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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
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$25M -$595K -1,573 -2%
MAM
77
Martingale Asset Management
Massachusetts
$23.9M -$3.17M -8,386 -12%
TH
78
TCTC Holdings
Texas
$23.2M – – –
Mitsubishi UFJ Asset Management
79
Mitsubishi UFJ Asset Management
Japan
$23M +$3.36M +8,895 +17%
SDIC
80
South Dakota Investment Council
South Dakota
$22.2M +$10.2M +26,945 +86%
UBS AM
81
UBS AM
Illinois
$21.6M -$74.7M -197,558 -78%
Capital Fund Management (CFM)
82
Capital Fund Management (CFM)
France
$20.8M +$983K +2,600 +5%
Mackenzie Financial
83
Mackenzie Financial
Ontario, Canada
$20.6M +$6.25M +16,538 +44%
New York State Teachers Retirement System (NYSTRS)
84
New York State Teachers Retirement System (NYSTRS)
New York
$20.2M -$1.11M -2,929 -5%
FCM
85
Frontier Capital Management
Massachusetts
$19.6M +$1.04M +2,744 +6%
SI
86
Scout Investments
Missouri
$19.5M -$1.54M -4,068 -7%
Principal Financial Group
87
Principal Financial Group
Iowa
$19.5M -$982K -2,598 -5%
DRZID
88
DePrince Race & Zollo Inc (DRZ)
Florida
$19.2M -$223K -591 -1%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$19.1M -$767K -2,028 -4%
AL
90
Arnhold LLC
New York
$19M -$61.6K -163 -0.3%
CCP
91
Clough Capital Partners
Massachusetts
$18.8M +$6.26M +16,554 +50%
Citigroup
92
Citigroup
New York
$18.7M +$504K +1,332 +3%
Millennium Management
93
Millennium Management
New York
$18.3M -$15.5M -41,044 -46%
GWI
94
Grace & White Inc
New York
$18M -$18.9K -50 -0.1%
HSBC Holdings
95
HSBC Holdings
United Kingdom
$17.5M -$2.7M -7,134 -13%
SSA
96
Schonfeld Strategic Advisors
New York
$17.4M -$13.9M -36,706 -45%
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
$17.4M +$3.91M +10,344 +29%
PP
98
Prospector Partners
Connecticut
$16.5M +$128K +338 +0.8%
HW
99
Hancock Whitney
Mississippi
$16.3M +$36.3K +96 +0.2%
Pathstone Holdings
100
Pathstone Holdings
New Jersey
$16.2M -$281K -744 -2%
2 3
4
5 6

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.