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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.

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 %
MAM
76
Martingale Asset Management
Massachusetts
$28.2M -$7.41M -18,648 -21%
Qube Research & Technologies (QRT)
77
Qube Research & Technologies (QRT)
United Kingdom
$27M -$68.9M -173,307 -72%
Lazard Asset Management
78
Lazard Asset Management
New York
$26.9M +$9.01M +22,662 +50%
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$26.7M -$28.6K -72 -0.1%
TH
80
TCTC Holdings
Texas
$24.2M +$57.6K +145 +0.2%
Squarepoint
81
Squarepoint
New York
$24.2M -$9.02M -22,687 -27%
IP
82
Interval Partners
New York
$23.8M -$6.87M -17,283 -22%
WP
83
Woodline Partners
California
$22.4M +$22.4M +56,452 New
New York State Teachers Retirement System (NYSTRS)
84
New York State Teachers Retirement System (NYSTRS)
New York
$22.2M -$78.7K -198 -0.4%
SI
85
Scout Investments
Missouri
$22M -$2.06M -5,165 -9%
Principal Financial Group
86
Principal Financial Group
Iowa
$21.3M +$293K +737 +1%
HSBC Holdings
87
HSBC Holdings
United Kingdom
$21.1M -$4.26M -10,711 -17%
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$20.8M -$974K -2,450 -4%
Capital Fund Management (CFM)
89
Capital Fund Management (CFM)
France
$20.6M -$1.18M -2,979 -5%
Mitsubishi UFJ Asset Management
90
Mitsubishi UFJ Asset Management
Japan
$20.4M +$3.13M +7,872 +18%
DRZID
91
DePrince Race & Zollo Inc (DRZ)
Florida
$20.3M +$20.3M +51,031 New
AL
92
Arnhold LLC
New York
$19.9M +$19.9M +50,053 New
Mitsubishi UFJ Trust & Banking
93
Mitsubishi UFJ Trust & Banking
Japan
$19.8M -$5.89M -14,813 -23%
FCM
94
Frontier Capital Management
Massachusetts
$19.4M +$6.94M +17,448 +56%
Citigroup
95
Citigroup
New York
$19M -$5.38M -13,544 -22%
GWI
96
Grace & White Inc
New York
$18.8M – – –
MWM
97
Moran Wealth Management
Florida
$18.5M -$161K -404 -0.9%
Arrowstreet Capital
98
Arrowstreet Capital
Massachusetts
$18.5M +$15.2M +38,226 +467%
Pathstone Holdings
99
Pathstone Holdings
New Jersey
$17.2M +$1.2M +3,023 +8%
PP
100
Prospector Partners
Connecticut
$17.1M +$1.79M +4,500 +12%
2 3
4
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