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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
FTDI
276
First Trust Direct Indexing
Massachusetts
$687K +$710K +2,727 New
NMERB
277
New Mexico Educational Retirement Board
New Mexico
$680K +$26K +100 +4%
TPCW
278
TD Private Client Wealth
New York
$670K -$88.8K -341 -11%
LPL Financial
279
LPL Financial
California
$657K -$206K -793 -23%
Swedbank
280
Swedbank
Sweden
$652K
SMDAM
281
Sumitomo Mitsui DS Asset Management
Japan
$631K -$129K -497 -17%
CIA
282
Citadel Investment Advisory
Ohio
$630K
LSERS
283
Louisiana State Employees Retirement System
Louisiana
$630K
Pacer Advisors
284
Pacer Advisors
Pennsylvania
$628K +$39K +150 +6%
ISL
285
Ingalls & Snyder LLC
New York
$609K
BOS
286
Bank of Stockton
California
$599K -$3.9K -15 -0.6%
II
287
Inspire Investing
Idaho
$596K +$207K +795 +51%
KRS
288
Kentucky Retirement Systems
Kentucky
$588K -$31.8K -122 -5%
EVM
289
Eaton Vance Management
Massachusetts
$571K +$528K +2,030 +871%
BAM
290
Blueshift Asset Management
New Jersey
$570K +$589K +2,263 New
VAS
291
Vestmark Advisory Solutions
Massachusetts
$560K -$23.9K -92 -4%
FMC
292
First Merchants Corp
Indiana
$553K -$3.9K -15 -0.7%
MG
293
Meritage Group
California
$553K +$571K +2,193 New
Daiwa Securities Group
294
Daiwa Securities Group
Japan
$552K +$12.8K +49 +2%
HNB
295
Huntington National Bank
Ohio
$541K +$516K +1,982 +1,223%
RJT
296
Raymond James Trust
Florida
$538K -$628K -2,413 -53%
BCWM
297
Bartlett & Co Wealth Management
Ohio
$520K -$26K -100 -5%
BC
298
Bartlett & Co
Ohio
$520K -$26K -100 -5%
PP
299
Paloma Partners
Connecticut
$519K -$363K -1,396 -40%
PFG
300
PAX Financial Group
Texas
$505K +$203K +779 +64%

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.