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Everest Group
EG

Overview Fund Activity

685 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, 241 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
685
Holders Change
+20
Holders Change %
+3.01%
% of All Funds
9.12%
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
241
Closed
65
Calls
$141M
Puts
$124M
Net Calls
+$17.2M
Net Calls Change
+$69.9M

Top Buyers

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

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$244M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$592M
3
First Trust Advisors
First Trust Advisors
Illinois
$165M
4
ClearBridge Investments
ClearBridge Investments
New York
$10.3M
5
BlackRock
BlackRock
New York
$1.29B
Name Holding Trade Value Shares
Change 		Shares
Change %
LI
126
LMCG Investments
Massachusetts
$12.4M -$25.7K -71 -0.2%
DekaBank Deutsche Girozentrale
127
DekaBank Deutsche Girozentrale
Germany
$12.1M – – –
LPL Financial
128
LPL Financial
California
$11.6M +$3.14M +8,675 +37%
MIF
129
Mediolanum International Funds
Ireland
$11.5M +$3.11M +8,658 +37%
State Board of Administration of Florida Retirement System
130
State Board of Administration of Florida Retirement System
Florida
$11.3M +$1.05M +2,889 +10%
LIP
131
Lighthouse Investment Partners
Florida
$11.2M +$4.2M +11,577 +60%
Manulife (Manufacturers Life Insurance)
132
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.2M -$410K -1,130 -4%
NI
133
NFC Investments
Tennessee
$11M -$12.7K -35 -0.1%
Alyeska Investment Group
134
Alyeska Investment Group
Illinois
$10.9M +$10.9M +30,000 New
EF
135
Empowered Funds
Pennsylvania
$10.7M +$7.25M +20,011 +208%
Natixis Advisors
136
Natixis Advisors
Massachusetts
$10.7M +$1.14M +3,156 +12%
Mitsubishi UFJ Trust & Banking
137
Mitsubishi UFJ Trust & Banking
Japan
$10.7M -$1.27M -3,516 -11%
GT
138
Glenmede Trust
Pennsylvania
$10.5M -$259K -714 -2%
Thrivent Financial for Lutherans
139
Thrivent Financial for Lutherans
Minnesota
$10.5M -$287K -787 -3%
FFM
140
Fisher Funds Management
New Zealand
$10.4M +$10.4M +28,822 New
ClearBridge Investments
141
ClearBridge Investments
New York
$10.3M -$89.3M -246,294 -90%
Lazard Asset Management
142
Lazard Asset Management
New York
$10.3M -$12.5M -34,558 -55%
BCMO
143
Buckingham Capital Management (Ohio)
Ohio
$10.3M +$42K +116 +0.4%
Cerity Partners
144
Cerity Partners
New York
$10.1M +$848K +2,331 +9%
SCM
145
Sone Capital Management
New York
$9.84M +$9.84M +27,160 New
Korea Investment Corp
146
Korea Investment Corp
South Korea
$9.77M +$5.36M +14,800 +122%
State of Wisconsin Investment Board
147
State of Wisconsin Investment Board
Wisconsin
$9.71M -$3.18M -8,772 -25%
AAF
148
Andra AP-fonden
Sweden
$9.68M -$2.32M -6,400 -19%
Corient Private Wealth
149
Corient Private Wealth
Florida
$9.54M -$708K -1,954 -7%
Aviva
150
Aviva
United Kingdom
$9.44M +$4.83M +13,338 +105%
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