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Everest Group
EG

Overview Fund Activity

622 hedge funds and large institutions have $15.3B invested in Everest Group in 2024 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 254 increasing their positions, 211 reducing their positions, and 64 closing their positions.

Holders
622
Holders Change
-11
Holders Change %
-1.74%
% of All Funds
9.05%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
63
Increased
254
Reduced
211
Closed
64
Calls
$32.8M
Puts
$47.8M
Net Calls
-$14.9M
Net Calls Change
+$9.39M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$342M
2
BlackRock
2
BlackRock
New York
$1.52B
3
Invesco
3
Invesco
Georgia
$301M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$221M
5
Man Group
5
Man Group
United Kingdom
$79.3M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$21.6M
2
Los Angeles Capital Management
2
Los Angeles Capital Management
California
$70.8M
3
BCPEMI
3
Bain Capital Public Equity Management II
Massachusetts
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$25M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.48B
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.04B 5,344,378 +16,729 +0.3%
BlackRock
2
BlackRock
New York
$1.52B 3,993,269 +248,750 +7%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.48B 3,888,997 -100,898 -3%
State Street
4
State Street
Massachusetts
$736M 1,931,945 -3,236 -0.2%
Franklin Resources
5
Franklin Resources
California
$488M 1,281,985 -1,198 -0.1%
Boston Partners
6
Boston Partners
Massachusetts
$468M 1,228,678 +31,221 +3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$435M 1,139,580 +96,543 +9%
AQR Capital Management
8
AQR Capital Management
Connecticut
$393M 1,032,479 +17,885 +2%
CIP
9
Champlain Investment Partners
Vermont
$360M 944,350 +38,250 +4%
Norges Bank
10
Norges Bank
Norway
$342M 897,523 +293,282 +49%
Nuveen Asset Management
11
Nuveen Asset Management
Illinois
$305M 800,244 -44,652 -5%
Invesco
12
Invesco
Georgia
$301M 789,040 +246,074 +45%
AGA
13
Altrinsic Global Advisors
Connecticut
$245M 643,573 -977 -0.2%
William Blair Investment Management
14
William Blair Investment Management
Illinois
$221M 580,171 +134,517 +30%
Morgan Stanley
15
Morgan Stanley
New York
$207M 542,627 -19,552 -3%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$204M 535,121 +38,254 +8%
LSV Asset Management
17
LSV Asset Management
Illinois
$182M 476,433 +8,654 +2%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$175M 460,233 -3,642 -0.8%
Charles Schwab
19
Charles Schwab
California
$147M 386,751 -179 -0%
Northern Trust
20
Northern Trust
Illinois
$143M 374,984 -26,270 -7%
Ameriprise
21
Ameriprise
Minnesota
$142M 368,372 -12,915 -3%
KBC Group
22
KBC Group
Belgium
$138M 362,411 +49,663 +16%
Legal & General Group
23
Legal & General Group
United Kingdom
$135M 354,935 -41,221 -10%
PCH
24
Polar Capital Holdings
United Kingdom
$134M 350,978 +20,000 +6%
AllianceBernstein
25
AllianceBernstein
Tennessee
$132M 346,781 -50,596 -13%
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