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Everest Group
EG

Overview Fund Activity

441 hedge funds and large institutions have $10.8B invested in Everest Group in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 138 increasing their positions, 180 reducing their positions, and 37 closing their positions.

Holders
441
Holders Change
+5
Holders Change %
+1.15%
% of All Funds
8.71%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
53
Increased
138
Reduced
180
Closed
37
Calls
$70.8M
Puts
$11.3M
Net Calls
+$59.5M
Net Calls Change
+$91.3M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$238M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$555M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$75.9M
4
Franklin Resources
4
Franklin Resources
California
$403M
5
Victory Capital Management
5
Victory Capital Management
Texas
$200M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$362M
2
Boston Partners
2
Boston Partners
Massachusetts
$511M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$17.5M
4
PI
4
PGGM Investments
Netherlands
$15.9M
5
SI
5
Scout Investments
Missouri
$11.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.26B 4,560,086 +55,614 +1%
BlackRock
2
BlackRock
New York
$1.19B 4,295,295 +114,516 +3%
State Street
3
State Street
Massachusetts
$589M 2,128,654 +14,311 +0.7%
AQR Capital Management
4
AQR Capital Management
Connecticut
$555M 2,003,530 +298,563 +18%
Boston Partners
5
Boston Partners
Massachusetts
$511M 1,846,046 -232,780 -11%
Franklin Resources
6
Franklin Resources
California
$403M 1,455,219 +271,720 +23%
AllianceBernstein
7
AllianceBernstein
Tennessee
$362M 1,309,308 -332,621 -20%
LSV Asset Management
8
LSV Asset Management
Illinois
$284M 1,025,181 -66,060 -6%
VVP
9
Vulcan Value Partners
Alabama
$282M 1,020,284 -95,879 -9%
CIP
10
Champlain Investment Partners
Vermont
$277M 1,001,590 +2,540 +0.3%
Capital International Investors
11
Capital International Investors
California
$238M 859,252 +574,385 +202%
Victory Capital Management
12
Victory Capital Management
Texas
$200M 722,094 +233,643 +48%
Invesco
13
Invesco
Georgia
$194M 701,301 -41,327 -6%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$190M 687,569 +33,726 +5%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$177M 637,590 +35,211 +6%
EARNEST Partners
16
EARNEST Partners
Georgia
$159M 572,948 -11,463 -2%
Northern Trust
17
Northern Trust
Illinois
$140M 504,143 +8,879 +2%
Goldman Sachs
18
Goldman Sachs
New York
$130M 468,448 +22,812 +5%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$117M 422,934 -10,917 -3%
Norges Bank
20
Norges Bank
Norway
$117M 421,490 – –
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$114M 411,592 +34,875 +9%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$94.2M 340,305 -662 -0.2%
Legal & General Group
23
Legal & General Group
United Kingdom
$90.8M 328,069 -792 -0.2%
SOMRS
24
State of Michigan Retirement System
Michigan
$87.7M 316,900 +100 +0%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$86.2M 311,489 -20,677 -6%
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