Everest Group
425 hedge funds and large institutions have $7.84B invested in Everest Group in 2020 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 152 increasing their positions, 169 reducing their positions, and 58 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
32% more call options, than puts
Call options by funds: $38.1M | Put options by funds: $28.8M
4% more capital invested
Capital invested by funds: $7.53B → $7.84B (+$305M)
1% less funds holding
Funds holding: 428 → 425 (-3)
0.98% less ownership
Funds ownership: 95.89% → 94.91% (-0.98%)
3% less first-time investments, than exits
New positions opened: 56 | Existing positions closed: 58
10% less repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 169
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$82.1M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
+$81.4M |
| 3 |
BCPEMI
Bain Capital Public Equity Management II
Boston,
Massachusetts
|
+$56.1M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$52.3M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
+$37.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
-$186M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$181M |
| 3 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$96.8M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$67.3M |
| 5 |
Goldman Sachs
New York
|
-$36.7M |
EG Hedge Fund Activity: Q2 2020 in Review
425 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q2 2020, worth a combined $7.84B — up 4% from $7.53B a quarter earlier.
Sellers outnumbered buyers: 58 funds closed out of EG and 56 opened new positions — a net loss of 2 holders — while 169 trimmed existing stakes and 152 added.
The largest buyer was Capital International Investors, adding an estimated $82.1M. The largest seller was AQR Capital Management, cutting an estimated $186M.
- 425 institutional investors held Everest Group (EG) as of Q2 2020, down from 428 in Q1 2020.
- Funds reported $7.84B of Everest Group stock for Q2 2020, up 4% quarter-over-quarter.
- 56 funds opened new Everest Group positions in Q2 2020 and 58 closed out, a net change of -2 holders.
- The largest Everest Group buyer in Q2 2020 was Capital International Investors, an estimated $82.1M added.
- The largest Everest Group seller in Q2 2020 was AQR Capital Management, an estimated $186M sold.
Based on aggregated 13F filings for Q2 2020.