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Everest Group
EG

630 hedge funds and large institutions have $15.4B invested in Everest Group in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 258 increasing their positions, 211 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 211

0% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 65

5% less capital invested

Capital invested by funds: $16.2B → $15.4B (-$803M)

1.02% less ownership

Funds ownership: 94.08% → 93.06% (-1%)

2% less funds holding

Funds holding: 640 → 630 (-10)

27% less funds holding in top 10

Funds holding in top 10: 11 → 8 (-3)

31% less call options, than puts

Call options by funds: $32.8M | Put options by funds: $47.8M

Holders
630
Holders Change
-10
Holders Change %
-1.56%
% of All Funds
9.1%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
65
Increased
258
Reduced
211
Closed
65
Calls
$32.8M
Puts
$47.8M
Net Calls
-$14.9M
Net Calls Change
+$9.39M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$111M
2
BlackRock
BlackRock
New York
+$94M
3
Invesco
Invesco
Georgia
+$93M
4
William Blair Investment Management
William Blair Investment Management
Illinois
+$50.9M
5
Man Group
Man Group
United Kingdom
+$39.9M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$74.7M
2
Los Angeles Capital Management
Los Angeles Capital Management
California
-$71.4M
3
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$57.7M
4
JP Morgan Chase
JP Morgan Chase
New York
-$54.2M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$38.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
51
Goldman Sachs
New York
$41M -$28.6M -75,560 -41%
Qube Research & Technologies (QRT)
52
Qube Research & Technologies (QRT)
United Kingdom
$38.4M +$12.4M +32,925 +48%
ZP
53
Zimmer Partners
New York
$38.1M +$21.7M +57,500 +135%
TD Asset Management
54
TD Asset Management
Ontario, Canada
$36.3M +$3.08M +8,139 +9%
CCMG
55
Clark Capital Management Group
Pennsylvania
$36.1M +$703K +1,860 +2%
SFM
56
Systematic Financial Management
New Jersey
$36M -$2.54M -6,724 -7%
T. Rowe Price Associates
57
T. Rowe Price Associates
Maryland
$35.9M +$5.99M +15,844 +20%
SEI Investments
58
SEI Investments
Pennsylvania
$35.7M -$521K -1,377 -1%
Robeco Institutional Asset Management
59
Robeco Institutional Asset Management
Netherlands
$35.3M -$6.24M -16,499 -15%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$35.2M -$69.6K -184 -0.2%
Fidelity International
61
Fidelity International
Bermuda
$34.6M -$6.1M -16,140 -15%
UBS Group
62
UBS Group
Switzerland
$34.6M -$2.75M -7,273 -7%
Jacobs Levy Equity Management
63
Jacobs Levy Equity Management
New Jersey
$33.7M -$11.2M -29,688 -25%
Schroder Investment Management Group
64
Schroder Investment Management Group
United Kingdom
$32.1M -$4.5M -11,905 -12%
RG
65
Renaissance Group
Kentucky
$31.9M -$105K -279 -0.3%
National Pension Service
66
National Pension Service
South Korea
$31.7M +$1.33M +3,529 +4%
Mariner
67
Mariner
Kansas
$31M +$318K +842 +1%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$30.6M -$459K -1,215 -1%
ZDA
69
Zweig-DiMenna Associates
New York
$30.4M -$5.8M -15,335 -16%
Lazard Asset Management
70
Lazard Asset Management
New York
$27.8M +$1.97M +5,206 +8%
Allspring Global Investments
71
Allspring Global Investments
North Carolina
$26.5M -$11.2M -29,654 -30%
Two Sigma Investments
72
Two Sigma Investments
New York
$26.1M +$12.1M +32,091 +88%
Allianz Asset Management
73
Allianz Asset Management
Germany
$25.2M +$9.18M +24,286 +58%
DB
74
Danske Bank
Denmark
$25M -$13.3M -35,097 -35%
JP Morgan Chase
75
JP Morgan Chase
New York
$25M -$54.2M -143,434 -69%
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EG Hedge Fund Activity: Q2 2024 in Review

630 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q2 2024, worth a combined $15.4B — down 5% from $16.2B a quarter earlier.

Fund positioning in EG was balanced in Q2 2024: 65 funds opened new positions, 65 closed out, 258 added to existing stakes and 211 trimmed.

The largest buyer was Norges Bank, adding an estimated $111M. The largest seller was UBS AM, cutting an estimated $74.7M.

  • 630 institutional investors held Everest Group (EG) as of Q2 2024, down from 640 in Q1 2024.
  • Funds reported $15.4B of Everest Group stock for Q2 2024, down 5% quarter-over-quarter.
  • 65 funds opened new Everest Group positions in Q2 2024 and 65 closed out, a net change of 0 holders.
  • The largest Everest Group buyer in Q2 2024 was Norges Bank, an estimated $111M added.
  • The largest Everest Group seller in Q2 2024 was UBS AM, an estimated $74.7M sold.

Based on aggregated 13F filings for Q2 2024.