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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 %
HW
101
Hancock Whitney
Mississippi
$17M +$3.34M +8,402 +24%
ZP
102
Zimmer Partners
New York
$16.9M +$7.59M +19,100 +82%
Skandinaviska Enskilda Banken (SEB)
103
Skandinaviska Enskilda Banken (SEB)
Sweden
$16.9M +$6.93M +17,440 +70%
Allianz Asset Management
104
Allianz Asset Management
Germany
$16.6M +$6.08M +15,303 +58%
DSA
105
Davis Selected Advisers
Arizona
$16.4M -$300K -754 -2%
Natixis Advisors
106
Natixis Advisors
Massachusetts
$16.2M -$2.57M -6,474 -14%
Zurich Cantonal Bank
107
Zurich Cantonal Bank
Switzerland
$16.1M -$156K -392 -1%
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.6M -$3.87M -9,730 -20%
New York State Common Retirement Fund
109
New York State Common Retirement Fund
New York
$15.6M +$673K +1,694 +5%
Swedbank
110
Swedbank
Sweden
$15.1M +$2.94M +7,408 +24%
BTW
111
Boston Trust Walden
Massachusetts
$15.1M -$2.4M -6,047 -14%
Canada Life
112
Canada Life
Manitoba, Canada
$15M -$959K -2,411 -6%
Mackenzie Financial
113
Mackenzie Financial
Ontario, Canada
$14.9M -$2.46M -6,201 -14%
QCM
114
QRG Capital Management
Illinois
$14.5M +$247K +622 +2%
Two Sigma Investments
115
Two Sigma Investments
New York
$14.4M -$36.1M -90,847 -71%
Envestnet Asset Management
116
Envestnet Asset Management
Illinois
$14.3M -$60K -151 -0.4%
Renaissance Technologies
117
Renaissance Technologies
New York
$14.3M -$17.6M -44,400 -55%
Caisse de Depot et Placement du Quebec (CDPQ)
118
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$14.2M -$24.9M -62,740 -64%
BNP Paribas Financial Markets
119
BNP Paribas Financial Markets
France
$14M -$20M -50,386 -59%
Wells Fargo
120
Wells Fargo
California
$14M -$8.02M -20,172 -36%
LI
121
LMCG Investments
Massachusetts
$13.7M -$221K -556 -2%
RJA
122
Raymond James & Associates
Florida
$13.7M +$384K +966 +3%
Mercer Global Advisors
123
Mercer Global Advisors
Colorado
$13.6M +$301K +756 +2%
DekaBank Deutsche Girozentrale
124
DekaBank Deutsche Girozentrale
Germany
$13.4M +$1M +2,546 +8%
Fuller & Thaler Asset Management
125
Fuller & Thaler Asset Management
California
$13.2M +$2.65M +6,667 +25%
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