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Everest Group
EG

Overview Fund Activity

667 hedge funds and large institutions have $14.2B invested in Everest Group in 2025 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 230 increasing their positions, 253 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
667
Holders Change
-18
Holders Change %
-2.63%
% of All Funds
9.06%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
83
Increased
230
Reduced
253
Closed
89
Calls
$107M
Puts
$109M
Net Calls
-$1.66M
Net Calls Change
-$18.9M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$320M
2
First Trust Advisors
First Trust Advisors
Illinois
+$159M
3
VVP
Vulcan Value Partners
Alabama
+$127M
4
UBS Group
UBS Group
Switzerland
+$50M
5
PL
Perpetual Ltd
Australia
+$37.9M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
-$171M
2
Millennium Management
Millennium Management
New York
-$101M
3
Franklin Resources
Franklin Resources
California
-$57.7M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$55.4M
5
BNP Paribas Asset Management
BNP Paribas Asset Management
France
-$53.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFM
126
Fisher Funds Management
New Zealand
$10.5M – – –
Qube Research & Technologies (QRT)
127
Qube Research & Technologies (QRT)
United Kingdom
$10.5M +$6.34M +17,460 +154%
ClearBridge Investments
128
ClearBridge Investments
New York
$10.4M +$79.2K +218 +0.8%
WA
129
Waverly Advisors
Alabama
$10.4M +$10.4M +28,634 New
Mercer Global Advisors
130
Mercer Global Advisors
Colorado
$10.3M -$2.34M -6,432 -18%
KK
131
KLP Kapitalforvaltning
Norway
$10.2M +$4.87M +13,400 +92%
GT
132
Glenmede Trust
Pennsylvania
$10.1M -$461K -1,270 -4%
LPL Financial
133
LPL Financial
California
$9.89M -$1.74M -4,780 -15%
Cerity Partners
134
Cerity Partners
New York
$9.5M -$598K -1,647 -6%
BGIM
135
Brandywine Global Investment Management
Pennsylvania
$9.46M +$4.94M +13,607 +110%
Twin Tree Management
136
Twin Tree Management
Texas
$9.44M -$6.32M -17,403 -40%
Bank of Nova Scotia
137
Bank of Nova Scotia
Ontario, Canada
$9.37M -$32.2M -88,700 -77%
Manulife (Manufacturers Life Insurance)
138
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.3M -$1.97M -5,418 -17%
Mitsubishi UFJ Trust & Banking
139
Mitsubishi UFJ Trust & Banking
Japan
$9.28M -$1.4M -3,859 -13%
State of Wisconsin Investment Board
140
State of Wisconsin Investment Board
Wisconsin
$9.05M -$686K -1,889 -7%
Pictet Asset Management
141
Pictet Asset Management
Switzerland
$9M +$427K +1,174 +5%
Corient Private Wealth
142
Corient Private Wealth
Florida
$8.98M -$588K -1,618 -6%
EF
143
Empowered Funds
Pennsylvania
$8.73M -$2.04M -5,604 -19%
LIA
144
LS Investment Advisors
Michigan
$8.57M -$152K -417 -2%
Tudor Investment Corp
145
Tudor Investment Corp
Connecticut
$8.54M +$7.94M +21,859 +1,335%
GC
146
Gillson Capital
Illinois
$8.36M -$13.1M -35,940 -61%
DC
147
Davenport & Co
Virginia
$8.31M +$1.22M +3,344 +17%
QCM
148
Quantinno Capital Management
New York
$8.29M +$4.08M +11,218 +97%
Zurich Cantonal Bank
149
Zurich Cantonal Bank
Switzerland
$8.28M -$197K -543 -2%
IMRF
150
Illinois Municipal Retirement Fund
Illinois
$8.28M +$2.84M +7,830 +52%
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