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Everest Group
EG

Overview Fund Activity

660 hedge funds and large institutions have $14.4B invested in Everest Group in 2023 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 255 increasing their positions, 196 reducing their positions, and 38 closing their positions.

Holders
660
Holders Change
+79
Holders Change %
+13.6%
% of All Funds
9.68%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.21%
New
122
Increased
255
Reduced
196
Closed
38
Calls
$26.6M
Puts
$76.1M
Net Calls
-$49.5M
Net Calls Change
-$19.3M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$458M
2
BlackRock
2
BlackRock
New York
$1.35B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$751M
4
AssetMark Inc
4
AssetMark Inc
California
$106M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$264M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$40.9M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$164M
3
Boston Partners
3
Boston Partners
Massachusetts
$328M
4
Franklin Resources
4
Franklin Resources
California
$373M
5
ECU
5
Egerton Capital (UK)
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.89B 5,334,167 -52,584 -1%
BlackRock
2
BlackRock
New York
$1.35B 3,832,144 +545,595 +17%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$751M 2,125,282 +309,908 +17%
State Street
4
State Street
Massachusetts
$703M 1,989,058 +132,779 +7%
Morgan Stanley
5
Morgan Stanley
New York
$458M 1,295,380 +840,004 +184%
Franklin Resources
6
Franklin Resources
California
$373M 1,055,291 -252,922 -19%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$347M 983,841 +24,221 +3%
Nuveen Asset Management
8
Nuveen Asset Management
Illinois
$339M 958,209 +55,283 +6%
Boston Partners
9
Boston Partners
Massachusetts
$328M 927,792 -305,552 -25%
CIP
10
Champlain Investment Partners
Vermont
$304M 860,395 -143,045 -14%
AQR Capital Management
11
AQR Capital Management
Connecticut
$264M 751,322 +207,880 +38%
Viking Global Investors
12
Viking Global Investors
Connecticut
$231M 652,302 -156,157 -19%
AGA
13
Altrinsic Global Advisors
Connecticut
$230M 651,793 -96,995 -13%
Norges Bank
14
Norges Bank
Norway
$202M 572,067 +26,886 +5%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$174M 490,946 +24,125 +5%
Invesco
16
Invesco
Georgia
$172M 487,297 -106,190 -18%
LSV Asset Management
17
LSV Asset Management
Illinois
$168M 476,069 -15,580 -3%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$165M 467,342 -62,340 -12%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$164M 463,674 -436,502 -48%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$154M 435,439 -100,829 -19%
BCPEMI
21
Bain Capital Public Equity Management II
Massachusetts
$149M 420,185 -6,724 -2%
William Blair Investment Management
22
William Blair Investment Management
Illinois
$148M 419,246 +155,458 +59%
Northern Trust
23
Northern Trust
Illinois
$148M 418,835 -14,273 -3%
AllianceBernstein
24
AllianceBernstein
Tennessee
$148M 417,683 -68,056 -14%
Charles Schwab
25
Charles Schwab
California
$134M 377,637 +10,149 +3%
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