EG
Everest Group, Ltd. · Financial Services
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +1.4% · netto nieuwe posities -4.8% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q3 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | +1 | 67.73K | $23.89M | +1 | −1 |
| Q2 2026 | 146 | -4 | 25.95M | $9.55B | +3 | −8 |
| Q1 2026 | 154 | -4 | 23.88M | $7.81B | +2 | −7 |
| Q4 2025 | 157 | +1 | 29.02M | $9.84B | +2 | n/a |
| Q3 2025 | 21 | 0 | 16.68M | $5.83B | +1 | −2 |
| Q2 2025 | 19 | +2 | 17.47M | $5.94B | +2 | n/a |
| Q1 2025 | 14 | -1 | 7.48M | $2.72B | n/a | −1 |
| Q4 2024 | 15 | +1 | 7.87M | $2.85B | +2 | −1 |
| Q3 2024 | 13 | +2 | 5.98M | $2.34B | +2 | n/a |
| Q2 2024 | 11 | n/a | 7.25M | $2.76B | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passief) | 5.50M | -1.0% | $1.93B | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (passief) | 3.39M | -2.9% | $1.19B | 0.0% | ▼ Trim | 2 | SEC ↗ ×21 |
| 3 | AQR Capital Management ✦ | 2.01M | +70.3% | $695.27M | 0.4% | ▲ Add | 6 | SEC ↗ ×9 |
| 4 | State Street Global Advisors ✦ (passief) | 1.90M | -0.7% | $665.05M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Wellington Management ✦ | 1.24M | -15.0% | $433.44M | 0.1% | ▼ Trim | 6 | SEC ↗ ×8 |
| 6 | Geode Capital Management ✦ (passief) | 1.17M | -3.8% | $406.54M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 7 | Morgan Stanley ✦ | 439.84K | n/a | $154.05M | 0.0% | n/c | 1 | SEC ↗ ×16 |
| 8 | JPMorgan Chase ✦ | 168.32K | n/a | $58.96M | 0.0% | n/c | 1 | SEC ↗ ×30 |
| 9 | Fidelity (FMR) ✦ | 140.95K | +11.8% | $49.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 10 | Goldman Sachs Group ✦ | 139.15K | n/a | $48.74M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Renaissance Technologies ✦ | 135.80K | -32.5% | $47.56M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 12 | Bridgewater Associates ✦ | 113.36K | -2.9% | $39.70M | 0.2% | ▼ Trim | 6 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 101.86K | +9.9% | $35.67M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 14 | Two Sigma Investments ✦ | 82.34K | +13.9% | $28.84M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 15 | Millennium Management ✦ | 55.43K | -28.0% | $19.41M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 16 | D. E. Shaw & Co. ✦ | 27.06K | -57.9% | $9.48M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 17 | Adage Capital Partners ✦ | 25.68K | -17.1% | $8.99M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 23.44K | -75.7% | $8.21M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 19 | Arrowstreet Capital ✦ | 12.65K | Nieuw | $4.43M | 0.0% | New | 1 | SEC ↗ |
| 20 | Gotham Asset Management ✦ | 10.78K | +44.9% | $3.77M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 21 | Marshall Wace ✦ | 826 | +18.0% | $289,289 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Arrowstreet Capital | $4.43M | 0.0% |
Verlaten
| Norges Bank | $601.30M | was 0.1% |
| Point72 Asset Management | $3.67M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 661 houders, 36.53M aandelen, $11.60B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.