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Everest Group
EG

Overview Fund Activity

684 hedge funds and large institutions have $14.6B invested in Everest Group in 2024 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 259 increasing their positions, 240 reducing their positions, and 65 closing their positions.

Holders
684
Holders Change
+20
Holders Change %
+3.01%
% of All Funds
9.11%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
97
Increased
259
Reduced
240
Closed
65
Calls
$141M
Puts
$124M
Net Calls
+$17.2M
Net Calls Change
+$69.9M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$489M
2
VVP
2
Vulcan Value Partners
Alabama
$355M
3
SCM
3
Sterling Capital Management
North Carolina
$101M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$68.9M
5
DSC
5
Donald Smith & Co
New York
$56.3M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$244M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$592M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$165M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$10.3M
5
BlackRock
5
BlackRock
New York
$1.29B
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.02B 5,560,030 +43,793 +0.8%
BlackRock
2
BlackRock
New York
$1.29B 3,559,003 -235,902 -6%
State Street
3
State Street
Massachusetts
$704M 1,941,716 +25,326 +1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$592M 1,634,409 -571,324 -26%
Norges Bank
5
Norges Bank
Norway
$489M 1,347,979 +1,347,979 New
Franklin Resources
6
Franklin Resources
California
$465M 1,281,611 +4,544 +0.4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$424M 1,164,081 +8,321 +0.7%
VVP
8
Vulcan Value Partners
Alabama
$355M 978,713 +720,572 +279%
CIP
9
Champlain Investment Partners
Vermont
$313M 862,325 -61,605 -7%
Invesco
10
Invesco
Georgia
$310M 855,120 +125,271 +17%
AQR Capital Management
11
AQR Capital Management
Connecticut
$272M 750,834 -85,382 -10%
Boston Partners
12
Boston Partners
Massachusetts
$244M 674,333 -698,318 -51%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$233M 642,813 +61,026 +10%
AGA
14
Altrinsic Global Advisors
Connecticut
$224M 616,938 -7,704 -1%
Morgan Stanley
15
Morgan Stanley
New York
$220M 608,084 -18,239 -3%
Nuveen Asset Management
16
Nuveen Asset Management
Illinois
$216M 596,955 -175,875 -23%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$207M 572,132 +13,138 +2%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$180M 496,562 +5,871 +1%
First Trust Advisors
19
First Trust Advisors
Illinois
$165M 454,095 -285,839 -39%
LSV Asset Management
20
LSV Asset Management
Illinois
$157M 432,517 -6,680 -2%
Northern Trust
21
Northern Trust
Illinois
$152M 419,481 +53,849 +15%
AssetMark Inc
22
AssetMark Inc
California
$151M 415,638 +5,649 +1%
Charles Schwab
23
Charles Schwab
California
$138M 380,095 -2,965 -0.8%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$134M 370,766 -40,095 -10%
PCH
25
Polar Capital Holdings
United Kingdom
$134M 368,750 +8,750 +2%
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