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Everest Group
EG

640 hedge funds and large institutions have $16.2B invested in Everest Group in 2024 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 217 increasing their positions, 268 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $14.5B → $16.2B (+$1.74B)

0.23% less ownership

Funds ownership: 94.31% → 94.08% (-0.23%)

4% less funds holding

Funds holding: 667 → 640 (-27)

19% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 268

21% less funds holding in top 10

Funds holding in top 10: 14 → 11 (-3)

23% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 92

37% less call options, than puts

Call options by funds: $41.1M | Put options by funds: $65.4M

Holders
640
Holders Change
-27
Holders Change %
-4.05%
% of All Funds
9.22%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
71
Increased
217
Reduced
268
Closed
92
Calls
$41.1M
Puts
$65.4M
Net Calls
-$24.3M
Net Calls Change
+$25.1M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$699M
2
Boston Partners
Boston Partners
Massachusetts
+$101M
3
KBC Group
KBC Group
Belgium
+$101M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$98.7M
5
Franklin Resources
Franklin Resources
California
+$85.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$275M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$231M
3
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$103M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$75.1M
5
JAM
Jupiter Asset Management
United Kingdom
-$66.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
DEA
476
DoubleLine ETF Adviser
Florida
$296K – – –
RAM
477
Ramirez Asset Management
New York
$294K – – –
SP
478
Symmetry Partners
Connecticut
$293K +$277K +738 New
VSQM
479
V-Square Quantitative Management
Illinois
$291K +$67.1K +179 +32%
OAM
480
Oppenheimer Asset Management
New York
$290K -$549K -1,464 -67%
SOW
481
State of Wyoming
Wyoming
$290K +$110K +294 +67%
AA
482
Ancora Advisors
Ohio
$288K – – –
SQA
483
Simon Quick Advisors
New Jersey
$287K +$271K +723 New
CCIA
484
Campbell & Co Investment Adviser
Maryland
$284K -$418K -1,116 -61%
BCV
485
Banque Cantonale Vaudoise
Switzerland
$283K – – –
AAS
486
Avantax Advisory Services
Texas
$280K +$2.25K +6 +0.9%
IWC
487
Integrated Wealth Concepts
Massachusetts
$278K -$193K -515 -42%
CDH
488
Charles D. Hyman
$278K – – –
SRL
489
Scientech Research LLC
New Jersey
$274K +$259K +690 New
RDWM
490
Red Door Wealth Management
Tennessee
$266K – – –
IGAM
491
iA Global Asset Management
Quebec, Canada
$264K -$6.37K -17 -2%
CC
492
Centiva Capital
New York
$260K -$2.94M -7,828 -92%
Envestnet Portfolio Solutions
493
Envestnet Portfolio Solutions
Illinois
$259K +$2.25K +6 +0.9%
TYCC
494
Texas Yale Capital Corp
Florida
$258K – – –
AA
495
AlphaCentric Advisors
Puerto Rico
$256K -$33K -88 -12%
PA
496
Profund Advisors
Maryland
$256K +$6.37K +17 +3%
QC
497
Quent Capital
New York
$253K -$4.5K -12 -2%
AG
498
Ascent Group
Virginia
$252K -$39K -104 -14%
ST
499
Smithfield Trust
Pennsylvania
$251K – – –
MYLI
500
Meiji Yasuda Life Insurance
Japan
$250K -$3.75K -10 -2%
18 19
20
21 22

EG Hedge Fund Activity: Q1 2024 in Review

640 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q1 2024, worth a combined $16.2B — up 12% from $14.5B a quarter earlier.

Sellers outnumbered buyers: 92 funds closed out of EG and 71 opened new positions — a net loss of 21 holders — while 268 trimmed existing stakes and 217 added.

The largest buyer was Wellington Management Group, adding an estimated $699M. The largest seller was Morgan Stanley, cutting an estimated $275M.

  • 640 institutional investors held Everest Group (EG) as of Q1 2024, down from 667 in Q4 2023.
  • Funds reported $16.2B of Everest Group stock for Q1 2024, up 12% quarter-over-quarter.
  • 71 funds opened new Everest Group positions in Q1 2024 and 92 closed out, a net change of -21 holders.
  • The largest Everest Group buyer in Q1 2024 was Wellington Management Group, an estimated $699M added.
  • The largest Everest Group seller in Q1 2024 was Morgan Stanley, an estimated $275M sold.

Based on aggregated 13F filings for Q1 2024.