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Everest Group
EG

Overview Fund Activity

476 hedge funds and large institutions have $10.1B invested in Everest Group in 2021 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 152 increasing their positions, 161 reducing their positions, and 48 closing their positions.

Holders
476
Holders Change
+15
Holders Change %
+3.25%
% of All Funds
7.35%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
67
Increased
152
Reduced
161
Closed
48
Calls
$19.9M
Puts
$24.5M
Net Calls
-$4.6M
Net Calls Change
+$3.26M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$46.1M
2
SSA
2
Schonfeld Strategic Advisors
New York
$56.6M
3
AGA
3
Altrinsic Global Advisors
Connecticut
$227M
4
GC
4
Gillson Capital
Illinois
$39.5M
5
RFC
5
Regions Financial Corp
Alabama
$28.2M

Top Sellers

1
BlackRock
1
BlackRock
New York
$765M
2
California Public Employees Retirement System
2
California Public Employees Retirement System
California
$23.4M
3
APG Asset Management
3
APG Asset Management
Netherlands
$26.1M
4
Capital International Investors
4
Capital International Investors
California
$334M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$27.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.2B 4,391,743 -74,568 -2%
BlackRock
2
BlackRock
New York
$765M 2,792,385 -325,213 -10%
Boston Partners
3
Boston Partners
Massachusetts
$616M 2,250,498 -51,864 -2%
State Street
4
State Street
Massachusetts
$538M 1,963,593 +35,801 +2%
Franklin Resources
5
Franklin Resources
California
$516M 1,885,465 -10,394 -0.5%
Victory Capital Management
6
Victory Capital Management
Texas
$373M 1,360,641 -45,442 -3%
CIP
7
Champlain Investment Partners
Vermont
$336M 1,226,168 -7,095 -0.6%
Capital International Investors
8
Capital International Investors
California
$334M 1,219,979 -118,306 -9%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$295M 1,075,164 +18,242 +2%
NI
10
Nuance Investments
Missouri
$239M 873,845 -73,035 -8%
AGA
11
Altrinsic Global Advisors
Connecticut
$227M 827,274 +156,844 +23%
LSV Asset Management
12
LSV Asset Management
Illinois
$218M 794,548 -24,700 -3%
AllianceBernstein
13
AllianceBernstein
Tennessee
$212M 774,739 -69,190 -8%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$202M 740,467 -2,680 -0.4%
AQR Capital Management
15
AQR Capital Management
Connecticut
$195M 714,104 -7,632 -1%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$174M 634,427 -2,532 -0.4%
Los Angeles Capital Management
17
Los Angeles Capital Management
California
$163M 596,879 +1,164 +0.2%
Invesco
18
Invesco
Georgia
$158M 576,916 +31,404 +6%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$152M 553,751 -29,142 -5%
Norges Bank
20
Norges Bank
Norway
$118M 432,547 +7,650 +2%
Northern Trust
21
Northern Trust
Illinois
$115M 418,317 -10,242 -2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$94.8M 346,111 -33,744 -9%
First Trust Advisors
23
First Trust Advisors
Illinois
$90.1M 329,068 +28,859 +10%
Charles Schwab
24
Charles Schwab
California
$80.1M 292,421 +4,333 +2%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$79.6M 290,413 +94,681 +48%
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