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Everest Group

663 hedge funds and large institutions have $12B invested in Everest Group in 2026 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 240 increasing their positions, 252 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

5% less repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 252

6% less call options, than puts

Call options by funds: $42.8M | Put options by funds: $45.4M

7% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 83

3% less funds holding

Funds holding: 683663 (-20)

3% less ownership

Funds ownership: 93.72%90.72% (-3%)

10% less capital invested

Capital invested by funds: $13.3B → $12B (-$1.36B)

Holders
663
Holders Change
-20
Holders Change %
-2.93%
% of All Funds
8.17%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
77
Increased
240
Reduced
252
Closed
83
Calls
$42.8M
Puts
$45.4M
Net Calls
-$2.58M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
ASRS
201
Arizona State Retirement System
Arizona
$3.73M -$20.7K -63 -0.5%
OIA
202
OneDigital Investment Advisors
Kansas
$3.72M -$54K -164 -1%
CNB
203
Czech National Bank
Czech Republic
$3.62M +$5.27K +16 +0.1%
Natixis Advisors
204
Natixis Advisors
Massachusetts
$3.6M -$41.5K -126 -1%
CAPTRUST Financial Advisors
205
CAPTRUST Financial Advisors
North Carolina
$3.59M -$561K -1,705 -13%
NEI
206
Northwest & Ethical Investments
Ontario, Canada
$3.48M -$1.58M -4,786 -31%
Bessemer Group
207
Bessemer Group
New Jersey
$3.4M +$13.8K +42 +0.4%
AM
208
AGF Management
Ontario, Canada
$3.36M +$191K +580 +6%
Mercer Global Advisors
209
Mercer Global Advisors
Colorado
$3.29M -$2.02M -6,136 -38%
JC
210
JB Capital
Connecticut
$3.26M +$176K +536 +6%
Rafferty Asset Management
211
Rafferty Asset Management
New York
$3.23M -$960K -2,918 -23%
CIBC Asset Management
212
CIBC Asset Management
Ontario, Canada
$3.21M -$29.3K -89 -0.9%
SC
213
Sepio Capital
Utah
$3.19M +$1.14M +3,460 +55%
US Bancorp
214
US Bancorp
Minnesota
$3.18M -$20.1K -61 -0.6%
OAC
215
OMERS Administration Corp
Ontario, Canada
$3.12M +$411K +1,248 +15%
COPPSERS
216
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.1M -$93.1K -283 -3%
VOYA Investment Management
217
VOYA Investment Management
Georgia
$2.97M -$75.7K -230 -2%
MYIA
218
Mount Yale Investment Advisors
Colorado
$2.95M +$2.67M +8,118 +898%
GHAM
219
Gilman Hill Asset Management
Connecticut
$2.86M +$395K +1,201 +16%
Macquarie Group
220
Macquarie Group
Australia
$2.84M +$230K +700 +9%
Retirement Systems of Alabama
221
Retirement Systems of Alabama
Alabama
$2.82M -$94.5K -287 -3%
DnB Asset Management
222
DnB Asset Management
Norway
$2.76M +$232K +705 +9%
Canada Pension Plan Investment Board
223
Canada Pension Plan Investment Board
Ontario, Canada
$2.76M -$2.38M -7,242 -46%
FC
224
FCA Corp
Texas
$2.74M +$115K +348 +4%
ProShare Advisors
225
ProShare Advisors
Maryland
$2.71M -$238K -722 -8%