Everest Group
511 hedge funds and large institutions have $9.54B invested in Everest Group in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 192 increasing their positions, 187 reducing their positions, and 61 closing their positions.
40% more funds holding in top 10
Funds holding in top 10: 10 → 14 (+4)
1.26% more ownership
Funds ownership: 92.09% → 93.35% (+1.3%)
3% more repeat investments, than reductions
Existing positions increased: 192 | Existing positions reduced: 187
4% less funds holding
Funds holding: 530 → 511 (-19)
6% less capital invested
Capital invested by funds: $10.1B → $9.54B (-$576M)
23% less first-time investments, than exits
New positions opened: 47 | Existing positions closed: 61
63% less call options, than puts
Call options by funds: $18.8M | Put options by funds: $50.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$74.8M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$49.1M |
| 3 |
BCPEMI
Bain Capital Public Equity Management II
Boston,
Massachusetts
|
+$42.3M |
| 4 |
Man Group
London,
United Kingdom
|
+$39.5M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$154M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
-$44.1M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$34.9M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$21.8M |
| 5 |
Los Angeles Capital Management
Los Angeles,
California
|
-$21.4M |
EG Hedge Fund Activity: Q3 2022 in Review
511 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q3 2022, worth a combined $9.54B — down 5.7% from $10.1B a quarter earlier.
Sellers outnumbered buyers: 61 funds closed out of EG and 47 opened new positions — a net loss of 14 holders — while 187 trimmed existing stakes and 192 added.
The largest buyer was Victory Capital Management, adding an estimated $74.8M. The largest seller was Capital International Investors, exiting entirely with an estimated $154M sold.
- 511 institutional investors held Everest Group (EG) as of Q3 2022, down from 530 in Q2 2022.
- Funds reported $9.54B of Everest Group stock for Q3 2022, down 5.7% quarter-over-quarter.
- 47 funds opened new Everest Group positions in Q3 2022 and 61 closed out, a net change of -14 holders.
- The largest Everest Group buyer in Q3 2022 was Victory Capital Management, an estimated $74.8M added.
- The largest Everest Group seller in Q3 2022 was Capital International Investors, an estimated $154M sold.
Based on aggregated 13F filings for Q3 2022.