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Everest Group

662 hedge funds and large institutions have $13.4B invested in Everest Group in 2025 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 229 increasing their positions, 248 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

8% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 248

2.27% less ownership

Funds ownership: 93.9%91.62% (-2.3%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
662
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$112M
Puts
$36M
Net Calls
Net Calls Change

Top Sellers

1 -$95.6M
2 -$76.5M
3 -$57.3M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$55.8M
5
BlackRock
BlackRock
New York
-$35.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TD Asset Management
101
TD Asset Management
Ontario, Canada
$16.1M
Pathstone Holdings
102
Pathstone Holdings
New Jersey
$15.8M
American Century Companies
103
American Century Companies
Missouri
$15.4M
ET
104
Equitable Trust
Tennessee
$15.4M
Universal-Beteiligungs- und Servicegesellschaft
105
Universal-Beteiligungs- und Servicegesellschaft
Germany
$15.4M
Cerity Partners
106
Cerity Partners
New York
$15.3M
Canada Life
107
Canada Life
Manitoba, Canada
$14.9M
LIP
108
Lighthouse Investment Partners
Florida
$14.8M
New York State Teachers Retirement System (NYSTRS)
109
New York State Teachers Retirement System (NYSTRS)
New York
$14.2M
CCP
110
Clough Capital Partners
Massachusetts
$14.1M
DSA
111
Davis Selected Advisers
Arizona
$13.8M
National Pension Service
112
National Pension Service
South Korea
$13.6M
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$13.6M
Royal London Asset Management
114
Royal London Asset Management
United Kingdom
$13.6M
FCM
115
Frontier Capital Management
Massachusetts
$13.3M
MGP
116
M&G plc
United Kingdom
$13.3M
HSBC Holdings
117
HSBC Holdings
United Kingdom
$13M
Swedbank
118
Swedbank
Sweden
$13M
Capital Fund Management (CFM)
119
Capital Fund Management (CFM)
France
$12.8M
SPS
120
Susquehanna Portfolio Strategies
Pennsylvania
$12.1M
Aberdeen Group
121
Aberdeen Group
United Kingdom
$12.1M
Aviva
122
Aviva
United Kingdom
$11.8M
NI
123
Nuance Investments
Missouri
$11.7M
DekaBank Deutsche Girozentrale
124
DekaBank Deutsche Girozentrale
Germany
$11.7M
VF
125
Vest Financial
Virginia
$11.5M