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Everest Group
EG

Overview Fund Activity

633 hedge funds and large institutions have $16.1B invested in Everest Group in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 216 increasing their positions, 264 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
-27
Holders Change %
-4.09%
% of All Funds
9.18%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
70
Increased
216
Reduced
264
Closed
92
Calls
$41.1M
Puts
$65.4M
Net Calls
-$24.3M
Net Calls Change
+$25.1M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.59B
2
Boston Partners
2
Boston Partners
Massachusetts
$476M
3
KBC Group
3
KBC Group
Belgium
$124M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$403M
5
Franklin Resources
5
Franklin Resources
California
$510M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$223M
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$0
3
BCPEMI
3
Bain Capital Public Equity Management II
Massachusetts
$57.7M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$9.76M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
Adage Capital Partners
51
Adage Capital Partners
Massachusetts
$48.7M -$11.8M -29,600 -19%
Jacobs Levy Equity Management
52
Jacobs Levy Equity Management
New Jersey
$46.9M +$13.1M +33,077 +39%
Sumitomo Mitsui Trust Group
53
Sumitomo Mitsui Trust Group
Japan
$44M -$987K -2,482 -2%
Robeco Institutional Asset Management
54
Robeco Institutional Asset Management
Netherlands
$43.4M -$23.2M -58,364 -35%
Fidelity International
55
Fidelity International
Bermuda
$42.5M -$2.07M -5,195 -5%
Man Group
56
Man Group
United Kingdom
$40.8M -$36.9M -92,770 -47%
SFM
57
Systematic Financial Management
New Jersey
$40.3M -$808K -2,033 -2%
Allspring Global Investments
58
Allspring Global Investments
North Carolina
$39.4M +$3.68M +9,250 +10%
UBS Group
59
UBS Group
Switzerland
$38.9M +$5.19M +13,067 +15%
Schroder Investment Management Group
60
Schroder Investment Management Group
United Kingdom
$38.2M -$24.7M -62,030 -39%
ZDA
61
Zweig-DiMenna Associates
New York
$37.9M -$2.05M -5,166 -5%
SEI Investments
62
SEI Investments
Pennsylvania
$37.8M +$158K +397 +0.4%
CCMG
63
Clark Capital Management Group
Pennsylvania
$36.9M -$2.92M -7,357 -7%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$36.8M -$4.16M -10,477 -10%
American Century Companies
65
American Century Companies
Missouri
$36.8M +$5.35M +13,450 +17%
Millennium Management
66
Millennium Management
New York
$35.4M -$10.8M -27,249 -23%
TD Asset Management
67
TD Asset Management
Ontario, Canada
$34.7M -$1.02M -2,577 -3%
RG
68
Renaissance Group
Kentucky
$33.3M +$834K +2,099 +3%
SSA
69
Schonfeld Strategic Advisors
New York
$32.8M -$13.9M -34,870 -30%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$32.4M -$71.2K -179 -0.2%
Mariner
71
Mariner
Kansas
$32M +$3.8M +9,556 +13%
National Pension Service
72
National Pension Service
South Korea
$31.7M +$31.7M +79,746 New
T. Rowe Price Associates
73
T. Rowe Price Associates
Maryland
$31.1M +$3.86M +9,714 +14%
CS
74
Credit Suisse
Switzerland
$30.3M -$1.31M -3,293 -4%
Russell Investments Group
75
Russell Investments Group
United Kingdom
$28.7M +$6.38M +16,055 +29%
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