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Everest Group
EG

513 hedge funds and large institutions have $11B invested in Everest Group in 2022 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 183 increasing their positions, 179 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 31

35% more call options, than puts

Call options by funds: $19.8M | Put options by funds: $14.7M

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

9% more capital invested

Capital invested by funds: $10.1B → $11B (+$923M)

7% more funds holding

Funds holding: 478 → 513 (+35)

2% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 179

0.4% less ownership

Funds ownership: 94.35% → 93.96% (-0.4%)

Holders
513
Holders Change
+35
Holders Change %
+7.32%
% of All Funds
8.09%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
75
Increased
183
Reduced
179
Closed
31
Calls
$19.8M
Puts
$14.7M
Net Calls
+$5.08M
Net Calls Change
+$9.69M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$68.3M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$64.2M
3
Fidelity International
Fidelity International
Bermuda
+$50.1M
4
SO
STRS Ohio
Ohio
+$37.9M
5
American Century Companies
American Century Companies
Missouri
+$26.6M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$166M
2
Capital International Investors
Capital International Investors
California
-$131M
3
Victory Capital Management
Victory Capital Management
Texas
-$86.8M
4
NI
Nuance Investments
Missouri
-$60M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$39M
Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
251
Nissay Asset Management
Japan
$1.33M +$18.7K +65 +1%
QI
252
Qtron Investments
Massachusetts
$1.33M – – –
IA
253
Icon Advisers
Colorado
$1.33M +$1.26M +4,400 New
BL
254
Balentine LLC
Georgia
$1.3M +$764K +2,660 +161%
E
255
Ergoteles
New York
$1.3M +$1.24M +4,300 New
First Manhattan
256
First Manhattan
New York
$1.26M – – –
Mercer Global Advisors
257
Mercer Global Advisors
Colorado
$1.25M -$3.51M -12,210 -75%
ACM
258
AlphaCrest Capital Management
New York
$1.22M +$323K +1,124 +39%
Credit Agricole
259
Credit Agricole
France
$1.21M +$1.16M +4,025 New
Stifel Financial
260
Stifel Financial
Missouri
$1.2M -$1.46M -5,091 -56%
VIA
261
Vident Investment Advisory
Georgia
$1.14M +$1.09M +3,791 New
CI
262
Capital International
California
$1.14M – – –
GHAM
263
Gilman Hill Asset Management
Connecticut
$1.13M -$37.3K -130 -3%
CIBC Asset Management
264
CIBC Asset Management
Ontario, Canada
$1.13M +$10.3K +36 +1%
CWA
265
Canvas Wealth Advisors
Kansas
$1.1M +$236K +821 +26%
AC
266
Allstate Corporation
Illinois
$1.1M -$797K -2,776 -43%
OTPPB
267
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.04M -$186K -647 -16%
AP
268
Advisor Partners
California
$1.02M +$7.47K +26 +0.8%
VPIM
269
Vanguard Personalized Indexing Management
California
$1.02M +$93.4K +325 +11%
II
270
Inspire Investing
Idaho
$1M -$4.88K -17 -0.5%
PFG
271
PAX Financial Group
Texas
$1M +$91.1K +317 +11%
Pacer Advisors
272
Pacer Advisors
Pennsylvania
$993K +$348K +1,212 +58%
Tudor Investment Corp
273
Tudor Investment Corp
Connecticut
$989K -$1.3M -4,528 -58%
LPL Financial
274
LPL Financial
California
$978K +$99.1K +345 +12%
PNC Financial Services Group
275
PNC Financial Services Group
Pennsylvania
$977K -$557K -1,939 -37%
9 10
11
12 13

EG Hedge Fund Activity: Q1 2022 in Review

513 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q1 2022, worth a combined $11B — up 9.2% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new EG positions and 31 closed out — a net gain of 44 holders — while 183 added to existing stakes and 179 trimmed.

The largest buyer was Vanguard Group, adding an estimated $68.3M. The largest seller was AllianceBernstein, cutting an estimated $166M.

  • 513 institutional investors held Everest Group (EG) as of Q1 2022, up from 478 in Q4 2021.
  • Funds reported $11B of Everest Group stock for Q1 2022, up 9.2% quarter-over-quarter.
  • 75 funds opened new Everest Group positions in Q1 2022 and 31 closed out, a net change of +44 holders.
  • The largest Everest Group buyer in Q1 2022 was Vanguard Group, an estimated $68.3M added.
  • The largest Everest Group seller in Q1 2022 was AllianceBernstein, an estimated $166M sold.

Based on aggregated 13F filings for Q1 2022.