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Everest Group
EG

630 hedge funds and large institutions have $15.4B invested in Everest Group in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 258 increasing their positions, 211 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 211

0% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 65

5% less capital invested

Capital invested by funds: $16.2B → $15.4B (-$803M)

1.02% less ownership

Funds ownership: 94.08% → 93.06% (-1%)

2% less funds holding

Funds holding: 640 → 630 (-10)

27% less funds holding in top 10

Funds holding in top 10: 11 → 8 (-3)

31% less call options, than puts

Call options by funds: $32.8M | Put options by funds: $47.8M

Holders
630
Holders Change
-10
Holders Change %
-1.56%
% of All Funds
9.1%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
65
Increased
258
Reduced
211
Closed
65
Calls
$32.8M
Puts
$47.8M
Net Calls
-$14.9M
Net Calls Change
+$9.39M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$111M
2
BlackRock
BlackRock
New York
+$94M
3
Invesco
Invesco
Georgia
+$93M
4
William Blair Investment Management
William Blair Investment Management
Illinois
+$50.9M
5
Man Group
Man Group
United Kingdom
+$39.9M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$74.7M
2
Los Angeles Capital Management
Los Angeles Capital Management
California
-$71.4M
3
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$57.7M
4
JP Morgan Chase
JP Morgan Chase
New York
-$54.2M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$38.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.04B +$6.32M +16,729 +0.3%
BlackRock
2
BlackRock
New York
$1.52B +$94M +248,750 +7%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.48B -$38.1M -100,898 -3%
State Street
4
State Street
Massachusetts
$736M -$1.22M -3,236 -0.2%
Franklin Resources
5
Franklin Resources
California
$488M -$453K -1,198 -0.1%
Boston Partners
6
Boston Partners
Massachusetts
$468M +$11.8M +31,221 +3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$435M +$36.5M +96,543 +9%
AQR Capital Management
8
AQR Capital Management
Connecticut
$393M +$6.76M +17,885 +2%
CIP
9
Champlain Investment Partners
Vermont
$360M +$14.5M +38,250 +4%
Norges Bank
10
Norges Bank
Norway
$342M +$111M +293,282 +49%
N
11
Nuveen
North Carolina
$305M -$16.9M -44,652 -5%
Invesco
12
Invesco
Georgia
$301M +$93M +246,074 +45%
AGA
13
Altrinsic Global Advisors
Connecticut
$245M -$369K -977 -0.2%
William Blair Investment Management
14
William Blair Investment Management
Illinois
$221M +$50.9M +134,517 +30%
Morgan Stanley
15
Morgan Stanley
New York
$207M -$7.39M -19,552 -3%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$204M +$14.5M +38,254 +8%
LSV Asset Management
17
LSV Asset Management
Illinois
$182M +$3.27M +8,654 +2%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$175M -$1.38M -3,642 -0.8%
Charles Schwab
19
Charles Schwab
California
$147M -$67.7K -179 -0%
Northern Trust
20
Northern Trust
Illinois
$143M -$9.93M -26,270 -7%
Ameriprise
21
Ameriprise
Minnesota
$142M -$4.88M -12,915 -3%
KBC Group
22
KBC Group
Belgium
$138M +$18.8M +49,663 +16%
Legal & General Group
23
Legal & General Group
United Kingdom
$135M -$15.6M -41,221 -10%
PCH
24
Polar Capital Holdings
United Kingdom
$134M +$7.56M +20,000 +6%
AllianceBernstein
25
AllianceBernstein
Tennessee
$132M -$19.1M -50,596 -13%
1
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EG Hedge Fund Activity: Q2 2024 in Review

630 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q2 2024, worth a combined $15.4B — down 5% from $16.2B a quarter earlier.

Fund positioning in EG was balanced in Q2 2024: 65 funds opened new positions, 65 closed out, 258 added to existing stakes and 211 trimmed.

The largest buyer was Norges Bank, adding an estimated $111M. The largest seller was UBS AM, cutting an estimated $74.7M.

  • 630 institutional investors held Everest Group (EG) as of Q2 2024, down from 640 in Q1 2024.
  • Funds reported $15.4B of Everest Group stock for Q2 2024, down 5% quarter-over-quarter.
  • 65 funds opened new Everest Group positions in Q2 2024 and 65 closed out, a net change of 0 holders.
  • The largest Everest Group buyer in Q2 2024 was Norges Bank, an estimated $111M added.
  • The largest Everest Group seller in Q2 2024 was UBS AM, an estimated $74.7M sold.

Based on aggregated 13F filings for Q2 2024.