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Everest Group
EG

581 hedge funds and large institutions have $13.7B invested in Everest Group in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 217 increasing their positions, 198 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.15% more ownership

Funds ownership: 96.73% → 101.88% (+5.1%)

10% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 198

5% more capital invested

Capital invested by funds: $13.1B → $13.7B (+$618M)

3% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 74

0% more funds holding

Funds holding: 581 → 581 (0)

18% less funds holding in top 10

Funds holding in top 10: 11 → 9 (-2)

40% less call options, than puts

Call options by funds: $37.4M | Put options by funds: $62.8M

Holders
581
Holders Change
–
Holders Change %
0%
% of All Funds
9.12%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
76
Increased
217
Reduced
198
Closed
74
Calls
$37.4M
Puts
$62.8M
Net Calls
-$25.4M
Net Calls Change
-$28.9M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$581M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$375M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$158M
4
BlackRock
BlackRock
New York
+$89.6M
5
ZP
Zimmer Partners
New York
+$85.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$561M
2
Boston Partners
Boston Partners
Massachusetts
-$130M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$121M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$95.7M
5
Millennium Management
Millennium Management
New York
-$88.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Adage Capital Partners
26
Adage Capital Partners
Massachusetts
$121M +$30.2M +83,500 +31%
Charles Schwab
27
Charles Schwab
California
$116M +$8.98M +24,860 +8%
Legal & General Group
28
Legal & General Group
United Kingdom
$110M +$3.96M +10,977 +4%
ECU
29
Egerton Capital (UK)
United Kingdom
$99.1M -$42.1M -116,684 -29%
PCH
30
Polar Capital Holdings
United Kingdom
$95.7M – – –
Ameriprise
31
Ameriprise
Minnesota
$90.1M -$2.61M -7,241 -3%
First Trust Advisors
32
First Trust Advisors
Illinois
$86.7M -$3.86M -10,675 -4%
EARNEST Partners
33
EARNEST Partners
Georgia
$81.7M -$6.34M -17,547 -7%
ZP
34
Zimmer Partners
New York
$81.2M +$85.8M +237,500 New
UBS AM
35
UBS AM
Illinois
$77.8M – – –
Two Sigma Investments
36
Two Sigma Investments
New York
$65.5M +$50.5M +139,887 +270%
Man Group
37
Man Group
United Kingdom
$64.5M +$68.2M +188,813 New
Bank of America
38
Bank of America
North Carolina
$62.5M -$19.8M -54,878 -23%
Barclays
39
Barclays
United Kingdom
$61.4M +$40.3M +111,693 +164%
Point72 Asset Management
40
Point72 Asset Management
Connecticut
$60.7M +$55.6M +153,985 +657%
VRS
41
Virginia Retirement Systems
Virginia
$59.2M +$4.44M +12,300 +8%
Amundi
42
Amundi
France
$57.7M +$4.62M +12,789 +8%
PCM
43
Prana Capital Management
Connecticut
$57.2M +$21.6M +59,878 +56%
Swiss National Bank
44
Swiss National Bank
Switzerland
$53M -$181K -500 -0.3%
Fidelity International
45
Fidelity International
Bermuda
$51M -$8.15M -22,558 -13%
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$49M +$44.9M +124,412 +663%
JAM
47
Jupiter Asset Management
United Kingdom
$47.8M +$14.9M +41,241 +42%
ClearBridge Investments
48
ClearBridge Investments
New York
$46.5M +$16.1M +44,551 +49%
Citadel Advisors
49
Citadel Advisors
Florida
$45.7M +$25.6M +70,862 +113%
Robeco Institutional Asset Management
50
Robeco Institutional Asset Management
Netherlands
$45.7M +$11.5M +31,809 +31%
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EG Hedge Fund Activity: Q2 2023 in Review

581 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q2 2023, worth a combined $13.7B — up 4.7% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new EG positions and 74 closed out — a net gain of 2 holders — while 217 added to existing stakes and 198 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $581M. The largest seller was Envestnet Asset Management, cutting an estimated $561M.

  • 581 institutional investors held Everest Group (EG) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $13.7B of Everest Group stock for Q2 2023, up 4.7% quarter-over-quarter.
  • 76 funds opened new Everest Group positions in Q2 2023 and 74 closed out, a net change of +2 holders.
  • The largest Everest Group buyer in Q2 2023 was Wellington Management Group, an estimated $581M added.
  • The largest Everest Group seller in Q2 2023 was Envestnet Asset Management, an estimated $561M sold.

Based on aggregated 13F filings for Q2 2023.