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Everest Group
EG

Overview Fund Activity

509 hedge funds and large institutions have $9.52B invested in Everest Group in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 192 increasing their positions, 186 reducing their positions, and 60 closing their positions.

Holders
509
Holders Change
-18
Holders Change %
-3.42%
% of All Funds
8.8%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.24%
New
47
Increased
192
Reduced
186
Closed
60
Calls
$18.8M
Puts
$50.4M
Net Calls
-$31.6M
Net Calls Change
-$8.68M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$312M
2
Boston Partners
2
Boston Partners
Massachusetts
$682M
3
BCPEMI
3
Bain Capital Public Equity Management II
Massachusetts
$143M
4
Man Group
4
Man Group
United Kingdom
$38.3M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$48.7M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$0
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$136M
3
American Century Companies
3
American Century Companies
Missouri
$29.3M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$8.31M
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$160M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.29B 4,906,545 +55,341 +1%
BlackRock
2
BlackRock
New York
$738M 2,811,152 +8,589 +0.3%
Boston Partners
3
Boston Partners
Massachusetts
$682M 2,587,523 +181,309 +8%
State Street
4
State Street
Massachusetts
$494M 1,883,542 +9,863 +0.5%
Franklin Resources
5
Franklin Resources
California
$457M 1,740,954 +90,128 +5%
CIP
6
Champlain Investment Partners
Vermont
$325M 1,238,860 +22,175 +2%
Victory Capital Management
7
Victory Capital Management
Texas
$312M 1,188,259 +276,457 +30%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$279M 1,063,314 +444 +0%
AGA
9
Altrinsic Global Advisors
Connecticut
$222M 846,516 +53,195 +7%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$212M 808,862 +24,277 +3%
LSV Asset Management
11
LSV Asset Management
Illinois
$207M 787,518 +10,900 +1%
Invesco
12
Invesco
Georgia
$182M 693,663 -18,987 -3%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$181M 689,246 +17,518 +3%
Nuveen Asset Management
14
Nuveen Asset Management
Illinois
$171M 651,448 -3,687 -0.6%
Los Angeles Capital Management
15
Los Angeles Capital Management
California
$160M 608,735 -79,168 -12%
BCPEMI
16
Bain Capital Public Equity Management II
Massachusetts
$143M 543,148 +156,301 +40%
AQR Capital Management
17
AQR Capital Management
Connecticut
$136M 518,995 -162,944 -24%
Morgan Stanley
18
Morgan Stanley
New York
$108M 412,114 -52,728 -11%
Northern Trust
19
Northern Trust
Illinois
$106M 403,305 -3,107 -0.8%
Norges Bank
20
Norges Bank
Norway
$104M 395,660 -4,013 -1%
First Trust Advisors
21
First Trust Advisors
Illinois
$95.4M 363,367 +26,430 +8%
NI
22
Nuance Investments
Missouri
$86.1M 328,182 -46,536 -12%
Legal & General Group
23
Legal & General Group
United Kingdom
$84.6M 322,261 -26,043 -7%
Charles Schwab
24
Charles Schwab
California
$80.6M 307,181 +4,420 +1%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$79.4M 302,489 -24,524 -7%
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