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Everest Group
EG

Overview Fund Activity

426 hedge funds and large institutions have $7.52B invested in Everest Group in 2020 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 149 increasing their positions, 157 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
-15
Holders Change %
-3.4%
% of All Funds
9.41%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
66
Increased
149
Reduced
157
Closed
75
Calls
$11.8M
Puts
$18.3M
Net Calls
-$6.54M
Net Calls Change
-$66M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$409M
2
Capital International Investors
Capital International Investors
California
$248M
3
Boston Partners
Boston Partners
Massachusetts
$419M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$84.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
$897M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$96.3M
2
VVP
Vulcan Value Partners
Alabama
$96.8M
3
SOMRS
State of Michigan Retirement System
Michigan
$24.9M
4
Pzena Investment Management
Pzena Investment Management
New York
$0
5
ZDA
Zweig-DiMenna Associates
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CBT
51
Capital Bank & Trust
California
$20.3M +$3.51M +18,240 +21%
GAI
52
General American Investors
New York
$20.2M – – –
ESCM
53
Echo Street Capital Management
New York
$19.8M +$4.93M +25,634 +33%
VRS
54
Virginia Retirement Systems
Virginia
$18.9M – – –
PI
55
PGGM Investments
Netherlands
$18.3M +$7.25M +37,667 +66%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$18.1M +$1.7M +8,810 +10%
Ameriprise
57
Ameriprise
Minnesota
$17.8M +$3.48M +18,080 +24%
Morgan Stanley
58
Morgan Stanley
New York
$16.8M -$2.03M -10,551 -11%
State of Wisconsin Investment Board
59
State of Wisconsin Investment Board
Wisconsin
$16.3M +$1.41M +7,325 +9%
FCM
60
Frontier Capital Management
Massachusetts
$16.1M -$292K -1,520 -2%
T. Rowe Price Associates
61
T. Rowe Price Associates
Maryland
$16M +$1.23M +6,406 +8%
Schroder Investment Management Group
62
Schroder Investment Management Group
United Kingdom
$15.6M +$7.66M +40,348 +97%
Neuberger Berman Group
63
Neuberger Berman Group
New York
$15.5M +$15.3M +79,659 +7,196%
AG
64
Aperio Group
California
$15.5M -$2.93M -15,251 -16%
Balyasny Asset Management
65
Balyasny Asset Management
Illinois
$14.8M +$14.8M +76,974 New
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$13.6M +$1.49M +7,744 +12%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$13.6M +$501K +2,605 +4%
ACA
68
Anchor Capital Advisors
Massachusetts
$13.4M -$403K -2,093 -3%
Zurich Cantonal Bank
69
Zurich Cantonal Bank
Switzerland
$12.8M -$143K -741 -1%
DSA
70
Davis Selected Advisers
Arizona
$12.2M -$6.9M -35,847 -36%
Jacobs Levy Equity Management
71
Jacobs Levy Equity Management
New Jersey
$11.9M -$15.2M -78,774 -56%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$11.9M -$616K -3,200 -5%
Principal Financial Group
73
Principal Financial Group
Iowa
$11.6M +$70.6K +367 +0.6%
HSBC Holdings
74
HSBC Holdings
United Kingdom
$10.6M +$91.1K +469 +0.9%
RJA
75
Raymond James & Associates
Florida
$10.3M +$1.76M +9,123 +21%
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