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Everest Group
EG

Overview Fund Activity

664 hedge funds and large institutions have $15.4B invested in Everest Group in 2024 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 230 increasing their positions, 231 reducing their positions, and 50 closing their positions.

Holders
664
Holders Change
+42
Holders Change %
+6.75%
% of All Funds
9.61%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
100
Increased
230
Reduced
231
Closed
50
Calls
$33.7M
Puts
$86.4M
Net Calls
-$52.7M
Net Calls Change
-$37.8M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$290M
2
VVP
2
Vulcan Value Partners
Alabama
$101M
3
UBS AM
3
UBS AM
Illinois
$121M
4
Millennium Management
4
Millennium Management
New York
$104M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.16B

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$864M
2
Norges Bank
2
Norges Bank
Norway
$0
3
BlackRock
3
BlackRock
New York
$1.49B
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$328M
5
KBC Group
5
KBC Group
Belgium
$66.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.16B 5,516,237 +171,859 +3%
BlackRock
2
BlackRock
New York
$1.49B 3,794,905 -198,364 -5%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$864M 2,205,733 -1,683,264 -43%
State Street
4
State Street
Massachusetts
$751M 1,916,390 -15,555 -0.8%
Boston Partners
5
Boston Partners
Massachusetts
$538M 1,372,651 +143,973 +12%
Franklin Resources
6
Franklin Resources
California
$509M 1,277,067 -4,918 -0.4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$454M 1,155,760 +16,180 +1%
CIP
8
Champlain Investment Partners
Vermont
$362M 923,930 -20,420 -2%
AQR Capital Management
9
AQR Capital Management
Connecticut
$328M 836,216 -196,263 -19%
Nuveen Asset Management
10
Nuveen Asset Management
Illinois
$303M 772,830 -27,414 -3%
First Trust Advisors
11
First Trust Advisors
Illinois
$290M 739,934 +492,605 +199%
Invesco
12
Invesco
Georgia
$286M 729,849 -59,191 -8%
Morgan Stanley
13
Morgan Stanley
New York
$245M 626,323 +83,696 +15%
AGA
14
Altrinsic Global Advisors
Connecticut
$245M 624,642 -18,931 -3%
William Blair Investment Management
15
William Blair Investment Management
Illinois
$228M 581,787 +1,616 +0.3%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$219M 558,994 +23,873 +4%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$192M 490,691 +30,458 +7%
LSV Asset Management
18
LSV Asset Management
Illinois
$172M 439,197 -37,236 -8%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$161M 410,861 +72,822 +22%
AssetMark Inc
20
AssetMark Inc
California
$161M 409,989 +116,559 +40%
Charles Schwab
21
Charles Schwab
California
$150M 383,060 -3,691 -1%
Northern Trust
22
Northern Trust
Illinois
$143M 365,632 -9,352 -2%
PCH
23
Polar Capital Holdings
United Kingdom
$141M 360,000 +9,022 +3%
Legal & General Group
24
Legal & General Group
United Kingdom
$138M 351,397 -3,538 -1%
UBS AM
25
UBS AM
Illinois
$121M 308,155 +251,337 +442%
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