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Everest Group
EG

Overview Fund Activity

430 hedge funds and large institutions have $7.48B invested in Everest Group in 2020 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 139 increasing their positions, 179 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+8
Holders Change %
+1.9%
% of All Funds
8.7%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
48
Increased
139
Reduced
179
Closed
35
Calls
$15M
Puts
$17.5M
Net Calls
-$2.51M
Net Calls Change
-$11.8M

Top Buyers

1
SAM
Southeastern Asset Management
Tennessee
$79.1M
2
Capital International Investors
Capital International Investors
California
$405M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$134M
4
Viking Global Investors
Viking Global Investors
Connecticut
$130M
5
WRF
Waddell & Reed Financial
Kansas
$29M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
$145M
2
ESCM
Echo Street Capital Management
New York
$3.26M
3
Vanguard Group
Vanguard Group
Pennsylvania
$868M
4
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$27M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$1.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$20.5M – – –
Wells Fargo
52
Wells Fargo
California
$19.6M -$4.08M -20,651 -17%
Mitsubishi UFJ Trust & Banking
53
Mitsubishi UFJ Trust & Banking
Japan
$18.9M -$1.15M -5,810 -6%
PI
54
PGGM Investments
Netherlands
$18.8M – – –
RCAMU
55
Rothschild & Co Asset Management US
Connecticut
$18.4M -$3.47M -17,590 -16%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$18.2M -$2.13M -10,800 -10%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$16.9M -$802K -4,061 -5%
State of Wisconsin Investment Board
58
State of Wisconsin Investment Board
Wisconsin
$16.1M -$318K -1,610 -2%
Jacobs Levy Equity Management
59
Jacobs Levy Equity Management
New Jersey
$15.6M +$178K +899 +1%
T. Rowe Price Associates
60
T. Rowe Price Associates
Maryland
$14.7M -$493K -2,497 -3%
Renaissance Technologies
61
Renaissance Technologies
New York
$14.6M -$5.04M -25,525 -26%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$14.2M +$51K +258 +0.4%
FCM
63
Frontier Capital Management
Massachusetts
$13.7M -$889K -4,499 -6%
APG Asset Management
64
APG Asset Management
Netherlands
$13.1M +$2.45M +14,552 +23%
New York State Teachers Retirement System (NYSTRS)
65
New York State Teachers Retirement System (NYSTRS)
New York
$13M +$296K +1,499 +2%
Zurich Cantonal Bank
66
Zurich Cantonal Bank
Switzerland
$13M +$709K +3,587 +6%
RJA
67
Raymond James & Associates
Florida
$12.6M +$552K +2,795 +5%
SI
68
Scout Investments
Missouri
$12.6M +$338K +1,713 +3%
Principal Financial Group
69
Principal Financial Group
Iowa
$12.6M +$627K +3,175 +5%
DSA
70
Davis Selected Advisers
Arizona
$12.5M -$375K -1,900 -3%
HSBC Holdings
71
HSBC Holdings
United Kingdom
$12.5M +$1.07M +5,374 +9%
ACA
72
Anchor Capital Advisors
Massachusetts
$12.5M +$222K +1,123 +2%
Mackenzie Financial
73
Mackenzie Financial
Ontario, Canada
$12.4M -$259K -1,311 -2%
TH
74
TCTC Holdings
Texas
$12M – – –
WHG
75
Westwood Holdings Group
Texas
$12M -$2.97M -15,053 -20%
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