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Everest Group
EG

Overview Fund Activity

581 hedge funds and large institutions have $15B invested in Everest Group in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 220 increasing their positions, 205 reducing their positions, and 61 closing their positions.

Holders
581
Holders Change
+6
Holders Change %
+1.04%
% of All Funds
9.27%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
71
Increased
220
Reduced
205
Closed
61
Calls
$49.2M
Puts
$79.4M
Net Calls
-$30.1M
Net Calls Change
-$4.79M

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$98M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$124M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$199M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$106M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$336M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$275M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$6.33M
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$300M
4
Man Group
4
Man Group
United Kingdom
$83.6M
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$75.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2B 5,386,751 +63,144 +1%
BlackRock
2
BlackRock
New York
$1.22B 3,286,549 +95,698 +3%
State Street
3
State Street
Massachusetts
$690M 1,856,279 -43,975 -2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$675M 1,815,374 -58,388 -3%
Franklin Resources
5
Franklin Resources
California
$486M 1,308,213 +77,712 +6%
Boston Partners
6
Boston Partners
Massachusetts
$458M 1,233,344 -31,343 -2%
CIP
7
Champlain Investment Partners
Vermont
$373M 1,003,440 -2,460 -0.2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$356M 959,620 +34,777 +4%
Nuveen Asset Management
9
Nuveen Asset Management
Illinois
$336M 902,926 +142,445 +19%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$335M 900,176 +49,440 +6%
Viking Global Investors
11
Viking Global Investors
Connecticut
$300M 808,459 -229,723 -22%
AGA
12
Altrinsic Global Advisors
Connecticut
$278M 748,788 -26,768 -3%
Victory Capital Management
13
Victory Capital Management
Texas
$275M 740,470 -423,531 -36%
Invesco
14
Invesco
Georgia
$221M 593,487 +60,433 +11%
Norges Bank
15
Norges Bank
Norway
$203M 545,181 -50,619 -8%
AQR Capital Management
16
AQR Capital Management
Connecticut
$202M 543,442 +135,889 +33%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$199M 536,268 +150,404 +39%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$197M 529,682 -67,978 -11%
LSV Asset Management
19
LSV Asset Management
Illinois
$183M 491,649 -74,560 -13%
AllianceBernstein
20
AllianceBernstein
Tennessee
$181M 485,739 -14,215 -3%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$174M 466,821 -65,395 -12%
Morgan Stanley
22
Morgan Stanley
New York
$169M 455,376 +24,647 +6%
Los Angeles Capital Management
23
Los Angeles Capital Management
California
$164M 440,074 +3,169 +0.7%
Northern Trust
24
Northern Trust
Illinois
$161M 433,108 +16,711 +4%
BCPEMI
25
Bain Capital Public Equity Management II
Massachusetts
$159M 426,909 -35,639 -8%
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