We are live on ! Find out more
EG icon

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
ESCM
326
Echo Street Capital Management
New York
$328K +$338K +1,300 New
GHA
327
GW Henssler & Associates
Georgia
$327K +$9.63K +37 +3%
DADC
328
D.A. Davidson & Co
Montana
$326K -$89.5K -344 -21%
WAM
329
World Asset Management
Michigan
$322K -$11.7K -45 -3%
QVT
330
Quantitative Value Technologies
Kansas
$320K +$330K +1,269 New
RIM
331
Redpoint Investment Management
Australia
$319K -$35.9K -138 -10%
GAM
332
Gotham Asset Management
New York
$314K +$12.5K +48 +4%
B
333
BP
United Kingdom
$308K -$165K -633 -34%
NB
334
Norinchukin Bank
Japan
$307K -$3.9K -15 -1%
GG
335
Gofen & Glossberg
Illinois
$302K
UA
336
Unison Advisors
District of Columbia
$302K +$1.82K +7 +0.6%
AAM
337
Advisors Asset Management
Colorado
$296K +$136K +521 +80%
IRF
338
IBM Retirement Fund
New York
$279K -$56.7K -218 -16%
FB
339
Fulton Bank
Pennsylvania
$277K -$33.1K -127 -10%
HPC
340
HM Payson & Co
Maine
$277K
WSC
341
Wellington Shields & Co
New York
$277K
KRSITF
342
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$263K -$20K -77 -7%
CCA
343
Checchi Capital Advisers
California
$261K +$25.8K +99 +11%
Janney Montgomery Scott
344
Janney Montgomery Scott
Pennsylvania
$257K
FCI
345
Financial Counselors Inc
Kansas
$256K +$264K +1,014 New
MYIA
346
Mount Yale Investment Advisors
Colorado
$254K -$22.1K -85 -8%
P
347
Pitcairn
Pennsylvania
$234K -$1.82K -7 -0.7%
GC
348
Globeflex Capital
California
$225K
WCM
349
Weld Capital Management
New York
$225K +$233K +894 New
EGA
350
E&G Advisors
Texas
$217K

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.