Everest Group
436 hedge funds and large institutions have $10.3B invested in Everest Group in 2019 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 148 increasing their positions, 164 reducing their positions, and 52 closing their positions.
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
10% more capital invested
Capital invested by funds: $9.37B → $10.3B (+$978M)
2.32% more ownership
Funds ownership: 93.13% → 95.46% (+2.3%)
10% less first-time investments, than exits
New positions opened: 47 | Existing positions closed: 52
10% less repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 164
2% less funds holding
Funds holding: 443 → 436 (-7)
47% less call options, than puts
Call options by funds: $36.2M | Put options by funds: $68M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$135M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$114M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$109M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$71.9M |
| 5 |
BlackRock
New York
|
+$54.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$113M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$68.2M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$67.3M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$34.7M |
| 5 |
Millennium Management
New York
|
-$31.6M |
EG Hedge Fund Activity: Q3 2019 in Review
436 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q3 2019, worth a combined $10.3B — up 10% from $9.37B a quarter earlier.
Sellers outnumbered buyers: 52 funds closed out of EG and 47 opened new positions — a net loss of 5 holders — while 164 trimmed existing stakes and 148 added.
The largest buyer was Franklin Resources, adding an estimated $135M. The largest seller was Boston Partners, cutting an estimated $113M.
- 436 institutional investors held Everest Group (EG) as of Q3 2019, down from 443 in Q2 2019.
- Funds reported $10.3B of Everest Group stock for Q3 2019, up 10% quarter-over-quarter.
- 47 funds opened new Everest Group positions in Q3 2019 and 52 closed out, a net change of -5 holders.
- The largest Everest Group buyer in Q3 2019 was Franklin Resources, an estimated $135M added.
- The largest Everest Group seller in Q3 2019 was Boston Partners, an estimated $113M sold.
Based on aggregated 13F filings for Q3 2019.