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Everest Group
EG

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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
513
Holders Change
+35
Holders Change %
+7.32%
% of All Funds
8.09%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
75
Increased
183
Reduced
179
Closed
31
Calls
$19.8M
Puts
$14.7M
Net Calls
+$5.08M
Net Calls Change
+$9.69M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$68.3M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$64.2M
3
Fidelity International
Fidelity International
Bermuda
+$50.1M
4
SO
STRS Ohio
Ohio
+$37.9M
5
American Century Companies
American Century Companies
Missouri
+$26.6M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$166M
2
Capital International Investors
Capital International Investors
California
-$131M
3
Victory Capital Management
Victory Capital Management
Texas
-$86.8M
4
NI
Nuance Investments
Missouri
-$60M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$39M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.4B +$68.3M +237,698 +5%
BlackRock
2
BlackRock
New York
$842M +$574K +1,999 +0.1%
Boston Partners
3
Boston Partners
Massachusetts
$706M +$26.2M +91,251 +4%
State Street
4
State Street
Massachusetts
$618M +$24.7M +86,154 +4%
Franklin Resources
5
Franklin Resources
California
$550M -$17.1M -59,444 -3%
CIP
6
Champlain Investment Partners
Vermont
$372M +$2.11M +7,352 +0.6%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$321M -$2.47M -8,587 -0.8%
Victory Capital Management
8
Victory Capital Management
Texas
$317M -$86.8M -302,080 -22%
AGA
9
Altrinsic Global Advisors
Connecticut
$243M -$6.08M -21,166 -3%
LSV Asset Management
10
LSV Asset Management
Illinois
$238M -$1.32M -4,606 -0.6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$233M +$10M +34,832 +5%
Capital International Investors
12
Capital International Investors
California
$231M -$131M -454,709 -37%
Los Angeles Capital Management
13
Los Angeles Capital Management
California
$208M +$26.4M +92,027 +15%
AQR Capital Management
14
AQR Capital Management
Connecticut
$204M -$10.5M -36,544 -5%
NI
15
Nuance Investments
Missouri
$200M -$60M -208,958 -24%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$199M +$7.77M +27,045 +4%
Invesco
17
Invesco
Georgia
$193M +$18.1M +63,047 +11%
N
18
Nuveen
North Carolina
$181M +$21.9M +76,298 +14%
Norges Bank
19
Norges Bank
Norway
$127M -$3.37M -11,726 -3%
Northern Trust
20
Northern Trust
Illinois
$123M -$2.46M -8,573 -2%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$99.4M -$4.72M -16,420 -5%
First Trust Advisors
22
First Trust Advisors
Illinois
$97.1M -$1.94M -6,740 -2%
Legal & General Group
23
Legal & General Group
United Kingdom
$93.4M +$6.12M +21,296 +7%
Charles Schwab
24
Charles Schwab
California
$90.4M +$2.16M +7,504 +3%
Man Group
25
Man Group
United Kingdom
$81.7M +$8.72M +30,345 +13%
1
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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.