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Everest Group
EG

581 hedge funds and large institutions have $13.1B invested in Everest Group in 2023 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 200 increasing their positions, 209 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 39

16% more call options, than puts

Call options by funds: $26M | Put options by funds: $22.5M

10% more capital invested

Capital invested by funds: $11.9B → $13.1B (+$1.14B)

4% more funds holding

Funds holding: 557 → 581 (+24)

3.13% more ownership

Funds ownership: 93.6% → 96.73% (+3.1%)

4% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 209

15% less funds holding in top 10

Funds holding in top 10: 13 → 11 (-2)

Holders
581
Holders Change
+24
Holders Change %
+4.31%
% of All Funds
9.26%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
73
Increased
200
Reduced
209
Closed
39
Calls
$26M
Puts
$22.5M
Net Calls
+$3.5M
Net Calls Change
+$26M

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$557M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$149M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$50.3M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$38.2M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$35.7M

Top Sellers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
-$170M
2
Man Group
Man Group
United Kingdom
-$95M
3
NI
Nuance Investments
Missouri
-$64.2M
4
MHI
Miller Howard Investments
New York
-$43.1M
5
Franklin Resources
Franklin Resources
California
-$42.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFSG
551
Newbridge Financial Services Group
Florida
$3.26K – – –
HS
552
Horan Securities
United States
$3.22K – – –
FRA
553
Front Row Advisors
California
$3K -$4.31K -12 -60%
SPIA
554
Steward Partners Investment Advisory
New York
$2.86K – – –
JFA
555
JNBA Financial Advisors
Minnesota
$2.15K – – –
DI
556
Disciplined Investments
Oklahoma
$2.15K -$359 -1 -14%
WT
557
Washington Trust
Rhode Island
$2.15K +$719 +2 +50%
CAL
558
Capital Analysts LLC
Pennsylvania
$2K – – –
SSC
559
Syverson Strege & Co
Iowa
$1.79K +$1.8K +5 New
JWM
560
Janiczek Wealth Management
Colorado
$1.44K -$719 -2 -33%
MCM
561
Manchester Capital Management
Vermont
$1.43K – – –
PWMG
562
Prestige Wealth Management Group
New Jersey
$1.43K – – –
VWM
563
Venturi Wealth Management
Texas
$1.43K +$1.44K +4 New
CAC
564
Core Alternative Capital
Georgia
$1.43K +$1.44K +4 New
PI
565
PEAK6 Investments
Illinois
$1.15K +$359 +1 +50%
GRP
566
Global Retirement Partners
California
$1.13K – – –
CWC
567
Carolinas Wealth Consulting
North Carolina
$1.07K – – –
IRC
568
Investors Research Corp
Georgia
$1.07K – – –
ECM
569
Everence Capital Management
Indiana
$1.02K – – –
SIA
570
SkyView Investment Advisors
New Jersey
$1K +$1.08K +3 New
BAM
571
Baldrige Asset Management
Pennsylvania
$1K +$1.44K +4 New
BWM
572
BerganKDV Wealth Management
Minnesota
$825 – – –
BWA
573
BDO Wealth Advisors
Florida
$717 – – –
NSIM
574
North Star Investment Management
Illinois
$716 – – –
CFGS
575
Concourse Financial Group Securities
Alabama
$716 +$719 +2 New
21 22
23
24 25

EG Hedge Fund Activity: Q1 2023 in Review

581 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q1 2023, worth a combined $13.1B — up 9.5% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new EG positions and 39 closed out — a net gain of 34 holders — while 200 added to existing stakes and 209 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $557M. The largest seller was Boston Partners, cutting an estimated $170M.

  • 581 institutional investors held Everest Group (EG) as of Q1 2023, up from 557 in Q4 2022.
  • Funds reported $13.1B of Everest Group stock for Q1 2023, up 9.5% quarter-over-quarter.
  • 73 funds opened new Everest Group positions in Q1 2023 and 39 closed out, a net change of +34 holders.
  • The largest Everest Group buyer in Q1 2023 was Envestnet Asset Management, an estimated $557M added.
  • The largest Everest Group seller in Q1 2023 was Boston Partners, an estimated $170M sold.

Based on aggregated 13F filings for Q1 2023.