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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$223M
2
Viking Global Investors
Viking Global Investors
Connecticut
$0
3
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$57.7M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$9.76M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOACM
176
Mutual of America Capital Management
New York
$6.34M +$393K +989 +7%
MYIA
177
Mount Yale Investment Advisors
Colorado
$6.22M -$181K -456 -3%
CHAM
178
Clear Harbor Asset Management
Connecticut
$6.16M -$144K -363 -2%
RAM
179
Resona Asset Management
Japan
$6.1M +$6.1M +15,351 New
Rafferty Asset Management
180
Rafferty Asset Management
New York
$6.07M -$46.1K -116 -0.8%
Jane Street
181
Jane Street
New York
$5.86M +$628K +1,581 +12%
SAM
182
Shell Asset Management
Netherlands
$5.73M +$1.78M +4,669 +45%
SOADOR
183
State of Alaska Department of Revenue
Alaska
$5.6M -$940K -2,365 -14%
CWM
184
CIBC World Markets
New York
$5.54M +$1.54M +3,868 +38%
DFG
185
Dupree Financial Group
Kentucky
$5.45M -$2.78K -7 -0.1%
PI
186
PGGM Investments
Netherlands
$5.38M -$58.8K -148 -1%
BF
187
BOK Financial
Oklahoma
$5.3M -$2.99M -7,506 -36%
HighTower Advisors
188
HighTower Advisors
Illinois
$5.25M +$1.1M +2,776 +27%
Aviva
189
Aviva
United Kingdom
$5.15M -$4.76M -11,980 -48%
MPM
190
Meritage Portfolio Management
Kansas
$5.15M +$5.15M +12,943 New
FM
191
Foster & Motley
Ohio
$5.06M +$4.37K +11 +0.1%
SOMRS
192
State of Michigan Retirement System
Michigan
$5.05M – – –
BFG
193
Berger Financial Group
Minnesota
$5.01M +$5.01M +12,602 New
OIA
194
OneDigital Investment Advisors
Kansas
$4.92M +$161K +405 +3%
Osaic Holdings
195
Osaic Holdings
Arizona
$4.83M -$9.55M -24,026 -66%
ASRS
196
Arizona State Retirement System
Arizona
$4.74M +$1.99K +5 +0%
MLM
197
Mount Lucas Management
Pennsylvania
$4.72M -$413K -1,040 -8%
ProShare Advisors
198
ProShare Advisors
Maryland
$4.71M -$126K -318 -3%
Nomura Asset Management
199
Nomura Asset Management
Japan
$4.71M -$22.7K -57 -0.5%
AB
200
Amalgamated Bank
New York
$4.69M -$1.65M -4,153 -26%
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