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Everest Group

463 hedge funds and large institutions have $9.29B invested in Everest Group in 2021 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 158 increasing their positions, 168 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

78% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 36

14% more call options, than puts

Call options by funds: $15.4M | Put options by funds: $13.5M

5% more funds holding

Funds holding: 439463 (+24)

4% more capital invested

Capital invested by funds: $8.92B → $9.29B (+$361M)

0.88% less ownership

Funds ownership: 95.1%94.22% (-0.88%)

6% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 168

Holders
463
Holders Change
+24
Holders Change %
+5.47%
% of All Funds
8.13%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
64
Increased
158
Reduced
168
Closed
36
Calls
$15.4M
Puts
$13.5M
Net Calls
+$1.93M
Net Calls Change
-$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
NAM
251
Nissay Asset Management
Japan
$1M -$20.5K -86 -2%
GTCM
252
Gyon Technologies Capital Management
New Jersey
$997K +$958K +4,023 New
Voloridge Investment Management
253
Voloridge Investment Management
Florida
$993K -$4.37M -18,367 -82%
Truist Financial
254
Truist Financial
North Carolina
$981K -$8.33K -35 -0.9%
LCP
255
Legacy Capital Partners
Wisconsin
$975K -$5.95K -25 -0.6%
Fuller & Thaler Asset Management
256
Fuller & Thaler Asset Management
California
$965K +$310K +1,300 +50%
CWA
257
Canvas Wealth Advisors
Kansas
$962K +$898K +3,771 New
CAPTRUST Financial Advisors
258
CAPTRUST Financial Advisors
North Carolina
$952K -$1.11M -4,658 -55%
WBC
259
Westpac Banking Corp
Australia
$938K +$169K +711 +23%
Public Sector Pension Investment Board (PSP Investments)
260
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$938K -$221K -930 -20%
Stifel Financial
261
Stifel Financial
Missouri
$871K -$434K -1,821 -34%
SAM
262
Securian Asset Management
Minnesota
$858K
PP
263
Paloma Partners
Connecticut
$857K +$256K +1,076 +45%
CIBC Asset Management
264
CIBC Asset Management
Ontario, Canada
$855K -$1.63M -6,853 -67%
AP
265
Advisor Partners
California
$855K -$45.5K -191 -5%
LPL Financial
266
LPL Financial
California
$843K +$286K +1,201 +55%
Marshall Wace
267
Marshall Wace
United Kingdom
$821K +$789K +3,312 New
APWM
268
Atlas Private Wealth Management
New York
$804K -$151K -635 -16%
CL
269
CPWM LLC
Washington
$796K +$765K +3,213 New
TNB
270
TCF National Bank
South Dakota
$791K -$286K -1,200 -27%
GHAM
271
Gilman Hill Asset Management
Connecticut
$789K +$70.2K +295 +10%
WG
272
Winton Group
United Kingdom
$778K +$264K +1,107 +54%
TRSOTSOK
273
Teachers Retirement System of the State of Kentucky
Kentucky
$768K
MSRPS
274
Maryland State Retirement & Pension System
Maryland
$746K +$717K +3,011 New
TPCW
275
TD Private Client Wealth
New York
$743K -$19.1K -80 -3%