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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
American Century Companies
301
American Century Companies
Missouri
$486K +$145K +559 +41%
Osaic Holdings
302
Osaic Holdings
Arizona
$482K -$127K -489 -20%
MAM
303
Meeder Asset Management
Ohio
$468K +$3.38K +13 +0.7%
LMAM
304
Legg Mason Asset Management
Japan
$451K -$277K -1,064 -37%
Thrivent Financial for Lutherans
305
Thrivent Financial for Lutherans
Minnesota
$434K +$1.82K +7 +0.4%
FMT
306
First Mercantile Trust
Tennessee
$428K -$22.4K -86 -5%
Mirae Asset Global Investments
307
Mirae Asset Global Investments
South Korea
$413K +$135K +520 +46%
Walleye Trading
308
Walleye Trading
New York
$399K -$317K -1,219 -43%
CAM
309
Cozad Asset Management
Illinois
$384K -$681K -2,615 -63%
NAG
310
Northstar Advisory Group
New Jersey
$381K
PSUF
311
People's United Financial
Connecticut
$380K +$40.9K +157 +12%
Cambridge Investment Research Advisors
312
Cambridge Investment Research Advisors
Iowa
$380K +$392K +1,507 New
TI
313
Tidal Investments
Wisconsin
$379K +$63.2K +243 +19%
AMIM
314
Aull & Monroe Investment Management
Alabama
$378K
HA
315
Harbor Advisors
Florida
$378K
SCM
316
Stevens Capital Management
Pennsylvania
$378K +$390K +1,500 New
RP
317
Rowlandmiller & Partners
Georgia
$377K -$16.9K -65 -4%
RJFSA
318
Raymond James Financial Services Advisors
Florida
$371K -$1.56K -6 -0.4%
CB
319
Commerce Bank
Missouri
$371K
OTPPB
320
Ontario Teachers' Pension Plan Board
Ontario, Canada
$358K -$1.43M -5,489 -79%
M&T Bank
321
M&T Bank
New York
$358K +$10.9K +42 +3%
WCM
322
Wedge Capital Management
North Carolina
$351K -$116K -444 -24%
Nomura Holdings
323
Nomura Holdings
Japan
$338K +$349K +1,340 New
TCM
324
Traynor Capital Management
Pennsylvania
$335K -$12.8K -49 -4%
CI
325
Cigna Investments
Connecticut
$328K -$52.1K -200 -13%

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.