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Everest Group
EG

Overview Fund Activity

633 hedge funds and large institutions have $16.1B invested in Everest Group in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 216 increasing their positions, 264 reducing their positions, and 92 closing their positions.

Holders
633
Holders Change
-27
Holders Change %
-4.09%
% of All Funds
9.18%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
70
Increased
216
Reduced
264
Closed
92
Calls
$41.1M
Puts
$65.4M
Net Calls
-$24.3M
Net Calls Change
+$25.1M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.59B
2
Boston Partners
2
Boston Partners
Massachusetts
$476M
3
KBC Group
3
KBC Group
Belgium
$124M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$403M
5
Franklin Resources
5
Franklin Resources
California
$510M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$223M
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$0
3
BCPEMI
3
Bain Capital Public Equity Management II
Massachusetts
$57.7M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$9.76M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$115M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.12B 5,327,649 -6,518 -0.1%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.59B 3,989,895 +1,864,613 +88%
BlackRock
3
BlackRock
New York
$1.49B 3,744,519 -87,625 -2%
State Street
4
State Street
Massachusetts
$769M 1,935,181 -53,877 -3%
Franklin Resources
5
Franklin Resources
California
$510M 1,283,183 +227,892 +22%
Boston Partners
6
Boston Partners
Massachusetts
$476M 1,197,457 +269,665 +29%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$415M 1,043,037 +59,196 +6%
AQR Capital Management
8
AQR Capital Management
Connecticut
$403M 1,014,594 +263,272 +35%
CIP
9
Champlain Investment Partners
Vermont
$360M 906,100 +45,705 +5%
Nuveen Asset Management
10
Nuveen Asset Management
Illinois
$336M 844,896 -113,313 -12%
AGA
11
Altrinsic Global Advisors
Connecticut
$256M 644,550 -7,243 -1%
Norges Bank
12
Norges Bank
Norway
$240M 604,241 +32,174 +6%
Morgan Stanley
13
Morgan Stanley
New York
$223M 562,179 -733,201 -57%
Invesco
14
Invesco
Georgia
$216M 542,966 +55,669 +11%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$198M 496,867 +5,921 +1%
LSV Asset Management
16
LSV Asset Management
Illinois
$186M 467,779 -8,290 -2%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$184M 463,875 -3,467 -0.7%
William Blair Investment Management
18
William Blair Investment Management
Illinois
$177M 445,654 +26,408 +6%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$164M 412,091 -23,348 -5%
Northern Trust
20
Northern Trust
Illinois
$159M 401,254 -17,581 -4%
AllianceBernstein
21
AllianceBernstein
Tennessee
$158M 397,377 -20,306 -5%
Legal & General Group
22
Legal & General Group
United Kingdom
$157M 396,156 +52,296 +15%
Charles Schwab
23
Charles Schwab
California
$154M 386,930 +9,293 +2%
Ameriprise
24
Ameriprise
Minnesota
$152M 381,287 +64,500 +20%
Los Angeles Capital Management
25
Los Angeles Capital Management
California
$149M 374,736 +13,427 +4%
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