EG icon

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 %
Chevy Chase Trust
151
Chevy Chase Trust
Maryland
$8.22M +$16.4K +45 +0.2%
MIM
152
MetLife Investment Management
New Jersey
$8.15M +$3.91M +10,749 +92%
Toronto Dominion Bank
153
Toronto Dominion Bank
Ontario, Canada
$8.11M -$248K -682 -3%
NAAA
154
New Age Alpha Advisors
New York
$8.01M -$930K -2,560 -10%
Artisan Partners
155
Artisan Partners
Wisconsin
$7.66M +$2.84M +7,819 +59%
APG Asset Management
156
APG Asset Management
Netherlands
$7.64M -$67.3K -200 -0.9%
Treasurer of the State of North Carolina
157
Treasurer of the State of North Carolina
North Carolina
$7.06M +$3.63K +10 +0.1%
VOYA Investment Management
158
VOYA Investment Management
Georgia
$6.94M +$71.2K +196 +1%
Susquehanna International Group
159
Susquehanna International Group
Pennsylvania
$6.93M -$6.79M -18,695 -49%
Wells Fargo
160
Wells Fargo
California
$6.9M +$219K +603 +3%
Ohio Public Employees Retirement System (OPERS)
161
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.79M -$1.18M -3,261 -15%
Lazard Asset Management
162
Lazard Asset Management
New York
$6.74M -$3.54M -9,747 -34%
Asset Management One
163
Asset Management One
Japan
$6.68M +$184K +506 +3%
N
164
Numerai
California
$6.61M +$1.66M +4,564 +34%
Stifel Financial
165
Stifel Financial
Missouri
$6.54M -$48.7K -134 -0.7%
Capital Fund Management (CFM)
166
Capital Fund Management (CFM)
France
$6.42M -$2.99M -8,235 -32%
SSA
167
Schonfeld Strategic Advisors
New York
$6.39M -$1.49M -4,091 -19%
DFG
168
Dupree Financial Group
Kentucky
$6.14M +$6.14M +16,911 New
RFC
169
Regions Financial Corp
Alabama
$6.01M -$8.74M -24,053 -59%
NI
170
Nuance Investments
Missouri
$5.96M -$1.3M -3,578 -18%
CHAM
171
Clear Harbor Asset Management
Connecticut
$5.95M -$84.7K -233 -1%
Two Sigma Investments
172
Two Sigma Investments
New York
$5.94M -$47.4M -130,535 -89%
MFS
173
Mirabella Financial Services
United Kingdom
$5.9M +$5.9M +16,230 New
MSV
174
MN Services Vermogensbeheer
Netherlands
$5.74M -$799K -2,200 -12%
PFSRSONJ
175
Police & Firemen's Retirement System of New Jersey
New Jersey
$5.63M +$18.5K +51 +0.3%
5 6
7
8 9