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Everest Group
EG

581 hedge funds and large institutions have $13.1B invested in Everest Group in 2023 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 200 increasing their positions, 209 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 39

16% more call options, than puts

Call options by funds: $26M | Put options by funds: $22.5M

10% more capital invested

Capital invested by funds: $11.9B → $13.1B (+$1.14B)

4% more funds holding

Funds holding: 557 → 581 (+24)

3.13% more ownership

Funds ownership: 93.6% → 96.73% (+3.1%)

4% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 209

15% less funds holding in top 10

Funds holding in top 10: 13 → 11 (-2)

Holders
581
Holders Change
+24
Holders Change %
+4.31%
% of All Funds
9.26%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
73
Increased
200
Reduced
209
Closed
39
Calls
$26M
Puts
$22.5M
Net Calls
+$3.5M
Net Calls Change
+$26M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$557M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$149M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$50.3M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$38.2M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$35.7M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$170M
2
Man Group
Man Group
United Kingdom
-$95M
3
NI
Nuance Investments
Missouri
-$64.2M
4
MHI
Miller Howard Investments
New York
-$43.1M
5
Franklin Resources
Franklin Resources
California
-$42.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.75B +$10.3M +28,784 +0.6%
BlackRock
2
BlackRock
New York
$1.05B +$15.6M +43,371 +1%
State Street
3
State Street
Massachusetts
$633M -$37.4M -103,987 -6%
Boston Partners
4
Boston Partners
Massachusetts
$582M -$170M -472,328 -23%
Victory Capital Management
5
Victory Capital Management
Texas
$422M -$38M -105,673 -8%
Franklin Resources
6
Franklin Resources
California
$371M -$42.5M -118,121 -10%
CIP
7
Champlain Investment Partners
Vermont
$359M -$34.1M -94,765 -9%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$334M -$33.6M -93,508 -9%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$297M +$5.52M +15,356 +2%
AGA
10
Altrinsic Global Advisors
Connecticut
$256M -$4.95M -13,783 -2%
LSV Asset Management
11
LSV Asset Management
Illinois
$237M -$10.1M -28,170 -4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$236M +$19.7M +54,805 +9%
N
13
Nuveen
North Carolina
$234M -$24.3M -67,575 -9%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$229M -$6.29M -17,505 -3%
Los Angeles Capital Management
15
Los Angeles Capital Management
California
$204M -$8.64M -24,031 -4%
AllianceBernstein
16
AllianceBernstein
Tennessee
$195M +$31M +86,359 +19%
BCPEMI
17
Bain Capital Public Equity Management II
Massachusetts
$182M +$4.19M +11,666 +2%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$170M +$149M +413,644 +682%
Morgan Stanley
19
Morgan Stanley
New York
$158M +$4.14M +11,513 +3%
Norges Bank
20
Norges Bank
Norway
$151M +$2.58M +7,182 +2%
ECU
21
Egerton Capital (UK)
United Kingdom
$146M -$15.3M -42,655 -9%
AQR Capital Management
22
AQR Capital Management
Connecticut
$144M +$1.31M +3,637 +0.9%
Northern Trust
23
Northern Trust
Illinois
$143M +$204K +567 +0.1%
Balyasny Asset Management
24
Balyasny Asset Management
Illinois
$133M +$11.6M +32,380 +10%
Invesco
25
Invesco
Georgia
$132M -$28.6M -79,580 -18%
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EG Hedge Fund Activity: Q1 2023 in Review

581 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q1 2023, worth a combined $13.1B — up 9.5% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new EG positions and 39 closed out — a net gain of 34 holders — while 200 added to existing stakes and 209 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $557M. The largest seller was Boston Partners, cutting an estimated $170M.

  • 581 institutional investors held Everest Group (EG) as of Q1 2023, up from 557 in Q4 2022.
  • Funds reported $13.1B of Everest Group stock for Q1 2023, up 9.5% quarter-over-quarter.
  • 73 funds opened new Everest Group positions in Q1 2023 and 39 closed out, a net change of +34 holders.
  • The largest Everest Group buyer in Q1 2023 was Envestnet Asset Management, an estimated $557M added.
  • The largest Everest Group seller in Q1 2023 was Boston Partners, an estimated $170M sold.

Based on aggregated 13F filings for Q1 2023.