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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
WP
126
Woodline Partners
California
$11.3M
LI
127
LMCG Investments
Massachusetts
$11.2M
EF
128
Empowered Funds
Pennsylvania
$11.2M
Toronto Dominion Bank
129
Toronto Dominion Bank
Ontario, Canada
$11.1M
Manulife (Manufacturers Life Insurance)
130
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.1M
Pictet Asset Management
131
Pictet Asset Management
Switzerland
$10.9M
QCM
132
Quantinno Capital Management
New York
$10.8M
Grantham, Mayo, Van Otterloo & Co (GMO)
133
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$10.8M
NI
134
NFC Investments
Tennessee
$10.7M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
135
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$10.4M
WA
136
Waverly Advisors
Alabama
$10.4M
ClearBridge Investments
137
ClearBridge Investments
New York
$10.3M
DFG
138
Dupree Financial Group
Kentucky
$10.3M
Allianz Asset Management
139
Allianz Asset Management
Germany
$10M
State of Wisconsin Investment Board
140
State of Wisconsin Investment Board
Wisconsin
$9.99M
PAM
141
Panagora Asset Management
Massachusetts
$9.95M
ERSOT
142
Employees Retirement System of Texas
Texas
$9.72M
D.E. Shaw & Co
143
D.E. Shaw & Co
New York
$9.48M
State Board of Administration of Florida Retirement System
144
State Board of Administration of Florida Retirement System
Florida
$9.44M
Osaic Holdings
145
Osaic Holdings
Arizona
$9.43M
EP
146
Edgestream Partners
New Jersey
$9.18M
National Bank of Canada
147
National Bank of Canada
Quebec, Canada
$9.17M
BGIM
148
Brandywine Global Investment Management
Pennsylvania
$9.02M
GIM
149
Glenmede Investment Management
Pennsylvania
$9.01M
Adage Capital Partners
150
Adage Capital Partners
Massachusetts
$8.99M