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Everest Group
EG

Overview Fund Activity

660 hedge funds and large institutions have $14.4B invested in Everest Group in 2023 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 255 increasing their positions, 196 reducing their positions, and 38 closing their positions.

Holders
660
Holders Change
+79
Holders Change %
+13.6%
% of All Funds
9.68%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.21%
New
122
Increased
255
Reduced
196
Closed
38
Calls
$26.6M
Puts
$76.1M
Net Calls
-$49.5M
Net Calls Change
-$19.3M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$458M
2
BlackRock
2
BlackRock
New York
$1.35B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$751M
4
AssetMark Inc
4
AssetMark Inc
California
$106M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$264M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$40.9M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$164M
3
Boston Partners
3
Boston Partners
Massachusetts
$328M
4
Franklin Resources
4
Franklin Resources
California
$373M
5
ECU
5
Egerton Capital (UK)
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
51
Goldman Sachs
New York
$44.4M 125,667 -51,323 -29%
SSA
52
Schonfeld Strategic Advisors
New York
$41.5M 117,351 -20,024 -15%
Millennium Management
53
Millennium Management
New York
$41.1M 116,332 +15,271 +15%
BNP Paribas Asset Management
54
BNP Paribas Asset Management
France
$41.1M 116,204 +54,365 +88%
Victory Capital Management
55
Victory Capital Management
Texas
$40.9M 115,576 -624,894 -84%
Deutsche Bank
56
Deutsche Bank
Germany
$40.5M 114,680 +573 +0.5%
Sumitomo Mitsui Trust Group
57
Sumitomo Mitsui Trust Group
Japan
$40M 113,107 +586 +0.5%
Fidelity International
58
Fidelity International
Bermuda
$39.7M 112,149 -20,751 -16%
JIC
59
Johnson Investment Counsel
Ohio
$39.4M 111,380 +102,988 +1,227%
APG Asset Management
60
APG Asset Management
Netherlands
$38.3M 119,764 +29,342 +32%
SFM
61
Systematic Financial Management
New Jersey
$36.5M 103,325 +7,544 +8%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$36.5M 103,163 +38,360 +59%
ZDA
63
Zweig-DiMenna Associates
New York
$35.5M 100,410 +2,240 +2%
Citadel Advisors
64
Citadel Advisors
Florida
$35.5M 100,408 -42,543 -30%
CCMG
65
Clark Capital Management Group
Pennsylvania
$35.4M 100,120 +100,120 New
Caisse de Depot et Placement du Quebec (CDPQ)
66
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$34.8M 98,436 +28,481 +41%
SEI Investments
67
SEI Investments
Pennsylvania
$33.5M 94,753 -14,567 -13%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$32.5M 91,061 -12,806 -12%
Allspring Global Investments
69
Allspring Global Investments
North Carolina
$31.8M 89,965 +39,049 +77%
TD Asset Management
70
TD Asset Management
Ontario, Canada
$31.8M 89,814 +48,698 +118%
MAM
71
Martingale Asset Management
Massachusetts
$31.7M 89,677 -6,727 -7%
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$30.3M 85,588 +62,885 +277%
Jacobs Levy Equity Management
73
Jacobs Levy Equity Management
New Jersey
$30.1M 85,015 -175 -0.2%
UBS Group
74
UBS Group
Switzerland
$30M 84,887 +20,727 +32%
Squarepoint
75
Squarepoint
New York
$29.6M 83,636 +7,827 +10%
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