Renaissance Technologies
New York
$53M +$37.9M +115,120 +245%
Deutsche Bank
45
Deutsche Bank
Germany
$52.5M -$1.4M -4,254 -3%
Barclays
46
Barclays
United Kingdom
$51.1M +$1.53M +4,660 +3%
Janus Henderson Group
47
Janus Henderson Group
United Kingdom
$47.8M -$36.2K -110 -0.1%
DSA
48
Davis Selected Advisers
Arizona
$46.1M +$7.53M +22,891 +19%
Franklin Resources
49
Franklin Resources
California
$45M -$3.98M -12,086 -8%
Ameriprise
50
Ameriprise
Minnesota
$43.9M +$22.1M +67,177 +100%