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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
SMDAM
276
Sumitomo Mitsui DS Asset Management
Japan
$743K +$27.9K +117 +4%
EGM
277
Engineers Gate Manager
New York
$712K +$401K +1,683 +142%
LMAM
278
Legg Mason Asset Management
Japan
$707K -$151K -633 -18%
Walleye Trading
279
Walleye Trading
New York
$695K +$335K +1,408 +101%
X
280
Xponance
Pennsylvania
$692K +$250K +1,048 +60%
IG
281
ING Group
Netherlands
$656K -$714 -3 -0.1%
Wellington Management Group
282
Wellington Management Group
Massachusetts
$647K +$622K +2,612 New
AIL
283
AGF Investments LLC
Ontario, Canada
$644K -$145K -611 -19%
NMERB
284
New Mexico Educational Retirement Board
New Mexico
$644K
Swedbank
285
Swedbank
Sweden
$641K +$616K +2,586 New
CIA
286
Citadel Investment Advisory
Ohio
$620K
LSERS
287
Louisiana State Employees Retirement System
Louisiana
$620K
KRS
288
Kentucky Retirement Systems
Kentucky
$609K +$476 +2 +0.1%
ISL
289
Ingalls & Snyder LLC
New York
$598K -$249K -1,045 -30%
Osaic Holdings
290
Osaic Holdings
Arizona
$595K -$46K -193 -7%
VPIM
291
Vanguard Personalized Indexing Management
California
$594K -$67.4K -283 -11%
BOS
292
Bank of Stockton
California
$593K -$52.4K -220 -8%
Wolverine Trading
293
Wolverine Trading
Illinois
$589K +$552K +2,317 New
Pacer Advisors
294
Pacer Advisors
Pennsylvania
$580K -$66.2K -278 -11%
VAS
295
Vestmark Advisory Solutions
Massachusetts
$573K +$301K +1,264 +120%
QIM
296
Quantitative Investment Management
Virginia
$553K -$343K -1,442 -39%
FMC
297
First Merchants Corp
Indiana
$548K -$14K -59 -3%
BC
298
Bartlett & Co
Ohio
$537K +$4.76K +20 +0.9%
BCWM
299
Bartlett & Co Wealth Management
Ohio
$537K +$4.76K +20 +0.9%
OQS
300
Occudo Quantitative Strategies
Florida
$535K +$239K +1,005 +87%