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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 Holding Trade Value Shares
Change 		Shares
Change %
RG
76
Renaissance Group
Kentucky
$28.9M -$634K -1,792 -2%
RhumbLine Advisers
77
RhumbLine Advisers
Massachusetts
$28.9M -$1.19M -3,357 -4%
Renaissance Technologies
78
Renaissance Technologies
New York
$28.4M +$27.5M +77,700 +2,988%
JPMorgan Chase & Co
79
JPMorgan Chase & Co
New York
$28.3M +$5.99M +16,935 +27%
CS
80
Credit Suisse
Switzerland
$28.1M +$2.08M +5,877 +8%
American Century Companies
81
American Century Companies
Missouri
$27.9M +$5.61M +15,872 +25%
IP
82
Interval Partners
New York
$27.3M -$2.76M -7,805 -9%
CRM
83
Cramer Rosenthal McGlynn
Connecticut
$26.6M -$6.85M -19,381 -21%
Mariner
84
Mariner
Kansas
$25.1M +$23.5M +66,348 +1,452%
T. Rowe Price Associates
85
T. Rowe Price Associates
Maryland
$24.2M +$552K +1,561 +2%
SO
86
STRS Ohio
Ohio
$24M -$5.75M -16,273 -19%
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$23.8M +$81K +229 +0.3%
Mitsubishi UFJ Trust & Banking
88
Mitsubishi UFJ Trust & Banking
Japan
$22.8M +$9.44M +26,710 +70%
HSBC Holdings
89
HSBC Holdings
United Kingdom
$22.5M -$53.5M -151,951 -70%
EIP
90
Epoch Investment Partners
New York
$22.4M -$2.08M -5,893 -9%
Citigroup
91
Citigroup
New York
$21.7M +$4.68M +13,248 +28%
TH
92
TCTC Holdings
Texas
$21.5M – – –
GC
93
Gillson Capital
Illinois
$21.4M -$11.8M -33,468 -36%
Toronto Dominion Bank
94
Toronto Dominion Bank
Ontario, Canada
$21.4M +$3.66M +10,354 +21%
SI
95
Scout Investments
Missouri
$21.4M -$8.35M -23,626 -28%
New York State Teachers Retirement System (NYSTRS)
96
New York State Teachers Retirement System (NYSTRS)
New York
$19.9M -$510K -1,443 -3%
Russell Investments Group
97
Russell Investments Group
United Kingdom
$19.8M +$2.01M +5,679 +11%
First Trust Advisors
98
First Trust Advisors
Illinois
$19.6M +$13.6M +38,469 +226%
Wells Fargo
99
Wells Fargo
California
$19.6M +$13.1M +36,939 +201%
Capital Fund Management (CFM)
100
Capital Fund Management (CFM)
France
$19.4M +$1.75M +4,937 +10%
2 3
4
5 6