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Everest Group

663 hedge funds and large institutions have $12B invested in Everest Group in 2026 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 240 increasing their positions, 252 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

5% less repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 252

6% less call options, than puts

Call options by funds: $42.8M | Put options by funds: $45.4M

7% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 83

3% less funds holding

Funds holding: 683663 (-20)

3% less ownership

Funds ownership: 93.72%90.72% (-3%)

10% less capital invested

Capital invested by funds: $13.3B → $12B (-$1.36B)

Holders
663
Holders Change
-20
Holders Change %
-2.93%
% of All Funds
8.17%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
77
Increased
240
Reduced
252
Closed
83
Calls
$42.8M
Puts
$45.4M
Net Calls
-$2.58M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
NI
126
NFC Investments
Tennessee
$9.52M -$26K -79 -0.3%
American Century Companies
127
American Century Companies
Missouri
$9.29M -$318K -967 -3%
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$9.25M +$9.31M +28,298 New
CCP
129
Clough Capital Partners
Massachusetts
$8.99M -$118K -360 -1%
MIF
130
Mediolanum International Funds
Ireland
$8.9M -$308K -937 -3%
CBUSF
131
Construction & Building Unions Superannuation Fund
Australia
$8.89M +$8.95M +27,200 New
Manulife (Manufacturers Life Insurance)
132
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.83M -$1.02M -3,090 -10%
ADEF
133
Adams Diversified Equity Fund
Maryland
$8.82M +$8.89M +27,000 New
State Board of Administration of Florida Retirement System
134
State Board of Administration of Florida Retirement System
Florida
$8.8M -$7.24K -22 -0.1%
Fidelity International
135
Fidelity International
Bermuda
$8.62M -$12.2M -36,970 -58%
Bank of Nova Scotia
136
Bank of Nova Scotia
Ontario, Canada
$8.36M -$8.83M -26,835 -51%
Creative Planning
137
Creative Planning
Kansas
$8.03M +$3.44M +10,451 +74%
WA
138
Waverly Advisors
Alabama
$8.03M -$1.01M -3,057 -11%
Toronto Dominion Bank
139
Toronto Dominion Bank
Ontario, Canada
$8.01M -$2.26M -6,877 -22%
GT
140
Glenmede Trust
Pennsylvania
$7.94M -$320K -971 -4%
MIM
141
MetLife Investment Management
New Jersey
$7.88M -$195K -592 -2%
HA
142
Heartland Advisors
Wisconsin
$7.82M -$448K -1,362 -5%
Mitsubishi UFJ Trust & Banking
143
Mitsubishi UFJ Trust & Banking
Japan
$7.73M -$119K -363 -2%
CHAM
144
Clear Harbor Asset Management
Connecticut
$7.69M +$751K +2,281 +11%
National Bank of Canada
145
National Bank of Canada
Quebec, Canada
$7.67M +$84.6K +257 +1%
EP
146
Edgestream Partners
New Jersey
$7.57M +$1.2M +3,647 +19%
Arrowstreet Capital
147
Arrowstreet Capital
Massachusetts
$7.47M +$6.1M +18,534 +428%
SSA
148
Schonfeld Strategic Advisors
New York
$7.31M -$676K -2,054 -8%
GAM
149
Gotham Asset Management
New York
$7.18M +$3.07M +9,334 +74%
Daiwa Securities Group
150
Daiwa Securities Group
Japan
$7M +$251K +764 +4%