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Everest Group
EG

Overview Fund Activity

661 hedge funds and large institutions have $14.4B invested in Everest Group in 2023 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 255 increasing their positions, 197 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+79
Holders Change %
+13.57%
% of All Funds
9.69%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.21%
New
122
Increased
255
Reduced
197
Closed
38
Calls
$26.6M
Puts
$76.1M
Net Calls
-$49.5M
Net Calls Change
-$19.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$458M
2
BlackRock
BlackRock
New York
$1.35B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$751M
4
AssetMark Inc
AssetMark Inc
California
$106M
5
AQR Capital Management
AQR Capital Management
Connecticut
$264M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$40.9M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$164M
3
Boston Partners
Boston Partners
Massachusetts
$328M
4
Franklin Resources
Franklin Resources
California
$373M
5
ECU
Egerton Capital (UK)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAF
151
Andra AP-fonden
Sweden
$9.55M +$1.2M +3,400 +14%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
152
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9.5M +$7.73M +21,861 +437%
BCMO
153
Buckingham Capital Management (Ohio)
Ohio
$9.49M +$212K +600 +2%
State of Tennessee, Department of Treasury
154
State of Tennessee, Department of Treasury
Tennessee
$9.44M -$10.2M -28,881 -52%
Fuller & Thaler Asset Management
155
Fuller & Thaler Asset Management
California
$9.43M +$2.93M +8,286 +45%
ACM
156
Aquatic Capital Management
Illinois
$9.42M +$8.56M +24,200 +992%
Allianz Asset Management
157
Allianz Asset Management
Germany
$9.37M -$86.6K -245 -0.9%
Walleye Capital
158
Walleye Capital
New York
$9.25M +$2.57M +7,264 +38%
SIA
159
Sit Investment Associates
Minnesota
$9.11M +$141K +400 +2%
Skandinaviska Enskilda Banken (SEB)
160
Skandinaviska Enskilda Banken (SEB)
Sweden
$8.84M +$5.81M +16,439 +192%
Aviva
161
Aviva
United Kingdom
$8.82M +$997K +2,820 +13%
IG
162
ING Group
Netherlands
$8.69M +$8.67M +24,520 +38,313%
Chevy Chase Trust
163
Chevy Chase Trust
Maryland
$8.58M -$43.5K -123 -0.5%
Aberdeen Group
164
Aberdeen Group
United Kingdom
$8.54M +$3.18M +9,003 +59%
State of New Jersey Common Pension Fund D
165
State of New Jersey Common Pension Fund D
New Jersey
$8.52M – – –
IMRF
166
Illinois Municipal Retirement Fund
Illinois
$8.52M +$553K +1,565 +7%
LIA
167
LS Investment Advisors
Michigan
$8.43M -$316K -895 -4%
ZP
168
Zimmer Partners
New York
$8.27M -$31.5M -89,100 -79%
Nordea Investment Management
169
Nordea Investment Management
Sweden
$8.06M +$7.03M +19,943 +681%
Cerity Partners
170
Cerity Partners
New York
$8.06M +$7.26M +20,531 +912%
FTIS
171
First Trust Investment Solutions
Florida
$7.99M +$7.99M +22,607 New
Teacher Retirement System of Texas
172
Teacher Retirement System of Texas
Texas
$7.98M +$1.58M +4,470 +25%
Pictet Asset Management
173
Pictet Asset Management
Switzerland
$7.93M +$56.6K +160 +0.7%
BF
174
BOK Financial
Oklahoma
$7.37M -$7.07K -20 -0.1%
ERSOT
175
Employees Retirement System of Texas
Texas
$7.33M -$604K -1,708 -8%
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