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Everest Group
EG

Overview Fund Activity

667 hedge funds and large institutions have $14.2B invested in Everest Group in 2025 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 230 increasing their positions, 253 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
667
Holders Change
-18
Holders Change %
-2.63%
% of All Funds
9.06%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
83
Increased
230
Reduced
253
Closed
89
Calls
$107M
Puts
$109M
Net Calls
-$1.66M
Net Calls Change
-$18.9M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$320M
2
First Trust Advisors
First Trust Advisors
Illinois
+$159M
3
VVP
Vulcan Value Partners
Alabama
+$127M
4
UBS Group
UBS Group
Switzerland
+$50M
5
PL
Perpetual Ltd
Australia
+$37.9M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
-$171M
2
Millennium Management
Millennium Management
New York
-$101M
3
Franklin Resources
Franklin Resources
California
-$57.7M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$55.4M
5
BNP Paribas Asset Management
BNP Paribas Asset Management
France
-$53.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.03B +$6.3M +17,346 +0.3%
BlackRock
2
BlackRock
New York
$1.32B +$27.1M +74,701 +2%
State Street
3
State Street
Massachusetts
$704M -$1.44M -3,966 -0.2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$567M -$26.8M -73,655 -5%
VVP
5
Vulcan Value Partners
Alabama
$483M +$127M +350,019 +36%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$441M +$15.1M +41,176 +4%
Franklin Resources
7
Franklin Resources
California
$408M -$57.7M -158,927 -12%
First Trust Advisors
8
First Trust Advisors
Illinois
$324M +$159M +437,895 +96%
Barrow, Hanley, Mewhinney & Strauss
9
Barrow, Hanley, Mewhinney & Strauss
Texas
$320M +$320M +881,483 New
Invesco
10
Invesco
Georgia
$296M -$14.7M -40,522 -5%
AQR Capital Management
11
AQR Capital Management
Connecticut
$258M -$13.7M -37,875 -5%
William Blair Investment Management
12
William Blair Investment Management
Illinois
$255M +$21.6M +59,524 +9%
Boston Partners
13
Boston Partners
Massachusetts
$253M +$8.15M +22,432 +3%
AGA
14
Altrinsic Global Advisors
Connecticut
$248M +$24M +66,041 +11%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$201M +$20.5M +56,410 +11%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$199M -$9.25M -25,473 -4%
Morgan Stanley
17
Morgan Stanley
New York
$169M -$51.6M -142,056 -23%
Northern Trust
18
Northern Trust
Illinois
$159M +$6.81M +18,755 +4%
LSV Asset Management
19
LSV Asset Management
Illinois
$152M -$5.38M -14,802 -3%
AssetMark Inc
20
AssetMark Inc
California
$148M -$3.06M -8,415 -2%
PCH
21
Polar Capital Holdings
United Kingdom
$144M +$9.54M +26,250 +7%
CIP
22
Champlain Investment Partners
Vermont
$142M -$171M -471,690 -55%
Charles Schwab
23
Charles Schwab
California
$140M +$2.14M +5,894 +2%
NL
24
Nuveen LLC
North Carolina
$137M +$137M +378,218 New
UBS AM
25
UBS AM
Illinois
$130M +$7.31M +20,122 +6%
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