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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 %
OC
176
Oppenheimer & Co
New York
$6.19M +$3.92M +10,814 +173%
ET
177
Equitable Trust
Tennessee
$6.16M +$3.04M +8,398 +98%
LA
178
Lifeworks Advisors
Michigan
$6.15M +$1.7M +4,694 +38%
CHAM
179
Clear Harbor Asset Management
Connecticut
$6.02M -$21.4K -59 -0.4%
Mariner
180
Mariner
Kansas
$5.98M -$18.1M -50,034 -75%
WG
181
Winton Group
United Kingdom
$5.84M +$5.84M +16,119 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
182
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.8M +$3.08M +8,500 +113%
Ensign Peak Advisors
183
Ensign Peak Advisors
Utah
$5.78M -$282K -779 -5%
PFSRSONJ
184
Police & Firemen's Retirement System of New Jersey
New Jersey
$5.6M +$5.6M +15,437 New
Rafferty Asset Management
185
Rafferty Asset Management
New York
$5.5M +$182K +503 +3%
IMRF
186
Illinois Municipal Retirement Fund
Illinois
$5.42M -$6.83M -18,849 -56%
State of New Jersey Common Pension Fund D
187
State of New Jersey Common Pension Fund D
New Jersey
$5.37M -$114K -315 -2%
KK
188
KLP Kapitalforvaltning
Norway
$5.31M +$5.31M +14,641 New
Nisa Investment Advisors
189
Nisa Investment Advisors
Missouri
$5.19M -$3.8M -10,494 -42%
Credit Agricole
190
Credit Agricole
France
$5.1M +$602K +1,662 +13%
D.E. Shaw & Co
191
D.E. Shaw & Co
New York
$5.09M +$5.09M +14,050 New
State of Tennessee, Department of Treasury
192
State of Tennessee, Department of Treasury
Tennessee
$4.96M -$2.21M -6,098 -31%
N
193
Numerai
California
$4.94M +$4.94M +13,619 New
VDBMI
194
Van Den Berg Management I
Texas
$4.88M +$14.5K +40 +0.3%
ProShare Advisors
195
ProShare Advisors
Maryland
$4.82M +$531K +1,465 +12%
Artisan Partners
196
Artisan Partners
Wisconsin
$4.81M +$4.81M +13,267 New
JFG
197
Jefferies Financial Group
New York
$4.77M +$4.77M +13,162 New
PI
198
PGGM Investments
Netherlands
$4.75M – – –
SOMRS
199
State of Michigan Retirement System
Michigan
$4.68M +$36.2K +100 +0.8%
Nomura Asset Management
200
Nomura Asset Management
Japan
$4.67M +$35.9K +99 +0.8%
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