EG icon

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 Market Value Shares Shares
Change 		Shares
Change %
UBS Group
76
UBS Group
Switzerland
$26.6M 77,857 +27,614 +55%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$25.8M 73,108 -2,919 -4%
MCM
78
Moore Capital Management
New York
$25.2M 73,585 +26,280 +56%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$24.8M 72,486 -8,564 -11%
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$23.9M 69,908 +4,356 +7%
Caisse de Depot et Placement du Quebec (CDPQ)
81
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$23.7M 69,350 +11,467 +20%
CS
82
Credit Suisse
Switzerland
$23.4M 68,537 -1,244 -2%
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$23.4M 68,316 -2,554 -4%
TC
84
TwinBeech Capital
New York
$23.1M 67,548 +67,548 New
T. Rowe Price Associates
85
T. Rowe Price Associates
Maryland
$22.9M 66,948 +5,783 +9%
TH
86
TCTC Holdings
Texas
$20.8M 60,850 +50 +0.1%
Zurich Cantonal Bank
87
Zurich Cantonal Bank
Switzerland
$20.4M 59,725 +7,137 +14%
A
88
AustralianSuper
Australia
$19.8M 58,018 -38,699 -40%
New York State Teachers Retirement System (NYSTRS)
89
New York State Teachers Retirement System (NYSTRS)
New York
$19.7M 57,645 +497 +0.9%
State of Wisconsin Investment Board
90
State of Wisconsin Investment Board
Wisconsin
$19.6M 57,462 +36,701 +177%
Russell Investments Group
91
Russell Investments Group
United Kingdom
$19M 55,585 -5,479 -9%
New York State Common Retirement Fund
92
New York State Common Retirement Fund
New York
$18.7M 54,806 -5,436 -9%
Tudor Investment Corp
93
Tudor Investment Corp
Connecticut
$18.6M 54,288 +17,472 +47%
JPMorgan Chase & Co
94
JPMorgan Chase & Co
New York
$17.6M 51,548 +1,482 +3%
Principal Financial Group
95
Principal Financial Group
Iowa
$17.5M 51,185 +3,142 +7%
GCM
96
Ghisallo Capital Management
Massachusetts
$17.1M 50,000 +50,000 New
GWI
97
Grace & White Inc
New York
$16.3M 47,707 – –
American Century Companies
98
American Century Companies
Missouri
$16.3M 47,682 -20,952 -31%
Capital Fund Management (CFM)
99
Capital Fund Management (CFM)
France
$16.3M 47,585 +16,229 +52%
IIM
100
INTECH Investment Management
Florida
$15.7M 46,008 -16,847 -27%
2 3
4
5 6