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Everest Group

454 hedge funds and large institutions have $9.51B invested in Everest Group in 2021 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 156 increasing their positions, 180 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $17M | Put options by funds: $9.86M

2% more capital invested

Capital invested by funds: $9.29B → $9.51B (+$229M)

0.77% more ownership

Funds ownership: 94.22%94.99% (+0.77%)

8% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 52

2% less funds holding

Funds holding: 463454 (-9)

13% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 180

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
454
Holders Change
-9
Holders Change %
-1.94%
% of All Funds
7.9%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
48
Increased
156
Reduced
180
Closed
52
Calls
$17M
Puts
$9.86M
Net Calls
+$7.11M
Net Calls Change
+$5.18M
Name Holding Trade Value Shares
Change
Change in
Stake
CL
251
CPWM LLC
Washington
$1.02M +$222K +852 +27%
NAM
252
Nissay Asset Management
Japan
$1.01M -$6.77K -26 -0.6%
CWA
253
Canvas Wealth Advisors
Kansas
$998K +$48.7K +187 +5%
LCP
254
Legacy Capital Partners
Wisconsin
$941K -$52.1K -200 -5%
GHAM
255
Gilman Hill Asset Management
Connecticut
$900K +$102K +390 +12%
CIBC Asset Management
256
CIBC Asset Management
Ontario, Canada
$872K +$2.86K +11 +0.3%
AP
257
Advisor Partners
California
$863K -$6.77K -26 -0.8%
FM
258
Foster & Motley
Ohio
$850K -$313K -1,203 -26%
SAM
259
Securian Asset Management
Minnesota
$848K -$26K -100 -3%
OC
260
Oppenheimer & Co
New York
$842K -$1.07M -4,100 -55%
Stifel Financial
261
Stifel Financial
Missouri
$842K -$44.5K -171 -5%
BCI
262
Brinker Capital Investments
Pennsylvania
$840K +$373K +1,433 +75%
IG
263
ING Group
Netherlands
$830K +$168K +644 +24%
Verition Fund Management
264
Verition Fund Management
Connecticut
$815K +$842K +3,235 New
KeyBank National Association
265
KeyBank National Association
Ohio
$795K -$719K -2,763 -47%
TRSOTSOK
266
Teachers Retirement System of the State of Kentucky
Kentucky
$781K
CSPIA
267
Cary Street Partners Investment Advisory
Virginia
$766K +$647K +2,485 +448%
OPPTF
268
OPSEU Pension Plan Trust Fund
Ontario, Canada
$730K -$378K -1,454 -33%
CIBC World Market
269
CIBC World Market
Ontario, Canada
$727K +$750K +2,883 New
SAM
270
Seelaus Asset Management
New Jersey
$720K +$744K +2,857 New
HW
271
Hancock Whitney
Mississippi
$710K -$2.03M -7,814 -73%
APWM
272
Atlas Private Wealth Management
New York
$710K -$111K -425 -13%
AC
273
Annandale Capital
Texas
$706K +$729K +2,800 New
EGM
274
Engineers Gate Manager
New York
$704K -$20.8K -80 -3%
Jane Street
275
Jane Street
New York
$688K -$415K -1,593 -37%

EG Hedge Fund Activity: Q2 2021 in Review

454 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q2 2021, worth a combined $9.51B — up 2.5% from $9.29B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of EG and 48 opened new positions — a net loss of 4 holders — while 180 trimmed existing stakes and 156 added.

The largest buyer was Altrinsic Global Advisors, opening a new position worth an estimated $172M. The largest seller was BlackRock, cutting an estimated $177M.

  • 454 institutional investors held Everest Group (EG) as of Q2 2021, down from 463 in Q1 2021.
  • Funds reported $9.51B of Everest Group stock for Q2 2021, up 2.5% quarter-over-quarter.
  • 48 funds opened new Everest Group positions in Q2 2021 and 52 closed out, a net change of -4 holders.
  • The largest Everest Group buyer in Q2 2021 was Altrinsic Global Advisors, an estimated $172M added.
  • The largest Everest Group seller in Q2 2021 was BlackRock, an estimated $177M sold.

Based on aggregated 13F filings for Q2 2021.