Everest Group
692 hedge funds and large institutions have $14.6B invested in Everest Group in 2024 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 262 increasing their positions, 244 reducing their positions, and 65 closing their positions.
48% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 65
38% more funds holding in top 10
Funds holding in top 10: 8 → 11 (+3)
14% more call options, than puts
Call options by funds: $141M | Put options by funds: $124M
3% more funds holding
Funds holding: 673 → 692 (+19)
7% more repeat investments, than reductions
Existing positions increased: 262 | Existing positions reduced: 244
0.38% more ownership
Funds ownership: 93.54% → 93.93% (+0.38%)
8% less capital invested
Capital invested by funds: $15.8B → $14.6B (-$1.22B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$270M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$116M |
| 3 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
+$103M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$71.2M |
| 5 |
DSC
Donald Smith & Co
New York
|
+$58.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$262M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$214M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$107M |
| 4 |
ClearBridge Investments
New York
|
-$92.2M |
| 5 |
BlackRock
New York
|
-$88.3M |
EG Hedge Fund Activity: Q4 2024 in Review
692 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q4 2024, worth a combined $14.6B — down 7.7% from $15.8B a quarter earlier.
Buyers outnumbered sellers: 96 funds opened new EG positions and 65 closed out — a net gain of 31 holders — while 262 added to existing stakes and 244 trimmed.
The largest buyer was Vulcan Value Partners, adding an estimated $270M. The largest seller was Boston Partners, cutting an estimated $262M.
- 692 institutional investors held Everest Group (EG) as of Q4 2024, up from 673 in Q3 2024.
- Funds reported $14.6B of Everest Group stock for Q4 2024, down 7.7% quarter-over-quarter.
- 96 funds opened new Everest Group positions in Q4 2024 and 65 closed out, a net change of +31 holders.
- The largest Everest Group buyer in Q4 2024 was Vulcan Value Partners, an estimated $270M added.
- The largest Everest Group seller in Q4 2024 was Boston Partners, an estimated $262M sold.
Based on aggregated 13F filings for Q4 2024.