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Everest Group
EG

Overview Fund Activity

430 hedge funds and large institutions have $7.48B invested in Everest Group in 2020 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 139 increasing their positions, 179 reducing their positions, and 35 closing their positions.

Holders
430
Holders Change
+8
Holders Change %
+1.9%
% of All Funds
8.7%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
48
Increased
139
Reduced
179
Closed
35
Calls
$15M
Puts
$17.5M
Net Calls
-$2.51M
Net Calls Change
-$11.8M

Top Buyers

1
SAM
1
Southeastern Asset Management
Tennessee
$79.1M
2
Capital International Investors
2
Capital International Investors
California
$405M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$134M
4
Viking Global Investors
4
Viking Global Investors
Connecticut
$130M
5
WRF
5
Waddell & Reed Financial
Kansas
$29M

Top Sellers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$145M
2
ESCM
2
Echo Street Capital Management
New York
$3.26M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$868M
4
BCPEMI
4
Bain Capital Public Equity Management II
Massachusetts
$27M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$1.12M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$868M 4,393,918 -165,388 -4%
BlackRock
2
BlackRock
New York
$821M 4,157,428 -62,148 -1%
Boston Partners
3
Boston Partners
Massachusetts
$440M 2,227,747 +68,858 +3%
Capital International Investors
4
Capital International Investors
California
$405M 2,052,026 +339,038 +20%
State Street
5
State Street
Massachusetts
$374M 1,895,744 -47,494 -2%
Franklin Resources
6
Franklin Resources
California
$275M 1,391,663 +4,385 +0.3%
CIP
7
Champlain Investment Partners
Vermont
$239M 1,207,675 +10,240 +0.9%
Victory Capital Management
8
Victory Capital Management
Texas
$233M 1,181,487 -14,636 -1%
LSV Asset Management
9
LSV Asset Management
Illinois
$205M 1,035,873 -110,134 -10%
AllianceBernstein
10
AllianceBernstein
Tennessee
$166M 837,853 +68,742 +9%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$158M 798,476 +11,434 +1%
AQR Capital Management
12
AQR Capital Management
Connecticut
$145M 735,831 -412,664 -36%
Lord, Abbett & Co
13
Lord, Abbett & Co
New Jersey
$134M 676,473 +246,214 +57%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$131M 663,783 -28,678 -4%
Viking Global Investors
15
Viking Global Investors
Connecticut
$130M 660,231 +242,008 +58%
Northern Trust
16
Northern Trust
Illinois
$94.2M 476,918 -14,681 -3%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$92.3M 466,969 +21,713 +5%
Norges Bank
18
Norges Bank
Norway
$86.8M 439,259 +1,120 +0.3%
SAM
19
Southeastern Asset Management
Tennessee
$79.1M 400,518 +400,518 New
Nuveen Asset Management
20
Nuveen Asset Management
Illinois
$74.8M 378,419 +16,927 +5%
Legal & General Group
21
Legal & General Group
United Kingdom
$68.8M 348,408 +4,389 +1%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$68.1M 344,790 +87,680 +34%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$67.9M 343,662 +35,433 +11%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$65.8M 333,319 -7,785 -2%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$64.4M 322,093 -8,326 -3%
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