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Everest Group
EG

630 hedge funds and large institutions have $15.4B invested in Everest Group in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 258 increasing their positions, 211 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 211

0% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 65

5% less capital invested

Capital invested by funds: $16.2B → $15.4B (-$803M)

1.02% less ownership

Funds ownership: 94.08% → 93.06% (-1%)

2% less funds holding

Funds holding: 640 → 630 (-10)

27% less funds holding in top 10

Funds holding in top 10: 11 → 8 (-3)

31% less call options, than puts

Call options by funds: $32.8M | Put options by funds: $47.8M

Holders
630
Holders Change
-10
Holders Change %
-1.56%
% of All Funds
9.1%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
65
Increased
258
Reduced
211
Closed
65
Calls
$32.8M
Puts
$47.8M
Net Calls
-$14.9M
Net Calls Change
+$9.39M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$111M
2
BlackRock
BlackRock
New York
+$94M
3
Invesco
Invesco
Georgia
+$93M
4
William Blair Investment Management
William Blair Investment Management
Illinois
+$50.9M
5
Man Group
Man Group
United Kingdom
+$39.9M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$74.7M
2
Los Angeles Capital Management
Los Angeles Capital Management
California
-$71.4M
3
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$57.7M
4
JP Morgan Chase
JP Morgan Chase
New York
-$54.2M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$38.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$129M -$28M -74,052 -18%
Victory Capital Management
27
Victory Capital Management
Texas
$113M +$4.1M +10,853 +4%
AssetMark Inc
28
AssetMark Inc
California
$112M +$819K +2,167 +0.7%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$111M +$313K +829 +0.3%
ClearBridge Investments
30
ClearBridge Investments
New York
$108M -$2.21M -5,843 -2%
First Trust Advisors
31
First Trust Advisors
Illinois
$94.2M +$18.3M +48,480 +24%
EARNEST Partners
32
EARNEST Partners
Georgia
$86.7M -$2.18M -5,760 -2%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$83.8M -$6.36M -16,815 -7%
PCM
34
Prana Capital Management
Connecticut
$82.4M -$21.9M -57,896 -21%
Man Group
35
Man Group
United Kingdom
$79.3M +$39.9M +105,481 +103%
Barclays
36
Barclays
United Kingdom
$76.2M +$18.2M +48,086 +32%
Los Angeles Capital Management
37
Los Angeles Capital Management
California
$70.8M -$71.4M -188,816 -50%
Bank of America
38
Bank of America
North Carolina
$67.4M -$4.34M -11,484 -6%
Deutsche Bank
39
Deutsche Bank
Germany
$65.1M +$12.6M +33,333 +24%
JIC
40
Johnson Investment Counsel
Ohio
$64.4M +$3.64M +9,624 +6%
Amundi
41
Amundi
France
$56.4M +$440K +1,164 +0.8%
BNP Paribas Asset Management
42
BNP Paribas Asset Management
France
$55.4M +$7.49M +19,807 +16%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$53.8M +$4.37M +11,563 +9%
GAI
44
General American Investors
New York
$51.3M +$2.08M +5,490 +4%
Swiss National Bank
45
Swiss National Bank
Switzerland
$49.1M -$416K -1,100 -0.8%
RFC
46
Regions Financial Corp
Alabama
$48M -$322K -851 -0.7%
APG Asset Management
47
APG Asset Management
Netherlands
$44.9M -$4.73M -12,500 -9%
SAM
48
Storebrand Asset Management
Norway
$42.9M +$149K +394 +0.4%
American Century Companies
49
American Century Companies
Missouri
$42M +$6.75M +17,850 +19%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$41.3M -$838K -2,218 -2%
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EG Hedge Fund Activity: Q2 2024 in Review

630 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q2 2024, worth a combined $15.4B — down 5% from $16.2B a quarter earlier.

Fund positioning in EG was balanced in Q2 2024: 65 funds opened new positions, 65 closed out, 258 added to existing stakes and 211 trimmed.

The largest buyer was Norges Bank, adding an estimated $111M. The largest seller was UBS AM, cutting an estimated $74.7M.

  • 630 institutional investors held Everest Group (EG) as of Q2 2024, down from 640 in Q1 2024.
  • Funds reported $15.4B of Everest Group stock for Q2 2024, down 5% quarter-over-quarter.
  • 65 funds opened new Everest Group positions in Q2 2024 and 65 closed out, a net change of 0 holders.
  • The largest Everest Group buyer in Q2 2024 was Norges Bank, an estimated $111M added.
  • The largest Everest Group seller in Q2 2024 was UBS AM, an estimated $74.7M sold.

Based on aggregated 13F filings for Q2 2024.