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Everest Group
EG

Overview Fund Activity

634 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, 265 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
-27
Holders Change %
-4.08%
% of All Funds
9.19%
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
265
Closed
92
Calls
$41.1M
Puts
$65.4M
Net Calls
-$24.3M
Net Calls Change
+$25.1M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.59B
2
Boston Partners
Boston Partners
Massachusetts
$476M
3
KBC Group
KBC Group
Belgium
$124M
4
AQR Capital Management
AQR Capital Management
Connecticut
$403M
5
Franklin Resources
Franklin Resources
California
$510M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$223M
2
Viking Global Investors
Viking Global Investors
Connecticut
$0
3
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$57.7M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$9.76M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
State Board of Administration of Florida Retirement System
126
State Board of Administration of Florida Retirement System
Florida
$13.1M -$2.97M -8,299 -18%
NEI
127
Northwest & Ethical Investments
Ontario, Canada
$13.1M -$343K -862 -3%
CCP
128
Clough Capital Partners
Massachusetts
$13M +$13M +32,799 New
GT
129
Glenmede Trust
Pennsylvania
$12.5M -$317K -798 -2%
SDIC
130
South Dakota Investment Council
South Dakota
$12.5M +$12.5M +31,394 New
Treasurer of the State of North Carolina
131
Treasurer of the State of North Carolina
North Carolina
$12.3M +$977K +2,459 +9%
TAIM
132
Te Ahumairangi Investment Management
New Zealand
$12.2M +$731K +1,840 +6%
NI
133
NFC Investments
Tennessee
$12.1M -$80.7K -203 -0.7%
State of Wisconsin Investment Board
134
State of Wisconsin Investment Board
Wisconsin
$12M -$1.56M -3,925 -12%
Tudor Investment Corp
135
Tudor Investment Corp
Connecticut
$11.6M +$11.6M +29,234 New
BCMO
136
Buckingham Capital Management (Ohio)
Ohio
$11.1M +$436K +1,096 +4%
Nordea Investment Management
137
Nordea Investment Management
Sweden
$10.9M +$1.75M +4,400 +19%
Cerity Partners
138
Cerity Partners
New York
$10.4M +$1.36M +3,411 +15%
CS
139
Candriam SCA
Luxembourg
$10.3M -$7.03M -17,676 -40%
State of Tennessee, Department of Treasury
140
State of Tennessee, Department of Treasury
Tennessee
$10.2M -$442K -1,112 -4%
SGI
141
Summit Global Investments
Utah
$10.1M +$1.92M +4,826 +24%
Canada Pension Plan Investment Board
142
Canada Pension Plan Investment Board
Ontario, Canada
$10M -$9.31M -23,420 -48%
PFMOSF
143
Philadelphia Financial Management of San Francisco
California
$9.94M -$8.54M -21,482 -46%
Toronto Dominion Bank
144
Toronto Dominion Bank
Ontario, Canada
$9.91M -$14.1M -35,495 -59%
Balyasny Asset Management
145
Balyasny Asset Management
Illinois
$9.76M -$79.6M -200,185 -89%
Aberdeen Group
146
Aberdeen Group
United Kingdom
$9.66M +$60.8K +153 +0.6%
IMRF
147
Illinois Municipal Retirement Fund
Illinois
$9.64M +$60.4K +152 +0.6%
State of New Jersey Common Pension Fund D
148
State of New Jersey Common Pension Fund D
New Jersey
$9.58M – – –
Chevy Chase Trust
149
Chevy Chase Trust
Maryland
$9.57M -$79.1K -199 -0.8%
LIA
150
LS Investment Advisors
Michigan
$9.5M +$27K +68 +0.3%
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