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Everest Group
EG

513 hedge funds and large institutions have $11B invested in Everest Group in 2022 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 183 increasing their positions, 179 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 31

35% more call options, than puts

Call options by funds: $19.8M | Put options by funds: $14.7M

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

9% more capital invested

Capital invested by funds: $10.1B → $11B (+$923M)

7% more funds holding

Funds holding: 478 → 513 (+35)

2% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 179

0.4% less ownership

Funds ownership: 94.35% → 93.96% (-0.4%)

Holders
513
Holders Change
+35
Holders Change %
+7.32%
% of All Funds
8.09%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
75
Increased
183
Reduced
179
Closed
31
Calls
$19.8M
Puts
$14.7M
Net Calls
+$5.08M
Net Calls Change
+$9.69M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$68.3M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$64.2M
3
Fidelity International
Fidelity International
Bermuda
+$50.1M
4
SO
STRS Ohio
Ohio
+$37.9M
5
American Century Companies
American Century Companies
Missouri
+$26.6M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$166M
2
Capital International Investors
Capital International Investors
California
-$131M
3
Victory Capital Management
Victory Capital Management
Texas
-$86.8M
4
NI
Nuance Investments
Missouri
-$60M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$39M
Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
476
Plante Moran Financial Advisors
Michigan
$5K – – –
PCG
477
Private Capital Group
Connecticut
$5K – – –
HR
478
Howe & Rusling
New York
$5K +$575 +2 +15%
SSG
479
Summit Securities Group
New York
$5K +$4.6K +16 New
AW
480
Alaethes Wealth
Nevada
$4K – – –
BWM
481
BerganKDV Wealth Management
Minnesota
$4K – – –
T
482
TCWP
Ohio
$4K +$4.31K +15 New
Macquarie Group
483
Macquarie Group
Australia
$3.35K – – –
HS
484
Horan Securities
United States
$3K – – –
NFSG
485
Newbridge Financial Services Group
Florida
$3K – – –
AF
486
Advisornet Financial
Minnesota
$3K +$575 +2 +29%
GIA
487
GHP Investment Advisors
Colorado
$3K +$2.87K +10 New
CI
488
Cordant Inc
Oregon
$3K +$3.16K +11 New
CAL
489
Capital Analysts LLC
Pennsylvania
$2K – – –
JWM
490
Janiczek Wealth Management
Colorado
$2K – – –
JFA
491
JNBA Financial Advisors
Minnesota
$2K – – –
LC
492
Lindbrook Capital
California
$2K – – –
SPIA
493
Steward Partners Investment Advisory
New York
$2K – – –
TFO
494
Tarbox Family Office
California
$2K – – –
SC
495
Schubert & Co
Texas
$2K +$287 +1 +20%
DI
496
Disciplined Investments
Oklahoma
$2K +$2.01K +7 New
GRP
497
Global Retirement Partners
California
$2K +$2.3K +8 New
WWP
498
WR Wealth Planners
Missouri
$1.51K +$1.44K +5 New
BWA
499
BDO Wealth Advisors
Florida
$1K – – –
CWC
500
Carolinas Wealth Consulting
North Carolina
$1K – – –
18 19
20
21 22

EG Hedge Fund Activity: Q1 2022 in Review

513 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q1 2022, worth a combined $11B — up 9.2% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new EG positions and 31 closed out — a net gain of 44 holders — while 183 added to existing stakes and 179 trimmed.

The largest buyer was Vanguard Group, adding an estimated $68.3M. The largest seller was AllianceBernstein, cutting an estimated $166M.

  • 513 institutional investors held Everest Group (EG) as of Q1 2022, up from 478 in Q4 2021.
  • Funds reported $11B of Everest Group stock for Q1 2022, up 9.2% quarter-over-quarter.
  • 75 funds opened new Everest Group positions in Q1 2022 and 31 closed out, a net change of +44 holders.
  • The largest Everest Group buyer in Q1 2022 was Vanguard Group, an estimated $68.3M added.
  • The largest Everest Group seller in Q1 2022 was AllianceBernstein, an estimated $166M sold.

Based on aggregated 13F filings for Q1 2022.