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Everest Group
EG

Overview Fund Activity

575 hedge funds and large institutions have $13B invested in Everest Group in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 197 increasing their positions, 209 reducing their positions, and 39 closing their positions.

Holders
575
Holders Change
+22
Holders Change %
+3.98%
% of All Funds
9.21%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
71
Increased
197
Reduced
209
Closed
39
Calls
$26M
Puts
$22.5M
Net Calls
+$3.51M
Net Calls Change
+$26M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$170M
2
Westfield Capital Management
2
Westfield Capital Management
Massachusetts
$50.1M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$94.7M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$96.4M
5
CRM
5
Cramer Rosenthal McGlynn
Connecticut
$34.9M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$582M
2
Man Group
2
Man Group
United Kingdom
$65.8M
3
NI
3
Nuance Investments
Missouri
$14.7M
4
MHI
4
Miller Howard Investments
New York
$0
5
Franklin Resources
5
Franklin Resources
California
$371M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.75B 4,886,457 +28,784 +0.6%
BlackRock
2
BlackRock
New York
$1.05B 2,942,743 +43,371 +1%
State Street
3
State Street
Massachusetts
$633M 1,767,906 -103,987 -6%
Boston Partners
4
Boston Partners
Massachusetts
$582M 1,623,762 -472,328 -23%
Victory Capital Management
5
Victory Capital Management
Texas
$422M 1,177,599 -105,673 -8%
Franklin Resources
6
Franklin Resources
California
$371M 1,036,374 -118,121 -10%
CIP
7
Champlain Investment Partners
Vermont
$359M 1,003,305 -94,765 -9%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$334M 932,629 -93,508 -9%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$297M 832,278 +15,356 +2%
AGA
10
Altrinsic Global Advisors
Connecticut
$256M 714,877 -13,783 -2%
LSV Asset Management
11
LSV Asset Management
Illinois
$237M 663,237 -28,170 -4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$236M 660,553 +54,805 +9%
Nuveen Asset Management
13
Nuveen Asset Management
Illinois
$234M 654,319 -67,575 -9%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$229M 640,023 -17,505 -3%
Los Angeles Capital Management
15
Los Angeles Capital Management
California
$204M 568,726 -24,031 -4%
AllianceBernstein
16
AllianceBernstein
Tennessee
$195M 545,602 +86,359 +19%
BCPEMI
17
Bain Capital Public Equity Management II
Massachusetts
$182M 508,082 +11,666 +2%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$170M 474,322 +413,644 +682%
Morgan Stanley
19
Morgan Stanley
New York
$158M 442,517 +11,513 +3%
Norges Bank
20
Norges Bank
Norway
$151M 421,396 +7,182 +2%
ECU
21
Egerton Capital (UK)
United Kingdom
$146M 406,646 -42,655 -9%
AQR Capital Management
22
AQR Capital Management
Connecticut
$144M 401,590 +3,637 +0.9%
Northern Trust
23
Northern Trust
Illinois
$143M 398,550 +567 +0.1%
Balyasny Asset Management
24
Balyasny Asset Management
Illinois
$133M 372,868 +32,380 +10%
Invesco
25
Invesco
Georgia
$132M 367,494 -79,580 -18%
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