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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$504M +$5.43M +29,905 +1%
SAM
2
Southeastern Asset Management
Tennessee
$408M -$56.7M -312,118 -12%
LSV Asset Management
3
LSV Asset Management
Illinois
$364M +$15.7M +86,167 +5%
VVP
4
Vulcan Value Partners
Alabama
$364M -$7.29M -40,154 -2%
BFA
5
BlackRock Fund Advisors
California
$315M +$12.9M +71,267 +4%
State Street
6
State Street
Massachusetts
$307M +$6.47M +35,587 +2%
BIT
7
BlackRock Institutional Trust
California
$265M -$14M -77,274 -5%
EARNEST Partners
8
EARNEST Partners
Georgia
$251M -$6.38M -35,127 -2%
Goldman Sachs
9
Goldman Sachs
New York
$222M -$17.9M -98,794 -8%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$206M +$11.4M +62,589 +6%
Principal Financial Group
11
Principal Financial Group
Iowa
$193M +$36.1M +198,485 +23%
AQR Capital Management
12
AQR Capital Management
Connecticut
$170M +$18.6M +102,450 +12%
AL
13
AJO LP
Pennsylvania
$169M +$4.18M +23,008 +3%
JP Morgan Chase
14
JP Morgan Chase
New York
$125M -$52.5M -289,046 -30%
Allianz Asset Management
15
Allianz Asset Management
Germany
$120M +$3.62M +19,902 +3%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$116M -$21.6M -119,016 -16%
Norges Bank
17
Norges Bank
Norway
$112M +$524K +2,885 +0.5%
Northern Trust
18
Northern Trust
Illinois
$105M -$9.68M -53,261 -8%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$101M -$14.3M -78,803 -12%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$92.2M +$3.19M +17,561 +4%
APG Asset Management
21
APG Asset Management
Netherlands
$91.5M -$2.68M -14,763 -3%
AI
22
Analytic Investors
California
$82.3M -$14.9M -82,021 -15%
BG
23
BlackRock Group
United Kingdom
$72.6M -$5.96M -32,788 -8%
DSC
24
Donald Smith & Co
New York
$70.3M -$1.11M -6,112 -2%
Robeco Institutional Asset Management
25
Robeco Institutional Asset Management
Netherlands
$68M +$8.75M +48,167 +15%