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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
AWE
351
Avidian Wealth Enterprises
Texas
$942K +$2.25K +6 +0.3%
OSAM
352
O'Shaughnessy Asset Management
Connecticut
$935K -$7.12K -19 -0.8%
GAM
353
Gotham Asset Management
New York
$915K -$412K -1,098 -32%
TWD
354
True Wealth Design
Ohio
$913K +$861K +2,296 New
CIA
355
Citadel Investment Advisory
Ohio
$895K -$36.7K -98 -4%
NMERB
356
New Mexico Educational Retirement Board
New Mexico
$875K – – –
EF
357
Empowered Funds
Pennsylvania
$874K -$33.7K -90 -4%
SEC
358
Seven Eight Capital
New York
$869K +$820K +2,186 New
PI
359
PEAK6 Investments
Illinois
$867K -$33K -88 -4%
CAN
360
Cetera Advisor Networks
California
$866K +$80.2K +214 +11%
VF
361
Vest Financial
Virginia
$853K +$805K +2,146 New
LAM
362
LECAP Asset Management
United Kingdom
$846K -$2.25K -6 -0.3%
VPIM
363
Vanguard Personalized Indexing Management
California
$841K -$471K -1,256 -37%
BCI
364
Brinker Capital Investments
Pennsylvania
$841K -$52.5K -140 -6%
OPS
365
Orion Portfolio Solutions
Nebraska
$841K -$52.5K -140 -6%
APWM
366
Atlas Private Wealth Management
New York
$834K – – –
SF
367
Synovus Financial
Georgia
$828K -$142K -380 -15%
RJFSA
368
Raymond James Financial Services Advisors
Florida
$826K -$388K -1,036 -33%
TPW
369
Transatlantique Private Wealth
New York
$819K -$43.5K -116 -5%
CT
370
ClearAlpha Technologies
Connecticut
$816K +$74.2K +198 +11%
DWP
371
Daymark Wealth Partners
Ohio
$815K – – –
SGAM
372
Smith Group Asset Management
Texas
$801K -$130K -346 -15%
DWM
373
Dakota Wealth Management
Florida
$789K +$744K +1,985 New
Neuberger Berman Group
374
Neuberger Berman Group
New York
$782K -$342K -912 -32%
LAM
375
Lingohr Asset Management
Germany
$780K +$112K +300 +18%
13 14
15
16 17

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.