Everest Group
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$581M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
+$375M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$158M |
| 4 |
BlackRock
New York
|
+$89.6M |
| 5 |
ZP
Zimmer Partners
New York
|
+$85.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$561M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$130M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$121M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$95.7M |
| 5 |
Millennium Management
New York
|
-$88.9M |
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.