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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 %
Capital Fund Management (CFM)
151
Capital Fund Management (CFM)
France
$9.39M -$2.44M -6,719 -21%
NAAA
152
New Age Alpha Advisors
New York
$8.92M +$8.92M +24,610 New
LIA
153
LS Investment Advisors
Michigan
$8.7M +$136K +375 +2%
ERSOT
154
Employees Retirement System of Texas
Texas
$8.61M – – –
Pictet Asset Management
155
Pictet Asset Management
Switzerland
$8.55M +$80.1K +221 +0.9%
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$8.46M -$4.54M -12,517 -35%
Toronto Dominion Bank
157
Toronto Dominion Bank
Ontario, Canada
$8.34M +$518K +1,430 +7%
Janney Montgomery Scott
158
Janney Montgomery Scott
Pennsylvania
$8.23M +$4.96M +13,687 +152%
Chevy Chase Trust
159
Chevy Chase Trust
Maryland
$8.19M -$235K -647 -3%
APG Asset Management
160
APG Asset Management
Netherlands
$8.02M -$27.7M -79,035 -78%
Ohio Public Employees Retirement System (OPERS)
161
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.96M +$902K +2,488 +13%
SSA
162
Schonfeld Strategic Advisors
New York
$7.85M +$625K +1,724 +9%
National Bank of Canada
163
National Bank of Canada
Quebec, Canada
$7.69M +$7.13M +19,662 +1,275%
Aberdeen Group
164
Aberdeen Group
United Kingdom
$7.36M -$1.08M -2,995 -13%
Allspring Global Investments
165
Allspring Global Investments
North Carolina
$7.35M -$1.53M -4,201 -17%
NI
166
Nuance Investments
Missouri
$7.24M +$7.24M +19,982 New
DC
167
Davenport & Co
Virginia
$7.06M +$4.52M +12,511 +178%
Treasurer of the State of North Carolina
168
Treasurer of the State of North Carolina
North Carolina
$7.04M +$32.6K +90 +0.5%
VOYA Investment Management
169
VOYA Investment Management
Georgia
$6.85M +$493K +1,361 +8%
Wells Fargo
170
Wells Fargo
California
$6.67M +$2.67M +7,372 +67%
Stifel Financial
171
Stifel Financial
Missouri
$6.58M +$5M +13,794 +317%
MSV
172
MN Services Vermogensbeheer
Netherlands
$6.52M +$362K +1,000 +6%
Asset Management One
173
Asset Management One
Japan
$6.44M +$564K +1,567 +10%
LG
174
Leuthold Group
Minnesota
$6.33M -$203K -560 -3%
SGI
175
Summit Global Investments
Utah
$6.22M -$7.32M -20,205 -54%
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