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Everest Group
EG

Overview Fund Activity

684 hedge funds and large institutions have $14.6B invested in Everest Group in 2024 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 259 increasing their positions, 240 reducing their positions, and 65 closing their positions.

Holders
684
Holders Change
+20
Holders Change %
+3.01%
% of All Funds
9.11%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
97
Increased
259
Reduced
240
Closed
65
Calls
$141M
Puts
$124M
Net Calls
+$17.2M
Net Calls Change
+$69.9M

Top Buyers

1
VVP
1
Vulcan Value Partners
Alabama
$355M
2
SCM
2
Sterling Capital Management
North Carolina
$101M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$68.9M
4
DSC
4
Donald Smith & Co
New York
$56.3M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$55.4M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$244M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$592M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$165M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$10.3M
5
BlackRock
5
BlackRock
New York
$1.29B
Name Market Value Shares Shares
Change 		Shares
Change %
HSBC Holdings
101
HSBC Holdings
United Kingdom
$17.4M 47,947 +5,101 +12%
A
102
AustralianSuper
Australia
$17.4M 47,993 +29,677 +162%
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$17.2M 47,386 -1,024 -2%
GWI
104
Grace & White Inc
New York
$17.1M 47,232 – –
TCM
105
Teza Capital Management
Illinois
$16.7M 46,107 +41,888 +993%
New York State Teachers Retirement System (NYSTRS)
106
New York State Teachers Retirement System (NYSTRS)
New York
$16.4M 45,307 -1,998 -4%
Pathstone Holdings
107
Pathstone Holdings
New Jersey
$16.2M 44,662 -216 -0.5%
BA
108
Bridgewater Associates
Connecticut
$16M 44,198 +16,901 +62%
Twin Tree Management
109
Twin Tree Management
Texas
$15.7M 43,394 +38,370 +764%
Fuller & Thaler Asset Management
110
Fuller & Thaler Asset Management
California
$14.9M 41,160 +5,404 +15%
RFC
111
Regions Financial Corp
Alabama
$14.7M 40,603 -84,433 -68%
Russell Investments Group
112
Russell Investments Group
United Kingdom
$14.4M 39,636 +9,915 +33%
DSA
113
Davis Selected Advisers
Arizona
$14.2M 39,212 +329 +0.8%
QCM
114
QRG Capital Management
Illinois
$14M 38,715 +150 +0.4%
New York State Common Retirement Fund
115
New York State Common Retirement Fund
New York
$14M 38,543 +8,212 +27%
Royal London Asset Management
116
Royal London Asset Management
United Kingdom
$13.9M 38,357 +184 +0.5%
Canada Life
117
Canada Life
Manitoba, Canada
$13.9M 38,264 +1,821 +5%
Los Angeles Capital Management
118
Los Angeles Capital Management
California
$13.7M 37,919 -63,824 -63%
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
$13.7M 37,781 -313 -0.8%
Swedbank
120
Swedbank
Sweden
$13.5M 37,242 +78 +0.2%
NEI
121
Northwest & Ethical Investments
Ontario, Canada
$12.9M 35,647 +65 +0.2%
TAIM
122
Te Ahumairangi Investment Management
New Zealand
$12.9M 35,580 -515 -1%
Mercer Global Advisors
123
Mercer Global Advisors
Colorado
$12.6M 34,790 -4,087 -11%
Universal-Beteiligungs- und Servicegesellschaft
124
Universal-Beteiligungs- und Servicegesellschaft
Germany
$12.6M 34,755 +34,755 New
Citigroup
125
Citigroup
New York
$12.6M 34,738 -17,224 -33%
3 4
5
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