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Everest Group
EG

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
581
Holders Change
–
Holders Change %
0%
% of All Funds
9.12%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
76
Increased
217
Reduced
198
Closed
74
Calls
$37.4M
Puts
$62.8M
Net Calls
-$25.4M
Net Calls Change
-$28.9M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$581M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$375M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$158M
4
BlackRock
BlackRock
New York
+$89.6M
5
ZP
Zimmer Partners
New York
+$85.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$561M
2
Boston Partners
Boston Partners
Massachusetts
-$130M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$121M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$95.7M
5
Millennium Management
Millennium Management
New York
-$88.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.82B +$158M +437,150 +9%
BlackRock
2
BlackRock
New York
$1.09B +$89.6M +248,108 +8%
State Street
3
State Street
Massachusetts
$650M +$47.8M +132,348 +7%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$641M +$581M +1,609,137 +608%
Boston Partners
5
Boston Partners
Massachusetts
$432M -$130M -359,075 -22%
Franklin Resources
6
Franklin Resources
California
$421M +$70.1M +194,127 +19%
Victory Capital Management
7
Victory Capital Management
Texas
$398M -$4.91M -13,598 -1%
Viking Global Investors
8
Viking Global Investors
Connecticut
$355M +$375M +1,038,182 New
CIP
9
Champlain Investment Partners
Vermont
$344M +$937K +2,595 +0.3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$315M +$33.4M +92,565 +11%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$291M +$68.7M +190,183 +29%
AGA
12
Altrinsic Global Advisors
Connecticut
$265M +$21.9M +60,679 +8%
N
13
Nuveen
North Carolina
$260M +$38.3M +106,162 +16%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$204M -$121M -334,969 -36%
Norges Bank
15
Norges Bank
Norway
$204M +$63M +174,404 +41%
LSV Asset Management
16
LSV Asset Management
Illinois
$194M -$35M -97,028 -15%
Invesco
17
Invesco
Georgia
$182M +$59.8M +165,560 +45%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$182M -$38.9M -107,807 -17%
AllianceBernstein
19
AllianceBernstein
Tennessee
$171M -$16.5M -45,648 -8%
BCPEMI
20
Bain Capital Public Equity Management II
Massachusetts
$158M -$16.4M -45,534 -9%
Los Angeles Capital Management
21
Los Angeles Capital Management
California
$149M -$47.6M -131,821 -23%
Morgan Stanley
22
Morgan Stanley
New York
$147M -$4.26M -11,788 -3%
Northern Trust
23
Northern Trust
Illinois
$142M +$6.45M +17,847 +4%
AQR Capital Management
24
AQR Capital Management
Connecticut
$139M +$2.15M +5,963 +1%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$132M -$31.9M -88,458 -19%
1
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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.