Everest Group
530 hedge funds and large institutions have $10.1B invested in Everest Group in 2022 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 196 increasing their positions, 179 reducing their positions, and 39 closing their positions.
72% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 39
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
3% more funds holding
Funds holding: 513 → 530 (+17)
9% more repeat investments, than reductions
Existing positions increased: 196 | Existing positions reduced: 179
1.86% less ownership
Funds ownership: 93.96% → 92.09% (-1.9%)
8% less capital invested
Capital invested by funds: $11B → $10.1B (-$886M)
75% less call options, than puts
Call options by funds: $7.51M | Put options by funds: $30.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCPEMI
Bain Capital Public Equity Management II
Boston,
Massachusetts
|
+$109M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$62.7M |
| 3 |
Morgan Stanley
New York
|
+$58.5M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$40.5M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$33.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Nuance Investments
Kansas City,
Missouri
|
-$82M |
| 2 |
Man Group
London,
United Kingdom
|
-$76.6M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$70.3M |
| 4 |
Capital International Investors
Los Angeles,
California
|
-$61.4M |
| 5 |
State Street
Boston,
Massachusetts
|
-$49.8M |
EG Hedge Fund Activity: Q2 2022 in Review
530 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q2 2022, worth a combined $10.1B — down 8.1% from $11B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new EG positions and 39 closed out — a net gain of 28 holders — while 196 added to existing stakes and 179 trimmed.
The largest buyer was Bain Capital Public Equity Management II, opening a new position worth an estimated $109M. The largest seller was Nuance Investments, cutting an estimated $82M.
- 530 institutional investors held Everest Group (EG) as of Q2 2022, up from 513 in Q1 2022.
- Funds reported $10.1B of Everest Group stock for Q2 2022, down 8.1% quarter-over-quarter.
- 67 funds opened new Everest Group positions in Q2 2022 and 39 closed out, a net change of +28 holders.
- The largest Everest Group buyer in Q2 2022 was Bain Capital Public Equity Management II, an estimated $109M added.
- The largest Everest Group seller in Q2 2022 was Nuance Investments, an estimated $82M sold.
Based on aggregated 13F filings for Q2 2022.