We are live on ! Find out more
EG icon

Everest Group
EG

581 hedge funds and large institutions have $13.7B invested in Everest Group in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 217 increasing their positions, 198 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.15% more ownership

Funds ownership: 96.73% → 101.88% (+5.1%)

10% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 198

5% more capital invested

Capital invested by funds: $13.1B → $13.7B (+$618M)

3% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 74

0% more funds holding

Funds holding: 581 → 581 (0)

18% less funds holding in top 10

Funds holding in top 10: 11 → 9 (-2)

40% less call options, than puts

Call options by funds: $37.4M | Put options by funds: $62.8M

Holders
581
Holders Change
–
Holders Change %
0%
% of All Funds
9.12%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
76
Increased
217
Reduced
198
Closed
74
Calls
$37.4M
Puts
$62.8M
Net Calls
-$25.4M
Net Calls Change
-$28.9M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$581M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$375M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$158M
4
BlackRock
BlackRock
New York
+$89.6M
5
ZP
Zimmer Partners
New York
+$85.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$561M
2
Boston Partners
Boston Partners
Massachusetts
-$130M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$121M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$95.7M
5
Millennium Management
Millennium Management
New York
-$88.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
51
Junto Capital Management
New York
$45.4M +$16M +44,170 +50%
GAI
52
General American Investors
New York
$44.2M – – –
RFC
53
Regions Financial Corp
Alabama
$44.1M -$10.7M -29,699 -19%
Schroder Investment Management Group
54
Schroder Investment Management Group
United Kingdom
$43.7M +$940K +2,603 +2%
Marshall Wace
55
Marshall Wace
United Kingdom
$43.6M +$33.3M +92,344 +263%
Allspring Global Investments
56
Allspring Global Investments
North Carolina
$40.4M +$17.3M +47,972 +68%
SEI Investments
57
SEI Investments
Pennsylvania
$39.9M -$7.23M -20,028 -15%
ESCM
58
Echo Street Capital Management
New York
$39.6M +$41.8M +115,883 New
SO
59
STRS Ohio
Ohio
$39M +$742K +2,055 +2%
Sumitomo Mitsui Trust Group
60
Sumitomo Mitsui Trust Group
Japan
$38.4M -$2.25M -6,237 -5%
Balyasny Asset Management
61
Balyasny Asset Management
Illinois
$36.8M -$95.7M -265,081 -71%
SAM
62
Storebrand Asset Management
Norway
$36M +$729K +2,020 +2%
CRM
63
Cramer Rosenthal McGlynn
Connecticut
$34.2M +$956K +2,646 +3%
EIP
64
Epoch Investment Partners
New York
$33.7M -$9.82M -27,184 -22%
SFM
65
Systematic Financial Management
New Jersey
$33.4M -$962K -2,664 -3%
Jacobs Levy Equity Management
66
Jacobs Levy Equity Management
New Jersey
$33.3M -$1.34M -3,716 -4%
SSA
67
Schonfeld Strategic Advisors
New York
$32.9M -$14.8M -40,900 -30%
ZDA
68
Zweig-DiMenna Associates
New York
$32.6M +$2.38M +6,600 +7%
CHP
69
Castle Hook Partners
New York
$32.4M +$7.98M +22,084 +30%
Goldman Sachs
70
Goldman Sachs
New York
$29.7M +$6.04M +16,726 +24%
Deutsche Bank
71
Deutsche Bank
Germany
$29M -$58.9K -163 -0.2%
California Public Employees Retirement System
72
California Public Employees Retirement System
California
$28.7M -$280K -774 -0.9%
SI
73
Scout Investments
Missouri
$28.4M -$9.52M -26,355 -25%
APG Asset Management
74
APG Asset Management
Netherlands
$28.4M – – –
HSBC Holdings
75
HSBC Holdings
United Kingdom
$28M -$11M -30,373 -27%
1 2
3
4 5

EG Hedge Fund Activity: Q2 2023 in Review

581 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q2 2023, worth a combined $13.7B — up 4.7% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new EG positions and 74 closed out — a net gain of 2 holders — while 217 added to existing stakes and 198 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $581M. The largest seller was Envestnet Asset Management, cutting an estimated $561M.

  • 581 institutional investors held Everest Group (EG) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $13.7B of Everest Group stock for Q2 2023, up 4.7% quarter-over-quarter.
  • 76 funds opened new Everest Group positions in Q2 2023 and 74 closed out, a net change of +2 holders.
  • The largest Everest Group buyer in Q2 2023 was Wellington Management Group, an estimated $581M added.
  • The largest Everest Group seller in Q2 2023 was Envestnet Asset Management, an estimated $561M sold.

Based on aggregated 13F filings for Q2 2023.