Everest Group: which funds bought and sold

Institutions that bought and sold Everest Group shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 334 institutions that filed 13F reports for both quarters added to or opened positions in Everest Group, and 314 cut or closed them. Together they added a net 213K shares, +0.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 245K shares (−2.3%); index fund managers were net sellers of 297K shares (−2.4%). 79 opened a new position and 58 sold out entirely.

Bought, Q2 2026 334 institutions, 79 of them new holders Sold, Q2 2026 314 institutions, 58 of them sold out

Net change, all compared +213K shares (+0.6%)

Net change, active managers −245K shares (−2.3%), 35 bought, 39 sold

Buyers versus sellers

institutions compared, 734

334 bought 86 314 sold

Active managers and hedge funds 35 bought · 39 sold · −245K

Index fund managers 4 bought · 8 sold · −297K

Other institutions 295 bought · 267 sold · +755K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
First Trust Advisors LP	+493K +404.1%	615K	$220M
Alliancebernstein L.P. Active manager	+314K +43.1%	1.0M	$341M
Arrowstreet Capital, Limited Partnership Hedge fund	+257K +1122.2%	279K	$99.8M
Woodline Partners LP Hedge fund	+152K +1888.8%	160K	$57M
SG Americas Securities, LLC	+139K +249.4%	195K	$69.5M
Robeco Institutional Asset Management B.V.	+94K +237.1%	134K	$47.9M
American Century Companies Inc Active manager	+88K +309.3%	116K	$41.6M
Mackenzie Financial Corp	+82K +221.7%	119K	$42.7M
Jain Global LLC Hedge fund	+82K New position	82K	$29.3M
Capitolis Liquid Global Markets LLC	+77K New position	77K	$27.5M
Sei Investments Co	+74K +58.3%	202K	$72.1M
Dimensional Fund Advisors LP	+73K +17.6%	488K	$174M
Bank Of America Corp	+69K +29.7%	303K	$108M
Boston Partners Active manager	+68K +13.4%	577K	$206M
Vest Financial, LLC	+59K +1051.8%	65K	$23.3M
Invesco Ltd.	+59K +7.3%	871K	$311M
Panagora Asset Management Inc Active manager	+59K +1038.3%	65K	$23.2M
Morgan Stanley	+57K +13.9%	467K	$167M
Talaria Asset Management Pty Ltd	+57K +25.4%	282K	$101M
Lighthouse Investment Partners, LLC Hedge fund	+56K +1096.4%	62K	$22M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Alliancebernstein L.P. Active manager	+314K +43.1%	1.0M	$341M
Arrowstreet Capital, Limited Partnership Hedge fund	+257K +1122.2%	279K	$99.8M
Woodline Partners LP Hedge fund	+152K +1888.8%	160K	$57M
American Century Companies Inc Active manager	+88K +309.3%	116K	$41.6M
Jain Global LLC Hedge fund	+82K New position	82K	$29.3M
Boston Partners Active manager	+68K +13.4%	577K	$206M
Panagora Asset Management Inc Active manager	+59K +1038.3%	65K	$23.2M
Lighthouse Investment Partners, LLC Hedge fund	+56K +1096.4%	62K	$22M
Bridgewater Associates, LP Hedge fund	+55K +310.6%	72K	$25.8M
AQR Capital Management LLC Hedge fund	+39K +2.8%	1.4M	$502M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Wellington Management Group LLP Active manager	−501K −51.6%	471K	$168M
Vulcan Value Partners, LLC Active manager	−325K −23.9%	1.0M	$370M
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC	−314K −99.4%	1,761	$629,082
Australiansuper Pty Ltd	−241K −96.1%	9,849	$3.5M
Citadel Advisors LLC Hedge fund	−151K −55.6%	120K	$43M
Balyasny Asset Management L.P. Hedge fund	−128K −44.0%	162K	$57.9M
Jane Street Group, LLC	−107K −98.6%	1,518	$542,275
Vanguard Portfolio Management LLC Index funds	−99K −4.6%	2.1M	$739M
Blackrock, Inc. Index funds	−77K −2.3%	3.2M	$1.2B
Polar Capital Holdings PLC Active manager	−74K −18.3%	330K	$118M
Voloridge Investment Management, LLC Hedge fund	−61K −33.1%	124K	$44.4M
Algebris (UK) Ltd	−58K Sold out	0	—
Amundi	−56K −26.1%	157K	$56.2M
Vanguard Capital Management LLC Index funds	−51K −1.9%	2.6M	$923M
HRT Financial LP	−48K −45.9%	57K	$20.3M
Healthcare Of Ontario Pension Plan Trust Fund	−47K −86.2%	7,474	$2.7M
Barrow Hanley Mewhinney & Strauss LLC Active manager	−46K −4.5%	982K	$351M
Two Sigma Investments, LP Hedge fund	−42K −82.9%	8,746	$3.1M
Jacobs Levy Equity Management, Inc Active manager	−41K −17.8%	189K	$67.7M
HSBC Holdings PLC	−40K −8.8%	410K	$147M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Wellington Management Group LLP Active manager	−501K −51.6%	471K	$168M
Vulcan Value Partners, LLC Active manager	−325K −23.9%	1.0M	$370M
Citadel Advisors LLC Hedge fund	−151K −55.6%	120K	$43M
Balyasny Asset Management L.P. Hedge fund	−128K −44.0%	162K	$57.9M
Polar Capital Holdings PLC Active manager	−74K −18.3%	330K	$118M
Voloridge Investment Management, LLC Hedge fund	−61K −33.1%	124K	$44.4M
Barrow Hanley Mewhinney & Strauss LLC Active manager	−46K −4.5%	982K	$351M
Two Sigma Investments, LP Hedge fund	−42K −82.9%	8,746	$3.1M
Jacobs Levy Equity Management, Inc Active manager	−41K −17.8%	189K	$67.7M
William Blair Investment Management, LLC Active manager	−26K −5.2%	480K	$171M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Jain Global LLCHedge fund	82K	$29.3M
Capitolis Liquid Global Markets LLC	77K	$27.5M
Gillson Capital LP	36K	$12.9M
Levin Capital Strategies, L.P.Active manager	9,075	$3.2M
Swiss Life Asset Management Ltd	8,516	$3M
Polianta Ltd	5,600	$2M
Dockside LLC	4,520	$1.6M
Brown Advisory IncActive manager	3,505	$1.3M
Icon Advisers Inc	3,200	$1.1M
Acadian Asset Management LLCActive manager	2,690	$960,000

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Algebris (UK) Ltd	58K	$18.9M
Tredje Ap-Fonden	18K	$5.7M
New Vernon Investment Management LLC	13K	$4.3M
Canada Pension Plan Investment Board	8,440	$2.8M
Imc-Chicago, LLC	5,386	$1.8M
Aquatic Capital Management LLC	5,191	$1.7M
Lecap Asset Management Ltd	4,460	$1.5M
Fox Run Management, L.L.C.	3,555	$1.1M
Oak Thistle LLC	3,122	$1M
Wealthedge Investment Advisors, LLC	3,052	$997,578

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 683
Ten largest holders: 44.4%
Index fund managers: 30.7%
Active managers and hedge funds: 29.4%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	35	39	7	6	−245K	−2.3%
Index fund managers	4	8	0	0	−297K	−2.4%
Other institutions	295	267	72	52	+755K	+6.0%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Everest Group.

Only managers that filed a holdings report for both quarters are compared (734 here). 16 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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