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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
LPL Financial
151
LPL Financial
California
$8.01M -$163K -431 -2%
FTIS
152
First Trust Investment Solutions
Florida
$7.69M -$615K -1,628 -7%
State of Tennessee, Department of Treasury
153
State of Tennessee, Department of Treasury
Tennessee
$7.54M -$2.19M -5,804 -23%
Treasurer of the State of North Carolina
154
Treasurer of the State of North Carolina
North Carolina
$7.33M -$4.46M -11,807 -38%
VOYA Investment Management
155
VOYA Investment Management
Georgia
$7.2M +$411K +1,088 +6%
LG
156
Leuthold Group
Minnesota
$7.08M -$66.5K -176 -0.9%
Ensign Peak Advisors
157
Ensign Peak Advisors
Utah
$6.69M -$32.1K -85 -0.5%
MIF
158
Mediolanum International Funds
Ireland
$6.66M +$576K +1,525 +9%
MOACM
159
Mutual of America Capital Management
New York
$6.5M +$423K +1,119 +7%
MSV
160
MN Services Vermogensbeheer
Netherlands
$6.48M -$189K -500 -3%
Asset Management One
161
Asset Management One
Japan
$6.25M +$147K +388 +2%
CHAM
162
Clear Harbor Asset Management
Connecticut
$6.14M +$229K +606 +4%
Grantham, Mayo, Van Otterloo & Co (GMO)
163
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$5.95M +$5.9M +15,618 New
State of New Jersey Common Pension Fund D
164
State of New Jersey Common Pension Fund D
New Jersey
$5.86M -$3.3M -8,731 -36%
Rafferty Asset Management
165
Rafferty Asset Management
New York
$5.83M +$6.43K +17 +0.1%
RAM
166
Resona Asset Management
Japan
$5.5M -$343K -908 -6%
ET
167
Equitable Trust
Tennessee
$5.44M +$2.05M +5,417 +61%
Nisa Investment Advisors
168
Nisa Investment Advisors
Missouri
$5.44M -$696K -1,842 -11%
AB
169
Amalgamated Bank
New York
$5.38M +$880K +2,328 +20%
MNA
170
Manning & Napier Advisors
New York
$5.36M +$5.31M +14,056 New
FAFTFSNP
171
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)
Sweden
$5.33M +$5.29M +13,987 New
MYIA
172
Mount Yale Investment Advisors
Colorado
$5.18M -$776K -2,052 -13%
Bank of Nova Scotia
173
Bank of Nova Scotia
Ontario, Canada
$5.08M +$2.63M +6,958 +109%
PI
174
PGGM Investments
Netherlands
$4.99M -$163K -430 -3%
SOMRS
175
State of Michigan Retirement System
Michigan
$4.92M +$75.6K +200 +2%
5 6
7
8 9

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.