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Everest Group

662 hedge funds and large institutions have $13.4B invested in Everest Group in 2025 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 229 increasing their positions, 248 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

8% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 248

2.27% less ownership

Funds ownership: 93.9%91.62% (-2.3%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
662
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$112M
Puts
$36M
Net Calls
Net Calls Change

Top Sellers

1 -$95.6M
2 -$76.5M
3 -$57.3M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$55.8M
5
BlackRock
BlackRock
New York
-$35.9M
Name Holding Trade Value Shares
Change
Change in
Stake
ASRS
201
Arizona State Retirement System
Arizona
$4.41M
SOMRS
202
State of Michigan Retirement System
Michigan
$4.35M
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$4.18M
GLA
204
Great Lakes Advisors
Illinois
$4.18M
TAF
205
Tredje AP-fonden
Sweden
$4.16M
LF
206
Lansforsakringar Fondforvaltning
Sweden
$4.11M
Canada Pension Plan Investment Board
207
Canada Pension Plan Investment Board
Ontario, Canada
$4.07M
OIA
208
OneDigital Investment Advisors
Kansas
$4.06M
II
209
IFM Investors
Australia
$3.94M
WCM
210
Wedge Capital Management
North Carolina
$3.85M
MPM
211
Meritage Portfolio Management
Kansas
$3.79M
GAM
212
Gotham Asset Management
New York
$3.77M
CNB
213
Czech National Bank
Czech Republic
$3.73M
COPPSERS
214
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.53M
CSP
215
Cary Street Partners
Virginia
$3.51M
Macquarie Group
216
Macquarie Group
Australia
$3.5M
JC
217
JB Capital
Connecticut
$3.37M
VOYA Investment Management
218
VOYA Investment Management
Georgia
$3.33M
AM
219
AGF Management
Ontario, Canada
$3.26M
Focus Partners Wealth
220
Focus Partners Wealth
Massachusetts
$3.18M
Public Sector Pension Investment Board (PSP Investments)
221
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.17M
ProShare Advisors
222
ProShare Advisors
Maryland
$3.15M
Retirement Systems of Alabama
223
Retirement Systems of Alabama
Alabama
$3.13M
FAF
224
Fjarde Ap-fonden
Sweden
$3.11M
X
225
Xponance
Pennsylvania
$3.11M