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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
VF
301
Virtu Financial
New York
$532K +$511K +2,148 New
Daiwa Securities Group
302
Daiwa Securities Group
Japan
$531K
KWA
303
KCS Wealth Advisory
California
$490K -$371K -1,559 -44%
BCI
304
Brinker Capital Investments
Pennsylvania
$471K +$453K +1,901 New
Simplex Trading
305
Simplex Trading
Illinois
$468K -$120K -504 -21%
ACM
306
AlphaCrest Capital Management
New York
$464K -$419K -1,758 -48%
B
307
BP
United Kingdom
$460K -$157K -661 -26%
MAM
308
Meeder Asset Management
Ohio
$458K +$424K +1,782 +2,829%
WCM
309
Wedge Capital Management
North Carolina
$455K -$132K -555 -23%
Squarepoint
310
Squarepoint
New York
$444K -$1.74M -7,315 -80%
FMT
311
First Mercantile Trust
Tennessee
$443K -$16.9K -71 -4%
Tudor Investment Corp
312
Tudor Investment Corp
Connecticut
$442K +$168K +707 +66%
DTL
313
Dynamic Technology Lab
Singapore
$432K -$338K -1,418 -45%
Thrivent Financial for Lutherans
314
Thrivent Financial for Lutherans
Minnesota
$425K -$4.79M -20,099 -92%
QT
315
Quantbot Technologies
New York
$411K +$139K +585 +54%
DADC
316
D.A. Davidson & Co
Montana
$406K +$153K +643 +65%
AII
317
AGF Investments Inc
Ontario, Canada
$405K -$33.8K -142 -8%
II
318
Inspire Investing
Idaho
$389K +$374K +1,569 New
RP
319
Rowlandmiller & Partners
Georgia
$387K
NAG
320
Northstar Advisory Group
New Jersey
$375K
AMIM
321
Aull & Monroe Investment Management
Alabama
$372K
HA
322
Harbor Advisors
Florida
$372K
CI
323
Cigna Investments
Connecticut
$371K +$27.1K +114 +8%
RJFSA
324
Raymond James Financial Services Advisors
Florida
$366K -$21.7K -91 -6%
WAM
325
World Asset Management
Michigan
$366K -$15.5K -65 -5%