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Everest Group

663 hedge funds and large institutions have $12B invested in Everest Group in 2026 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 240 increasing their positions, 252 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

5% less repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 252

6% less call options, than puts

Call options by funds: $42.8M | Put options by funds: $45.4M

7% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 83

3% less funds holding

Funds holding: 683663 (-20)

3% less ownership

Funds ownership: 93.72%90.72% (-3%)

10% less capital invested

Capital invested by funds: $13.3B → $12B (-$1.36B)

Holders
663
Holders Change
-20
Holders Change %
-2.93%
% of All Funds
8.17%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
77
Increased
240
Reduced
252
Closed
83
Calls
$42.8M
Puts
$45.4M
Net Calls
-$2.58M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PL
51
Perpetual Ltd
Australia
$43.1M +$5.9M +17,933 +16%
GAI
52
General American Investors
New York
$42.2M
SEI Investments
53
SEI Investments
Pennsylvania
$41.7M +$4.71M +14,314 +13%
DRZID
54
DePrince Race & Zollo Inc (DRZ)
Florida
$41.6M +$1.91M +5,798 +5%
BNP Paribas Financial Markets
55
BNP Paribas Financial Markets
France
$41.6M -$1.79M -5,452 -4%
Swiss National Bank
56
Swiss National Bank
Switzerland
$40.3M +$2.73M +8,280 +7%
First Trust Advisors
57
First Trust Advisors
Illinois
$39.9M +$20.4M +61,955 +103%
SFM
58
Systematic Financial Management
New Jersey
$39.2M +$1.26M +3,826 +3%
SAM
59
SEB Asset Management
$36.6M +$36.9M +112,024 New
Jane Street
60
Jane Street
New York
$35.3M +$4.65M +14,134 +15%
HF
61
HRT Financial
New York
$34.4M +$20.9M +63,406 +151%
JP Morgan Chase
62
JP Morgan Chase
New York
$34M +$12.2M +37,082 +54%
SDIC
63
South Dakota Investment Council
South Dakota
$33.3M +$2.69M +8,170 +9%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$32.7M -$1.52M -4,605 -4%
Sumitomo Mitsui Trust Group
65
Sumitomo Mitsui Trust Group
Japan
$31.5M +$260K +791 +0.8%
SAM
66
Storebrand Asset Management
Norway
$31.4M +$3.83M +11,631 +14%
VGA
67
Vanguard Global Advisers
Pennsylvania
$31.2M +$31.4M +95,435 New
Mitsubishi UFJ Asset Management
68
Mitsubishi UFJ Asset Management
Japan
$31.1M +$2.62M +7,956 +9%
T. Rowe Price Associates
69
T. Rowe Price Associates
Maryland
$31M -$48.1K -146 -0.2%
California Public Employees Retirement System
70
California Public Employees Retirement System
California
$30.7M -$4.16M -12,645 -12%
VAM
71
Vanguard Asset Management
$27.7M +$27.9M +84,706 New
Russell Investments Group
72
Russell Investments Group
United Kingdom
$26.5M +$3.34M +10,150 +14%
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$26.3M -$666K -2,024 -2%
DZ Bank
74
DZ Bank
Germany
$25.9M +$19M +57,697 +268%
QCM
75
Quantinno Capital Management
New York
$24.4M +$13.2M +40,181 +117%