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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
AP
626
Aspect Partners
Virginia
$1.19K +$750 +2 +200%
RS
627
Rakuten Securities
Japan
$1.19K +$750 +2 +200%
ECM
628
Everence Capital Management
Indiana
$1.13K – – –
CPG
629
Cornerstone Planning Group
New Jersey
$1.11K +$1.13K +3 New
AW
630
Avion Wealth
Texas
$1K -$750 -2 -67%
VNA
631
Valley National Advisers
Pennsylvania
$1K – – –
RCM
632
Raleigh Capital Management
North Carolina
$795 +$375 +1 +100%
SIC
633
Salem Investment Counselors
North Carolina
$795 +$750 +2 New
Kayne Anderson Rudnick Investment Management
634
Kayne Anderson Rudnick Investment Management
California
$467 – – –
AWM
635
Abound Wealth Management
Tennessee
$406 – – –
LFG
636
Larson Financial Group
Missouri
$398 -$49.5K -132 -99%
TWP
637
TFO Wealth Partners
Ohio
$398 -$750 -2 -67%
HWP
638
Highline Wealth Partners
California
$398 – – –
TCM
639
TD Capital Management
Tennessee
$398 +$375 +1 New
TFM
640
TFC Financial Management
Massachusetts
$398 +$375 +1 New
Viking Global Investors
641
Viking Global Investors
Connecticut
– -$231M -652,302 Closed
JAM
642
Jupiter Asset Management
United Kingdom
– -$66.1M -186,854 Closed
JCM
643
Junto Capital Management
New York
– -$47.6M -134,701 Closed
CRM
644
Cramer Rosenthal McGlynn
Connecticut
– -$26.6M -75,110 Closed
EIP
645
Epoch Investment Partners
New York
– -$22.4M -63,388 Closed
GC
646
Gillson Capital
Illinois
– -$21.4M -60,487 Closed
TC
647
TwinBeech Capital
New York
– -$18M -50,958 Closed
Point72 Asset Management
648
Point72 Asset Management
Connecticut
– -$17.5M -49,485 Closed
CSS
649
Cubist Systematic Strategies
Connecticut
– -$18.1M -48,398 Closed
PHK
650
Point72 Hong Kong
Hong Kong
– -$10.6M -29,997 Closed
24 25
26
27 28

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.