Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Everest Group Ltd (EG)

677 + 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
↑ +24
Streak
1Q ▲
Buyers last Q
53%

Smart Money Signals — EG

Based on 687 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added EG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
687 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 (+19 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 53% buying

353 buying319 selling
Last quarter: 353 funds bought or added vs 319 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new EG position: 91 → 101 → 80 → 92. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 16% medium ■ 17% new
464 out of 687 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.
💎

Buying through price weakness — shares +51%, value +13%

Value
+13%
Shares
+51%
Last quarter: funds added +51% more shares while total portfolio value only changed +13%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~92 new funds/quarter

91 → 91 → 101 → 80 → 92 new funds/Q
New funds entering each quarter: 91 → 101 → 80 → 92. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 70% veterans vs 20% newcomers

■ 70% veterans ■ 10% 1-2yr ■ 20% new
Entry-cohort mix of 695 holders: 485 (70%) are 2+ year veterans, 71 entered 1–2 years ago, and 139 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
64 of 685 holders are among the 100 largest funds by AUM, controlling 54% 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 Q2, 353 hedge funds were net buyers of EG (92 opened a new position, 261 added to an existing one), while 319 reduced or exited (251 trimmed, 68 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 54% of total institutional value in EG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +24 funds (more new holders than closures). Total institutional holders: 687.

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 ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

28 top-rated funds 9 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
4.1
/ 10
conviction
Hedge Fund Positioning: EG
2026 Q3 Stats Unlock in 49 days 677 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 677 663 2.11%
13F Shares 39M 38M 1.79%
Total Value $13.69B $12.19B 12.36%
New Positions 90 80 +10
Increased Positions 255 237 +18
Closed Positions 74 98 -24
Reduced Positions 247 250 -3
Total Calls 4 6 -33.33%
Total Puts 5 6 -16.67%
PUT/CALL Ratio 1.25 1.0 Bearish

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)

677 + 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:
Top 25 EG holders by conviction (% of portfolio weight) — 2026 Q2 · 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 Reflection Asset Management 0.77% 3,865 $1.3M
23 Deprince Race & Zollo Inc 0.74% 123,009 $43.9M
24 Lmcg Investments, LLC 0.70% 36,815 $13.2M
25 Perpetual Ltd 0.69% 135,942 $48.6M
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added EG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EG?

Slight buying edge — 53% buying: Last quarter: 353 funds bought or added vs 319 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EG holders?

Elite ownership — 54% AUM from top-100 funds: 64 of 685 holders are among the 100 largest funds by AUM, controlling 54% 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?

68% of holders stayed for 2+ years: 464 out of 687 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 →