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Everest Group
EG

692 hedge funds and large institutions have $14.6B invested in Everest Group in 2024 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 262 increasing their positions, 244 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 65

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

14% more call options, than puts

Call options by funds: $141M | Put options by funds: $124M

3% more funds holding

Funds holding: 673 → 692 (+19)

7% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 244

0.38% more ownership

Funds ownership: 93.54% → 93.93% (+0.38%)

8% less capital invested

Capital invested by funds: $15.8B → $14.6B (-$1.22B)

Holders
692
Holders Change
+19
Holders Change %
+2.82%
% of All Funds
9.11%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.14%
New
96
Increased
262
Reduced
244
Closed
65
Calls
$141M
Puts
$124M
Net Calls
+$17.2M
Net Calls Change
+$69.9M

Top Buyers

Rank Fund Capital Flow
1
VVP
Vulcan Value Partners
Alabama
+$270M
2
Norges Bank
Norges Bank
Norway
+$116M
3
SCM
Sterling Capital Management
North Carolina
+$103M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$71.2M
5
DSC
Donald Smith & Co
New York
+$58.2M

Top Sellers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
-$262M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$214M
3
First Trust Advisors
First Trust Advisors
Illinois
-$107M
4
ClearBridge Investments
ClearBridge Investments
New York
-$92.2M
5
BlackRock
BlackRock
New York
-$88.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS AM
26
UBS AM
Illinois
$123M +$11.2M +29,891 +10%
Legal & General Group
27
Legal & General Group
United Kingdom
$119M -$8.18M -21,829 -6%
Millennium Management
28
Millennium Management
New York
$115M +$19.3M +51,642 +19%
SCM
29
Sterling Capital Management
North Carolina
$101M +$103M +276,266 +11,756%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$97.7M -$2.82M -7,541 -3%
Ameriprise
31
Ameriprise
Minnesota
$92.6M +$4.17M +11,122 +5%
Victory Capital Management
32
Victory Capital Management
Texas
$91.6M -$3.59M -9,574 -4%
Deutsche Bank
33
Deutsche Bank
Germany
$84.4M +$19.3M +51,492 +28%
EARNEST Partners
34
EARNEST Partners
Georgia
$82M -$557K -1,486 -0.7%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$72.5M -$1.15M -3,061 -2%
Balyasny Asset Management
36
Balyasny Asset Management
Illinois
$68.9M +$71.2M +190,040 New
JIC
37
Johnson Investment Counsel
Ohio
$67.5M +$3.36M +8,984 +5%
AllianceBernstein
38
AllianceBernstein
Tennessee
$67M -$8.25M -22,035 -11%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$65.8M -$6.63M -17,704 -9%
Man Group
40
Man Group
United Kingdom
$57.7M +$17.8M +47,465 +42%
DSC
41
Donald Smith & Co
New York
$56.3M +$58.2M +155,440 New
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$55.8M +$44.9M +119,944 +353%
Bank of America
43
Bank of America
North Carolina
$55.5M -$24.3M -64,864 -30%
Point72 Asset Management
44
Point72 Asset Management
Connecticut
$55.4M +$57.2M +152,712 New
BNP Paribas Asset Management
45
BNP Paribas Asset Management
France
$53.3M -$909K -2,426 -2%
Two Sigma Investments
46
Two Sigma Investments
New York
$53.2M +$19M +50,648 +53%
Barclays
47
Barclays
United Kingdom
$53M -$25.3M -67,678 -32%
GAI
48
General American Investors
New York
$52.3M +$3.6M +9,600 +7%
SEI Investments
49
SEI Investments
Pennsylvania
$50.4M +$13.4M +35,904 +35%
ZP
50
Zimmer Partners
New York
$49.8M +$4.22M +11,276 +9%
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EG Hedge Fund Activity: Q4 2024 in Review

692 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q4 2024, worth a combined $14.6B — down 7.7% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new EG positions and 65 closed out — a net gain of 31 holders — while 262 added to existing stakes and 244 trimmed.

The largest buyer was Vulcan Value Partners, adding an estimated $270M. The largest seller was Boston Partners, cutting an estimated $262M.

  • 692 institutional investors held Everest Group (EG) as of Q4 2024, up from 673 in Q3 2024.
  • Funds reported $14.6B of Everest Group stock for Q4 2024, down 7.7% quarter-over-quarter.
  • 96 funds opened new Everest Group positions in Q4 2024 and 65 closed out, a net change of +31 holders.
  • The largest Everest Group buyer in Q4 2024 was Vulcan Value Partners, an estimated $270M added.
  • The largest Everest Group seller in Q4 2024 was Boston Partners, an estimated $262M sold.

Based on aggregated 13F filings for Q4 2024.