Everest Group
513 hedge funds and large institutions have $11B invested in Everest Group in 2022 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 183 increasing their positions, 179 reducing their positions, and 31 closing their positions.
142% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 31
35% more call options, than puts
Call options by funds: $19.8M | Put options by funds: $14.7M
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
9% more capital invested
Capital invested by funds: $10.1B → $11B (+$923M)
7% more funds holding
Funds holding: 478 → 513 (+35)
2% more repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 179
0.4% less ownership
Funds ownership: 94.35% → 93.96% (-0.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$68.3M |
| 2 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$64.2M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
+$50.1M |
| 4 |
SO
STRS Ohio
Columbus,
Ohio
|
+$37.9M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$26.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$166M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$131M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$86.8M |
| 4 |
NI
Nuance Investments
Kansas City,
Missouri
|
-$60M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
-$39M |
EG Hedge Fund Activity: Q1 2022 in Review
513 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q1 2022, worth a combined $11B — up 9.2% from $10.1B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new EG positions and 31 closed out — a net gain of 44 holders — while 183 added to existing stakes and 179 trimmed.
The largest buyer was Vanguard Group, adding an estimated $68.3M. The largest seller was AllianceBernstein, cutting an estimated $166M.
- 513 institutional investors held Everest Group (EG) as of Q1 2022, up from 478 in Q4 2021.
- Funds reported $11B of Everest Group stock for Q1 2022, up 9.2% quarter-over-quarter.
- 75 funds opened new Everest Group positions in Q1 2022 and 31 closed out, a net change of +44 holders.
- The largest Everest Group buyer in Q1 2022 was Vanguard Group, an estimated $68.3M added.
- The largest Everest Group seller in Q1 2022 was AllianceBernstein, an estimated $166M sold.
Based on aggregated 13F filings for Q1 2022.