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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 Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$19.3M 54,697 -9,404 -15%
IIM
102
INTECH Investment Management
Florida
$19M 53,722 +11,671 +28%
Principal Financial Group
103
Principal Financial Group
Iowa
$18.7M 52,935 +893 +2%
VOYA Investment Management
104
VOYA Investment Management
Georgia
$18.2M 51,552 +8,824 +21%
TC
105
TwinBeech Capital
New York
$18M 50,958 +50,958 New
Point72 Asset Management
106
Point72 Asset Management
Connecticut
$17.5M 49,485 -162,768 -77%
Manulife (Manufacturers Life Insurance)
107
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17.3M 48,979 +15,054 +44%
Canada Pension Plan Investment Board
108
Canada Pension Plan Investment Board
Ontario, Canada
$17.2M 48,600 +15,900 +49%
CSS
109
Cubist Systematic Strategies
Connecticut
$17.1M 48,398 -5,816 -11%
GWI
110
Grace & White Inc
New York
$16.7M 47,282 -200 -0.4%
Natixis Advisors
111
Natixis Advisors
Massachusetts
$16.7M 47,159 +7,112 +18%
MWM
112
Moran Wealth Management
Florida
$16.6M 46,994 +39,046 +491%
PFMOSF
113
Philadelphia Financial Management of San Francisco
California
$16.4M 46,480 +10,434 +29%
Lazard Asset Management
114
Lazard Asset Management
New York
$15.9M 45,048 -26,975 -37%
State Board of Administration of Florida Retirement System
115
State Board of Administration of Florida Retirement System
Florida
$15.9M 44,911 +5,254 +13%
Mitsubishi UFJ Asset Management
116
Mitsubishi UFJ Asset Management
Japan
$15.9M 43,553 +2,172 +5%
Axa
117
Axa
France
$15.6M 44,256 +42,117 +1,969%
KBC Group
118
KBC Group
Belgium
$15.6M 44,097 +16,870 +62%
BTW
119
Boston Trust Walden
Massachusetts
$15.5M 43,910 -234 -0.5%
CS
120
Candriam SCA
Luxembourg
$15.5M 43,708 -13,416 -23%
Mackenzie Financial
121
Mackenzie Financial
Ontario, Canada
$15.4M 43,686 +29,338 +204%
DSA
122
Davis Selected Advisers
Arizona
$14.8M 41,963 -1,692 -4%
Zurich Cantonal Bank
123
Zurich Cantonal Bank
Switzerland
$14.5M 40,998 -2,591 -6%
Pathstone Holdings
124
Pathstone Holdings
New Jersey
$14.2M 40,176 +40,176 New
Canada Life
125
Canada Life
Manitoba, Canada
$14.1M 40,204 +8,510 +27%
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5
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