Everest Group
673 hedge funds and large institutions have $15.8B invested in Everest Group in 2024 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 233 increasing their positions, 236 reducing their positions, and 48 closing their positions.
106% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 48
7% more funds holding
Funds holding: 630 → 673 (+43)
3% more capital invested
Capital invested by funds: $15.4B → $15.8B (+$428M)
0.48% more ownership
Funds ownership: 93.06% → 93.54% (+0.48%)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
1% less repeat investments, than reductions
Existing positions increased: 233 | Existing positions reduced: 236
61% less call options, than puts
Call options by funds: $33.7M | Put options by funds: $86.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$188M |
| 2 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$98.3M |
| 3 |
UBS AM
Chicago,
Illinois
|
+$95.7M |
| 4 |
Millennium Management
New York
|
+$82.9M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$65.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$641M |
| 2 |
BlackRock
New York
|
-$75.6M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$74.8M |
| 4 |
KBC Group
Brussels,
Belgium
|
-$73.5M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$53.3M |
EG Hedge Fund Activity: Q3 2024 in Review
673 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q3 2024, worth a combined $15.8B — up 2.8% from $15.4B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new EG positions and 48 closed out — a net gain of 51 holders — while 233 added to existing stakes and 236 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $188M. The largest seller was Wellington Management Group, cutting an estimated $641M.
- 673 institutional investors held Everest Group (EG) as of Q3 2024, up from 630 in Q2 2024.
- Funds reported $15.8B of Everest Group stock for Q3 2024, up 2.8% quarter-over-quarter.
- 99 funds opened new Everest Group positions in Q3 2024 and 48 closed out, a net change of +51 holders.
- The largest Everest Group buyer in Q3 2024 was First Trust Advisors, an estimated $188M added.
- The largest Everest Group seller in Q3 2024 was Wellington Management Group, an estimated $641M sold.
Based on aggregated 13F filings for Q3 2024.