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Everest Group
EG

530 hedge funds and large institutions have $10.1B invested in Everest Group in 2022 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 196 increasing their positions, 179 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 39

25% more funds holding in top 10

Funds holding in top 10: 8 → 10 (+2)

3% more funds holding

Funds holding: 513 → 530 (+17)

9% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 179

1.86% less ownership

Funds ownership: 93.96% → 92.09% (-1.9%)

8% less capital invested

Capital invested by funds: $11B → $10.1B (-$886M)

75% less call options, than puts

Call options by funds: $7.51M | Put options by funds: $30.5M

Holders
530
Holders Change
+17
Holders Change %
+3.31%
% of All Funds
8.93%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.17%
New
67
Increased
196
Reduced
179
Closed
39
Calls
$7.51M
Puts
$30.5M
Net Calls
-$23M
Net Calls Change
-$28M

Top Buyers

1
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
+$109M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$62.7M
3
Morgan Stanley
Morgan Stanley
New York
+$58.5M
4
American Century Companies
American Century Companies
Missouri
+$40.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$33.3M

Top Sellers

1
NI
Nuance Investments
Missouri
-$82M
2
Man Group
Man Group
United Kingdom
-$76.6M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$70.3M
4
Capital International Investors
Capital International Investors
California
-$61.4M
5
State Street
State Street
Massachusetts
-$49.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$84.9M +$802K +2,836 +0.9%
Bank of America
27
Bank of America
North Carolina
$78.7M +$32.1M +113,405 +68%
EARNEST Partners
28
EARNEST Partners
Georgia
$72M -$1.71M -6,061 -2%
American Century Companies
29
American Century Companies
Missouri
$67.5M +$40.5M +143,188 +147%
UBS AM
30
UBS AM
Illinois
$67.1M +$10.3M +36,542 +18%
Man Group
31
Man Group
United Kingdom
$62.2M -$76.6M -271,129 Closed
SSA
32
Schonfeld Strategic Advisors
New York
$58.9M -$690K -2,440 -1%
AllianceBernstein
33
AllianceBernstein
Tennessee
$54.3M -$1.24M -4,395 -2%
Ameriprise
34
Ameriprise
Minnesota
$53.6M -$1.92M -6,808 -3%
Jacobs Levy Equity Management
35
Jacobs Levy Equity Management
New Jersey
$49.3M -$2.34M -8,267 -4%
Deutsche Bank
36
Deutsche Bank
Germany
$49.1M -$8.3M -29,365 -14%
Swiss National Bank
37
Swiss National Bank
Switzerland
$47.8M – – –
Fidelity International
38
Fidelity International
Bermuda
$46.6M -$2.37M -8,370 -5%
Lazard Asset Management
39
Lazard Asset Management
New York
$45M +$11.8M +41,720 +35%
PCM
40
Prana Capital Management
Connecticut
$43.7M -$959K -3,391 -2%
SO
41
STRS Ohio
Ohio
$41.6M +$1.97M +6,977 +5%
JAM
42
Jupiter Asset Management
United Kingdom
$39.2M +$3.24M +11,449 +9%
MHI
43
Miller Howard Investments
New York
$38.1M +$604K +2,138 +2%
RFC
44
Regions Financial Corp
Alabama
$37.5M +$156K +552 +0.4%
SEI Investments
45
SEI Investments
Pennsylvania
$37.3M -$312K -1,103 -0.8%
MAM
46
Martingale Asset Management
Massachusetts
$37.2M -$1.36M -4,797 -3%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$35M -$27.9M -98,703 -44%
Wellington Management Group
48
Wellington Management Group
Massachusetts
$34.7M +$33.3M +117,786 +1,911%
GAI
49
General American Investors
New York
$34.1M – – –
Russell Investments Group
50
Russell Investments Group
United Kingdom
$32.4M +$2.16M +7,638 +7%
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EG Hedge Fund Activity: Q2 2022 in Review

530 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q2 2022, worth a combined $10.1B — down 8.1% from $11B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new EG positions and 39 closed out — a net gain of 28 holders — while 196 added to existing stakes and 179 trimmed.

The largest buyer was Bain Capital Public Equity Management II, opening a new position worth an estimated $109M. The largest seller was Nuance Investments, cutting an estimated $82M.

  • 530 institutional investors held Everest Group (EG) as of Q2 2022, up from 513 in Q1 2022.
  • Funds reported $10.1B of Everest Group stock for Q2 2022, down 8.1% quarter-over-quarter.
  • 67 funds opened new Everest Group positions in Q2 2022 and 39 closed out, a net change of +28 holders.
  • The largest Everest Group buyer in Q2 2022 was Bain Capital Public Equity Management II, an estimated $109M added.
  • The largest Everest Group seller in Q2 2022 was Nuance Investments, an estimated $82M sold.

Based on aggregated 13F filings for Q2 2022.