Everest Group
557 hedge funds and large institutions have $11.9B invested in Everest Group in 2022 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 153 increasing their positions, 218 reducing their positions, and 45 closing their positions.
127% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 45
24% more capital invested
Capital invested by funds: $9.66B → $11.9B (+$2.27B)
9% more funds holding
Funds holding: 510 → 557 (+47)
1.42% less ownership
Funds ownership: 93.33% → 91.92% (-1.4%)
7% less funds holding in top 10
Funds holding in top 10: 14 → 13 (-1)
30% less repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 218
41% less call options, than puts
Call options by funds: $32.9M | Put options by funds: $55.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
+$140M |
| 2 |
Bank of New York Mellon
New York
|
+$94.5M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$76M |
| 4 |
EIP
Epoch Investment Partners
New York
|
+$54.5M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$48.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$183M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$153M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$76.8M |
| 4 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$43.9M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$37.7M |
EG Hedge Fund Activity: Q4 2022 in Review
557 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q4 2022, worth a combined $11.9B — up 24% from $9.66B a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new EG positions and 45 closed out — a net gain of 57 holders — while 153 added to existing stakes and 218 trimmed.
The largest buyer was Egerton Capital (UK), opening a new position worth an estimated $140M. The largest seller was Franklin Resources, cutting an estimated $183M.
- 557 institutional investors held Everest Group (EG) as of Q4 2022, up from 510 in Q3 2022.
- Funds reported $11.9B of Everest Group stock for Q4 2022, up 24% quarter-over-quarter.
- 102 funds opened new Everest Group positions in Q4 2022 and 45 closed out, a net change of +57 holders.
- The largest Everest Group buyer in Q4 2022 was Egerton Capital (UK), an estimated $140M added.
- The largest Everest Group seller in Q4 2022 was Franklin Resources, an estimated $183M sold.
Based on aggregated 13F filings for Q4 2022.