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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 %
Holocene Advisors
176
Holocene Advisors
New York
$5.48M +$1.06M +2,916 +24%
Ensign Peak Advisors
177
Ensign Peak Advisors
Utah
$5.41M -$378K -1,039 -7%
VDBMI
178
Van Den Berg Management I
Texas
$5.31M +$417K +1,148 +9%
Nomura Asset Management
179
Nomura Asset Management
Japan
$5.22M +$535K +1,472 +11%
Credit Agricole
180
Credit Agricole
France
$5.2M +$87.2K +240 +2%
IP
181
Interval Partners
New York
$5.19M +$5.19M +14,271 New
Skandinaviska Enskilda Banken (SEB)
182
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.17M +$1.34M +3,682 +35%
OC
183
Oppenheimer & Co
New York
$5.14M -$1.06M -2,924 -17%
Rafferty Asset Management
184
Rafferty Asset Management
New York
$5.12M -$393K -1,083 -7%
Federated Hermes
185
Federated Hermes
Pennsylvania
$5.05M +$738K +2,031 +17%
EGM
186
Engineers Gate Manager
New York
$4.96M +$4.96M +13,662 New
PCM
187
Prana Capital Management
Connecticut
$4.9M -$30.5M -83,809 -86%
RAM
188
Resona Asset Management
Japan
$4.88M +$298K +821 +7%
State of Tennessee, Department of Treasury
189
State of Tennessee, Department of Treasury
Tennessee
$4.86M -$108K -297 -2%
Capstone Investment Advisors
190
Capstone Investment Advisors
New York
$4.84M +$4.15M +11,418 +602%
Nisa Investment Advisors
191
Nisa Investment Advisors
Missouri
$4.78M -$421K -1,160 -8%
PI
192
PGGM Investments
Netherlands
$4.76M – – –
State of New Jersey Common Pension Fund D
193
State of New Jersey Common Pension Fund D
New Jersey
$4.75M -$631K -1,738 -12%
SOMRS
194
State of Michigan Retirement System
Michigan
$4.69M – – –
Mariner
195
Mariner
Kansas
$4.65M -$1.34M -3,700 -22%
ASRS
196
Arizona State Retirement System
Arizona
$4.52M -$50.9K -140 -1%
KBC Group
197
KBC Group
Belgium
$4.52M -$16.8M -46,131 -79%
MYIA
198
Mount Yale Investment Advisors
Colorado
$4.42M -$82.1K -226 -2%
Macquarie Group
199
Macquarie Group
Australia
$4.35M +$283K +780 +7%
MPM
200
Meritage Portfolio Management
Kansas
$4.35M -$29.1K -80 -0.7%
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