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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

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

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
EARNEST Partners
26
EARNEST Partners
Georgia
$79.2M -$773K -2,692 -1%
Morgan Stanley
27
Morgan Stanley
New York
$77.7M -$8.56M -29,800 -10%
Janus Henderson Group
28
Janus Henderson Group
United Kingdom
$76.5M -$10.5M -36,701 -13%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$67.4M +$64.2M +223,560 New
SSA
30
Schonfeld Strategic Advisors
New York
$64.1M +$1.77M +6,168 +3%
Balyasny Asset Management
31
Balyasny Asset Management
Illinois
$62.9M +$11.6M +40,401 +24%
Deutsche Bank
32
Deutsche Bank
Germany
$61.7M +$9.87M +34,341 +20%
UBS AM
33
UBS AM
Illinois
$61.2M -$607K -2,114 -1%
PPA
34
Parametric Portfolio Associates
Washington
$60M +$372K +1,295 +0.7%
AllianceBernstein
35
AllianceBernstein
Tennessee
$59.7M -$166M -576,552 -74%
Ameriprise
36
Ameriprise
Minnesota
$59.7M +$23M +79,912 +68%
Jacobs Levy Equity Management
37
Jacobs Levy Equity Management
New Jersey
$55.5M +$595K +2,071 +1%
Fidelity International
38
Fidelity International
Bermuda
$52.6M +$50.1M +174,553 New
Swiss National Bank
39
Swiss National Bank
Switzerland
$51.4M +$5.4M +18,800 +12%
Bank of America
40
Bank of America
North Carolina
$50.5M -$8.96M -31,176 -16%
PCM
41
Prana Capital Management
Connecticut
$48M -$5.5M -19,133 -11%
SO
42
STRS Ohio
Ohio
$42.6M +$37.9M +131,914 +1,389%
MAM
43
Martingale Asset Management
Massachusetts
$41.5M -$3.1M -10,790 -7%
SEI Investments
44
SEI Investments
Pennsylvania
$40.4M -$627K -2,183 -2%
MHI
45
Miller Howard Investments
New York
$40.3M -$8.15M -28,386 -18%
RFC
46
Regions Financial Corp
Alabama
$40.1M +$8.68M +30,216 +29%
JAM
47
Jupiter Asset Management
United Kingdom
$38.7M +$17M +59,164 +85%
GAI
48
General American Investors
New York
$36.6M – – –
Lazard Asset Management
49
Lazard Asset Management
New York
$35.8M +$11.9M +41,544 +54%
Robeco Institutional Asset Management
50
Robeco Institutional Asset Management
Netherlands
$33.2M +$16.6M +57,893 +111%
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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.