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Everest Group
EG

Overview Fund Activity

436 hedge funds and large institutions have $10.3B invested in Everest Group in 2019 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 148 increasing their positions, 164 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
-7
Holders Change %
-1.58%
% of All Funds
9.58%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
47
Increased
148
Reduced
164
Closed
52
Calls
$36.2M
Puts
$68M
Net Calls
-$31.8M
Net Calls Change
-$36.5M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$315M
2
Victory Capital Management
Victory Capital Management
Texas
$130M
3
AQR Capital Management
AQR Capital Management
Connecticut
$454M
4
Capital International Investors
Capital International Investors
California
$75.8M
5
BlackRock
BlackRock
New York
$1.11B

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$553M
2
Citadel Advisors
Citadel Advisors
Florida
$525K
3
AllianceBernstein
AllianceBernstein
Tennessee
$437M
4
Federated Hermes
Federated Hermes
Pennsylvania
$30.7M
5
Millennium Management
Millennium Management
New York
$254K
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
51
Credit Suisse
Switzerland
$32.4M -$16.1M -60,671 -33%
Federated Hermes
52
Federated Hermes
Pennsylvania
$30.7M -$36.5M -137,239 -54%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$30.2M -$1.01M -3,800 -3%
BNP Paribas Financial Markets
54
BNP Paribas Financial Markets
France
$28.6M +$20.2M +75,914 +242%
Allianz Asset Management
55
Allianz Asset Management
Germany
$28.5M -$670K -2,517 -2%
DSA
56
Davis Selected Advisers
Arizona
$28M -$11.2M -42,164 -29%
GAI
57
General American Investors
New York
$27.9M – – –
VRS
58
Virginia Retirement Systems
Virginia
$26.2M – – –
CTA
59
Carillon Tower Advisers
Florida
$26.1M -$9.57M -35,975 -27%
Mackenzie Financial
60
Mackenzie Financial
Ontario, Canada
$25.4M +$19.6M +73,803 +343%
Pzena Investment Management
61
Pzena Investment Management
New York
$24.3M +$20.5K +77 +0.1%
FCM
62
Frontier Capital Management
Massachusetts
$24.2M +$5.36M +20,133 +28%
Morgan Stanley
63
Morgan Stanley
New York
$23.5M +$1.03M +3,862 +5%
AG
64
Aperio Group
California
$23.1M +$1.04M +3,912 +5%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$21.6M +$768K +2,885 +4%
WHG
66
Westwood Holdings Group
Texas
$21.2M -$2.09M -7,872 -9%
NI
67
Nuance Investments
Missouri
$20.7M +$10.2M +38,485 +98%
State of Wisconsin Investment Board
68
State of Wisconsin Investment Board
Wisconsin
$20.6M +$174K +653 +0.9%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$20.5M – – –
Barclays
70
Barclays
United Kingdom
$20.4M -$2.54M -9,552 -11%
T. Rowe Price Associates
71
T. Rowe Price Associates
Maryland
$20.4M -$193K -724 -0.9%
ESCM
72
Echo Street Capital Management
New York
$19.9M -$4M -15,026 -17%
Zurich Cantonal Bank
73
Zurich Cantonal Bank
Switzerland
$19.1M +$639K +2,401 +3%
Ameriprise
74
Ameriprise
Minnesota
$18.5M +$3.99M +15,021 +27%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$18.1M +$67.9K +255 +0.4%
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