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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
IFAM
376
Institutional & Family Asset Management
Colorado
$79K -$28.6K -110 -26%
PO
377
Private Ocean
California
$71K
ASN
378
Advisory Services Network
Georgia
$70K +$72.9K +280 New
Rockefeller Capital Management
379
Rockefeller Capital Management
New York
$66K +$52.1K +200 +323%
IA
380
IFP Advisors
Florida
$64K +$1.56K +6 +2%
WTC
381
WhitTier Trust Company
Nevada
$64K +$5.47K +21 +9%
PCH
382
Polar Capital Holdings
United Kingdom
$63.8K
ADL
383
Asset Dedication LLC
California
$63K
VCM
384
Versant Capital Management
Arizona
$61K -$21.6K -83 -26%
SOW
385
State of Wyoming
Wyoming
$61K +$63.2K +243 New
KFI
386
Key Financial Inc
Pennsylvania
$60K +$61.7K +237 New
AA
387
Addison Advisors
Vermont
$53K +$55.2K +212 New
IWP
388
IAG Wealth Partners
Wisconsin
$51K +$521 +2 +1%
FFC
389
First Financial Corp
Indiana
$50K
QCG
390
Quadrant Capital Group
Ohio
$49K
M1FG
391
Mach-1 Financial Group
Arkansas
$48K +$13.3K +51 +36%
PI
392
PineBridge Investments
New York
$47K -$3.05M -11,729 -98%
APA
393
American Portfolios Advisors
New York
$45.2K +$2.6K +10 +6%
Fifth Third Bancorp
394
Fifth Third Bancorp
Ohio
$45K -$9.89K -38 -18%
ETC
395
Exchange Traded Concepts
Oklahoma
$45K +$46.6K +179 New
GWSG
396
GPS Wealth Strategies Group
Colorado
$38K
HWMA
397
Heritage Wealth Management (Arizona)
Arizona
$38K
PA
398
Parallel Advisors
California
$37K +$5.47K +21 +17%
CT
399
Caldwell Trust
Florida
$36.5K
KFP
400
KB Financial Partners
New Jersey
$26K -$3.38K -13 -11%

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.