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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
IIM
101
INTECH Investment Management
Florida
$15.7M -$6.08M -16,847 -27%
DSA
102
Davis Selected Advisers
Arizona
$15.3M -$604K -1,672 -4%
BTW
103
Boston Trust Walden
Massachusetts
$15.1M -$959K -2,655 -6%
Envestnet Asset Management
104
Envestnet Asset Management
Illinois
$15.1M -$561M -1,554,575 -97%
Citigroup
105
Citigroup
New York
$15M +$914K +2,531 +6%
BNP Paribas Asset Management
106
BNP Paribas Asset Management
France
$14.9M +$5.05M +13,981 +47%
Hudson Bay Capital Management
107
Hudson Bay Capital Management
Connecticut
$14.7M +$15.5M +43,000 New
State Board of Administration of Florida Retirement System
108
State Board of Administration of Florida Retirement System
Florida
$14.5M +$2.08M +5,765 +16%
WMSA
109
Weiss Multi-Strategy Advisers
New York
$14.5M -$2.23M -6,186 -13%
VOYA Investment Management
110
VOYA Investment Management
Georgia
$14.2M -$40.5M -112,140 -73%
Toronto Dominion Bank
111
Toronto Dominion Bank
Ontario, Canada
$13.9M +$2.64M +7,298 +22%
Squarepoint
112
Squarepoint
New York
$13.9M +$14.4M +39,815 +5,432%
Mitsubishi UFJ Trust & Banking
113
Mitsubishi UFJ Trust & Banking
Japan
$13.1M +$2.87M +7,953 +26%
PP
114
Prospector Partners
Connecticut
$13M +$72.2K +200 +0.5%
TAIM
115
Te Ahumairangi Investment Management
New Zealand
$12.8M +$554K +1,535 +4%
State of Tennessee, Department of Treasury
116
State of Tennessee, Department of Treasury
Tennessee
$12.6M +$1.4M +3,863 +12%
Mitsubishi UFJ Asset Management
117
Mitsubishi UFJ Asset Management
Japan
$12.3M +$2.44M +6,767 +23%
GT
118
Glenmede Trust
Pennsylvania
$12M – – –
HW
119
Hancock Whitney
Mississippi
$11.7M -$663K -1,835 -5%
NEI
120
Northwest & Ethical Investments
Ontario, Canada
$11.4M +$2.52M +6,979 +26%
DSC
121
Donald Smith & Co
New York
$11M +$722 +2 +0%
BCPE
122
Bain Capital Public Equity
Massachusetts
$10.8M +$788K +2,181 +7%
FCM
123
Frontier Capital Management
Massachusetts
$10.8M -$118K -326 -1%
TD Asset Management
124
TD Asset Management
Ontario, Canada
$10.8M +$853K +2,361 +8%
Canada Life
125
Canada Life
Manitoba, Canada
$10.7M +$424K +1,173 +4%
3 4
5
6 7

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.