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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
FMBTD
351
First Midwest Bank Trust Division
Illinois
$215K -$37K -142 -14%
KFC
352
Klingenstein Fields & Co
New York
$214K
LOAMS
353
Lombard Odier Asset Management (Switzerland)
Switzerland
$213K -$106K -406 -32%
AAS
354
Avantax Advisory Services
Texas
$212K +$260 +1 +0.1%
TRCT
355
Tower Research Capital (TRC)
New York
$211K -$1.55M -5,971 -88%
EIM
356
Essex Investment Management
Massachusetts
$210K -$67.9K -261 -24%
CCG
357
Cypress Capital Group
Florida
$207K -$8.85K -34 -4%
PGFC
358
Peapack-Gladstone Financial Corp
New Jersey
$205K -$7.55K -29 -3%
VCG
359
Vantage Consulting Group
Virginia
$204K +$211K +809 New
AC
360
Allstate Corporation
Illinois
$201K -$41.9K -161 -17%
AA
361
Ancora Advisors
Ohio
$195K
TWI
362
Thomas White International
Illinois
$174K
IA
363
IndexIQ Advisors
New York
$164K +$169K +649 New
ST
364
Smithfield Trust
Pennsylvania
$158K
Bessemer Group
365
Bessemer Group
New Jersey
$147K +$2.34K +9 +2%
AIP
366
Ameritas Investment Partners
Nebraska
$138K -$19.8K -76 -12%
DZ Bank
367
DZ Bank
Germany
$129K +$134K +513 New
LIM
368
Longfellow Investment Management
Massachusetts
$127K -$72.1K -277 -36%
WB
369
Webster Bank
Connecticut
$126K
BCV
370
Banque Cantonale Vaudoise
Switzerland
$122K
OSAM
371
O'Shaughnessy Asset Management
Connecticut
$113K -$260 -1 -0.2%
Canada Pension Plan Investment Board
372
Canada Pension Plan Investment Board
Ontario, Canada
$110K -$11.3M -43,513 -99%
TAIM
373
TD Ameritrade Investment Management
Nebraska
$100K -$4.95K -19 -5%
Northwestern Mutual Wealth Management
374
Northwestern Mutual Wealth Management
Wisconsin
$86K +$64.5K +248 +279%
Simplex Trading
375
Simplex Trading
Illinois
$80K -$408K -1,568 -83%

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.