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Everest Group
EG

Overview Fund Activity

575 hedge funds and large institutions have $13.6B invested in Everest Group in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 215 increasing their positions, 197 reducing their positions, and 74 closing their positions.

Holders
575
Holders Change
–
Holders Change %
0%
% of All Funds
9.07%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
76
Increased
215
Reduced
197
Closed
74
Calls
$37.4M
Puts
$62.8M
Net Calls
-$25.4M
Net Calls Change
-$28.9M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$641M
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$355M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.82B
4
BlackRock
4
BlackRock
New York
$1.09B
5
ZP
5
Zimmer Partners
New York
$81.2M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$15.1M
2
Boston Partners
2
Boston Partners
Massachusetts
$432M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$204M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$36.8M
5
Millennium Management
5
Millennium Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.82B 5,323,607 +437,150 +9%
BlackRock
2
BlackRock
New York
$1.09B 3,190,851 +248,108 +8%
State Street
3
State Street
Massachusetts
$650M 1,900,254 +132,348 +7%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$641M 1,873,762 +1,609,137 +608%
Boston Partners
5
Boston Partners
Massachusetts
$432M 1,264,687 -359,075 -22%
Franklin Resources
6
Franklin Resources
California
$421M 1,230,501 +194,127 +19%
Victory Capital Management
7
Victory Capital Management
Texas
$398M 1,164,001 -13,598 -1%
Viking Global Investors
8
Viking Global Investors
Connecticut
$355M 1,038,182 +1,038,182 New
CIP
9
Champlain Investment Partners
Vermont
$344M 1,005,900 +2,595 +0.3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$315M 924,843 +92,565 +11%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$291M 850,736 +190,183 +29%
AGA
12
Altrinsic Global Advisors
Connecticut
$265M 775,556 +60,679 +8%
Nuveen Asset Management
13
Nuveen Asset Management
Illinois
$260M 760,481 +106,162 +16%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$204M 597,660 -334,969 -36%
Norges Bank
15
Norges Bank
Norway
$204M 595,800 +174,404 +41%
LSV Asset Management
16
LSV Asset Management
Illinois
$194M 566,209 -97,028 -15%
Invesco
17
Invesco
Georgia
$182M 533,054 +165,560 +45%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$182M 532,216 -107,807 -17%
AllianceBernstein
19
AllianceBernstein
Tennessee
$171M 499,954 -45,648 -8%
BCPEMI
20
Bain Capital Public Equity Management II
Massachusetts
$158M 462,548 -45,534 -9%
Los Angeles Capital Management
21
Los Angeles Capital Management
California
$149M 436,905 -131,821 -23%
Morgan Stanley
22
Morgan Stanley
New York
$147M 430,729 -11,788 -3%
Northern Trust
23
Northern Trust
Illinois
$142M 416,397 +17,847 +4%
AQR Capital Management
24
AQR Capital Management
Connecticut
$139M 407,553 +5,963 +1%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$132M 385,864 -88,458 -19%
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