Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Everest Group Ltd (EG)

656 + Investors. Track Smart Money conviction in EG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -19
Streak
1Q ▼
Buyers last Q
47%

Smart Money Signals — EG

Based on 662 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their EG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
662 hedge funds hold EG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding EG is almost the same as a year ago (-3 funds, 0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 47% buying

317 buying354 selling
Last quarter: 354 funds reduced or exited vs 317 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-20 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 90 → 91 → 100 → 80. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 17% medium ■ 16% new
445 out of 662 hedge funds have held EG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~80 new funds/quarter

87 → 90 → 91 → 100 → 80 new funds/Q
New funds entering each quarter: 90 → 91 → 100 → 80. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 71% veterans vs 19% newcomers

■ 71% veterans ■ 9% 1-2yr ■ 19% new
Entry-cohort mix of 673 holders: 479 (71%) are 2+ year veterans, 63 entered 1–2 years ago, and 131 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
66 of 660 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in EG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — EG

In 2026 Q1, 317 hedge funds were net buyers of EG (80 opened a new position, 237 added to an existing one), while 354 reduced or exited (255 trimmed, 99 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. 51% of total institutional value in EG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -19 funds (more exits than new entries). Total institutional holders: 662.

Hedge Fund Ownership: EG

How many hedge funds hold EG — quarterly history vs. share price
Quarterly hedge fund ownership of EG vs. share price

Market Analysis: EG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EG

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

54 top-rated funds 6 high-conviction
Consensus
7.6
/ 10
breadth
×
Elite
4.0
/ 10
conviction
Hedge Fund Positioning: EG
2026 Q2 Stats Unlock in 4 days 656 + Investors

Track Smart Money conviction in EG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 656 680 -3.53%
13F Shares 37M 40M -8.91%
Total Value $11.66B $13.46B -13.39%
New Positions 77 100 -23
Increased Positions 236 203 +33
Closed Positions 101 85 +16
Reduced Positions 248 285 -37
Total Calls 6 8 -25.0%
Total Puts 6 7 -14.29%
PUT/CALL Ratio 1.0 0.88 Neutral

Statistics: EG

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

656 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EG. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 EG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Talaria Asset Management Pty Ltd 21.54% 281,800 $100.7M
2 Vulcan Value Partners, LLC 11.28% 1,036,906 $370.4M
3 Altrinsic Global Advisors LLC 9.98% 760,522 $271.7M
4 Te Ahumairangi Investment Management Ltd 3.16% 54,839 $19.6M
5 CM Management, LLC 2.84% 12,500 $4.5M
6 Grace & White Inc /Ny 2.71% 47,998 $17.1M
7 Donald Smith & CO., INC. 2.71% 428,873 $153.2M
8 NFC Investments, LLC 2.64% 29,066 $10.4M
9 General American Investors Co Inc 2.60% 122,909 $43.9M
10 Dupree Financial Group, LLC 2.43% 18,184 $6.5M
11 Nuance Investments, LLC 1.73% 28,398 $10.1M
12 Mirabella Financial Services LLP 1.72% 50,444 $18.0M
13 Arnhold LLC 1.41% 56,338 $20.1M
14 Palouse Capital Management, Inc. 1.26% 5,638 $2.0M
15 Barrow Hanley Mewhinney & Strauss LLC 1.06% 981,772 $350.7M
16 Equitable Trust Co 1.05% 70,117 $25.0M
17 Causeway Capital Management LLC 0.98% 252,702 $90.3M
18 Systematic Financial Management LP 0.81% 114,411 $40.9M
19 Clough Capital Partners L P 0.80% 27,534 $9.8M
20 Allied Private Wealth LLC 0.79% 3,334 $1.2M
21 Fca Corp /Tx 0.78% 8,827 $3.2M
22 Lmcg Investments, LLC 0.70% 36,815 $13.2M
23 Perpetual Ltd 0.69% 135,942 $48.6M
24 Lighthouse Investment Partners, LLC 0.60% 61,541 $22.0M
25 TCTC Holdings, LLC 0.57% 60,800 $21.7M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Everest Group Ltd (EG)

What does the Smart Money Trend signal show for EG?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their EG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for EG?

More sellers than buyers — 47% buying: Last quarter: 354 funds reduced or exited vs 317 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for EG holders?

Elite ownership — 51% AUM from top-100 funds: 66 of 660 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in EG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EG?

67% of holders stayed for 2+ years: 445 out of 662 hedge funds have held EG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →