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Everest Group
EG

640 hedge funds and large institutions have $16.2B invested in Everest Group in 2024 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 217 increasing their positions, 268 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $14.5B → $16.2B (+$1.74B)

0.23% less ownership

Funds ownership: 94.31% → 94.08% (-0.23%)

4% less funds holding

Funds holding: 667 → 640 (-27)

19% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 268

21% less funds holding in top 10

Funds holding in top 10: 14 → 11 (-3)

23% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 92

37% less call options, than puts

Call options by funds: $41.1M | Put options by funds: $65.4M

Holders
640
Holders Change
-27
Holders Change %
-4.05%
% of All Funds
9.22%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
71
Increased
217
Reduced
268
Closed
92
Calls
$41.1M
Puts
$65.4M
Net Calls
-$24.3M
Net Calls Change
+$25.1M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$699M
2
Boston Partners
Boston Partners
Massachusetts
+$101M
3
KBC Group
KBC Group
Belgium
+$101M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$98.7M
5
Franklin Resources
Franklin Resources
California
+$85.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$275M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$231M
3
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$103M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$75.1M
5
JAM
Jupiter Asset Management
United Kingdom
-$66.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
DT
301
Diversified Trust
Tennessee
$1.62M -$104K -278 -6%
Wealthfront Advisers
302
Wealthfront Advisers
California
$1.59M -$49.1K -131 -3%
Verition Fund Management
303
Verition Fund Management
Connecticut
$1.59M -$1.07M -2,854 -42%
TI
304
Tidal Investments
Wisconsin
$1.58M +$128K +342 +9%
TFA
305
Teamwork Financial Advisors
Texas
$1.52M +$1.43M +3,816 New
EI
306
Ethic Inc
New York
$1.51M -$212K -565 -13%
WT
307
Whittier Trust
California
$1.51M -$10.5K -28 -0.7%
William Blair & Company
308
William Blair & Company
Illinois
$1.5M +$76.1K +203 +6%
CIP
309
Chartwell Investment Partners
Pennsylvania
$1.49M -$189K -503 -12%
LSPW
310
Lake Street Private Wealth
Illinois
$1.48M -$93.4K -249 -6%
PAM
311
Panagora Asset Management
Massachusetts
$1.48M +$3.38K +9 +0.2%
M&T Bank
312
M&T Bank
New York
$1.47M +$196K +524 +16%
OPERF
313
Oregon Public Employees Retirement Fund
Oregon
$1.47M -$1.27M -3,396 -48%
YIH
314
Y-Intercept (HK)
Hong Kong
$1.44M +$554K +1,478 +69%
DILIC
315
Dai-ichi Life Insurance Company
Japan
$1.43M – – –
GIBU
316
Gulf International Bank (UK)
United Kingdom
$1.41M – – –
ETC
317
Exchange Traded Concepts
Oklahoma
$1.38M +$17.2K +46 +1%
TRSOTSOK
318
Teachers Retirement System of the State of Kentucky
Kentucky
$1.37M -$96.7K -258 -7%
UCI
319
Uncommon Cents Investing
Wisconsin
$1.37M +$212K +565 +20%
HIMCH
320
Hartford Investment Management Co (HIMCO)
Connecticut
$1.35M -$21.4K -57 -2%
KRS
321
Kentucky Retirement Systems
Kentucky
$1.31M -$66K -176 -5%
LA
322
LBP AM
France
$1.29M -$123K -329 -9%
IA
323
Icon Advisers
Colorado
$1.27M – – –
SIA
324
Strategic Investment Advisors
Michigan
$1.26M +$15K +40 +1%
Two Sigma Advisers
325
Two Sigma Advisers
New York
$1.23M -$9.3M -24,800 -89%
11 12
13
14 15

EG Hedge Fund Activity: Q1 2024 in Review

640 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q1 2024, worth a combined $16.2B — up 12% from $14.5B a quarter earlier.

Sellers outnumbered buyers: 92 funds closed out of EG and 71 opened new positions — a net loss of 21 holders — while 268 trimmed existing stakes and 217 added.

The largest buyer was Wellington Management Group, adding an estimated $699M. The largest seller was Morgan Stanley, cutting an estimated $275M.

  • 640 institutional investors held Everest Group (EG) as of Q1 2024, down from 667 in Q4 2023.
  • Funds reported $16.2B of Everest Group stock for Q1 2024, up 12% quarter-over-quarter.
  • 71 funds opened new Everest Group positions in Q1 2024 and 92 closed out, a net change of -21 holders.
  • The largest Everest Group buyer in Q1 2024 was Wellington Management Group, an estimated $699M added.
  • The largest Everest Group seller in Q1 2024 was Morgan Stanley, an estimated $275M sold.

Based on aggregated 13F filings for Q1 2024.