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Everest Group
EG

Overview Fund Activity

575 hedge funds and large institutions have $13.6B invested in Everest Group in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 215 increasing their positions, 197 reducing their positions, and 74 closing their positions.

Holders
575
Holders Change
–
Holders Change %
0%
% of All Funds
9.07%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
76
Increased
215
Reduced
197
Closed
74
Calls
$37.4M
Puts
$62.8M
Net Calls
-$25.4M
Net Calls Change
-$28.9M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$641M
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$355M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.82B
4
BlackRock
4
BlackRock
New York
$1.09B
5
ZP
5
Zimmer Partners
New York
$81.2M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$15.1M
2
Boston Partners
2
Boston Partners
Massachusetts
$432M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$204M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$36.8M
5
Millennium Management
5
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
51
Junto Capital Management
New York
$45.4M +$15.1M +44,170 +50%
GAI
52
General American Investors
New York
$44.2M – – –
RFC
53
Regions Financial Corp
Alabama
$44.1M -$10.2M -29,699 -19%
Schroder Investment Management Group
54
Schroder Investment Management Group
United Kingdom
$43.7M +$890K +2,603 +2%
Marshall Wace
55
Marshall Wace
United Kingdom
$43.6M +$31.6M +92,344 +263%
Allspring Global Investments
56
Allspring Global Investments
North Carolina
$40.4M +$16.4M +47,972 +68%
SEI Investments
57
SEI Investments
Pennsylvania
$39.9M -$6.85M -20,028 -15%
ESCM
58
Echo Street Capital Management
New York
$39.6M +$39.6M +115,883 New
SO
59
STRS Ohio
Ohio
$39M +$703K +2,055 +2%
Sumitomo Mitsui Trust Group
60
Sumitomo Mitsui Trust Group
Japan
$38.4M -$2.13M -6,237 -5%
Balyasny Asset Management
61
Balyasny Asset Management
Illinois
$36.8M -$90.6M -265,081 -71%
CRM
62
Cramer Rosenthal McGlynn
Connecticut
$34.2M +$905K +2,646 +3%
EIP
63
Epoch Investment Partners
New York
$33.7M -$9.29M -27,184 -22%
SFM
64
Systematic Financial Management
New Jersey
$33.4M -$911K -2,664 -3%
Jacobs Levy Equity Management
65
Jacobs Levy Equity Management
New Jersey
$33.3M -$1.27M -3,716 -4%
SSA
66
Schonfeld Strategic Advisors
New York
$32.9M -$14M -40,900 -30%
ZDA
67
Zweig-DiMenna Associates
New York
$32.6M +$2.26M +6,600 +7%
CHP
68
Castle Hook Partners
New York
$32.4M +$7.55M +22,084 +30%
Goldman Sachs
69
Goldman Sachs
New York
$29.7M +$5.72M +16,726 +24%
Deutsche Bank
70
Deutsche Bank
Germany
$29M -$55.7K -163 -0.2%
California Public Employees Retirement System
71
California Public Employees Retirement System
California
$28.7M -$265K -774 -0.9%
SI
72
Scout Investments
Missouri
$28.4M -$9.61M -26,355 -25%
APG Asset Management
73
APG Asset Management
Netherlands
$28.4M – – –
HSBC Holdings
74
HSBC Holdings
United Kingdom
$28M -$10.3M -30,373 -27%
Lazard Asset Management
75
Lazard Asset Management
New York
$26.8M -$11.6M -34,054 -30%
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