EG icon

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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$223M
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$0
3
BCPEMI
3
Bain Capital Public Equity Management II
Massachusetts
$57.7M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$9.76M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIM
151
INTECH Investment Management
Florida
$9.38M -$12M -30,126 -56%
N
152
Natixis
France
$9.34M +$7.91M +19,887 +552%
FTIS
153
First Trust Investment Solutions
Florida
$8.67M -$312K -784 -3%
LPL Financial
154
LPL Financial
California
$8.53M +$1.95M +4,895 +30%
Pictet Asset Management
155
Pictet Asset Management
Switzerland
$8.36M -$558K -1,404 -6%
SIA
156
Sit Investment Associates
Minnesota
$8.3M -$1.94M -4,887 -19%
Royal London Asset Management
157
Royal London Asset Management
United Kingdom
$8.29M +$1.12M +2,809 +16%
ERSOT
158
Employees Retirement System of Texas
Texas
$8.25M – – –
BA
159
Bridgewater Associates
Connecticut
$8.08M -$19.9K -50 -0.2%
LG
160
Leuthold Group
Minnesota
$7.45M -$48.9K -123 -0.7%
PP
161
Prudential plc
United Kingdom
$7.37M -$451K -1,134 -6%
Credit Agricole
162
Credit Agricole
France
$7.25M +$3.01M +8,345 +71%
Corient Private Wealth
163
Corient Private Wealth
Florida
$7.11M -$913K -2,296 -11%
VOYA Investment Management
164
VOYA Investment Management
Georgia
$7.08M -$13.4M -33,732 -65%
BCPE
165
Bain Capital Public Equity
Massachusetts
$7.05M -$3.69M -9,288 -34%
Ensign Peak Advisors
166
Ensign Peak Advisors
Utah
$7.02M -$5.06M -12,734 -42%
NVIM
167
New Vernon Investment Management
Illinois
$6.96M – – –
MSV
168
MN Services Vermogensbeheer
Netherlands
$6.96M -$874K -2,200 -11%
MIF
169
Mediolanum International Funds
Ireland
$6.81M +$6.81M +17,213 New
FRAF
170
Första AP-fonden
Sweden
$6.8M +$3.86M +9,700 +131%
FAF
171
Fjarde Ap-fonden
Sweden
$6.67M -$278K -700 -4%
SG Americas Securities
172
SG Americas Securities
New York
$6.58M +$4.66M +11,729 +243%
SGDR
173
SPX Gestao de Recursos
Brazil
$6.55M +$6.55M +16,480 New
Nisa Investment Advisors
174
Nisa Investment Advisors
Missouri
$6.4M +$330K +830 +5%
Asset Management One
175
Asset Management One
Japan
$6.37M -$368K -925 -5%
5 6
7
8 9