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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
GAM
401
Gemmer Asset Management
California
$23K +$3.64K +14 +18%
WAM
402
Wolverine Asset Management
Illinois
$23K +$23.9K +92 New
LFG
403
Larson Financial Group
Missouri
$22K +$260 +1 +1%
S
404
SignatureFD
Georgia
$22K +$4.42K +17 +24%
CI
405
CX Institutional
Indiana
$20K +$2.08K +8 +11%
CFO
406
CVA Family Office
Colorado
$18K +$9.11K +35 +100%
EFSCE
407
Enterprise Financial Services Corp (EFSC)
Missouri
$17K
AP
408
Atwood & Palmer
Missouri
$15K
CTC
409
Central Trust Company
Missouri
$13K -$2.08K -8 -14%
FHC
410
First Horizon Corporation
Tennessee
$13K -$781 -3 -5%
PSB
411
Piscataqua Savings Bank
New Hampshire
$13K
ZB
412
Zions Bancorporation
Utah
$12K -$260 -1 -2%
SIM
413
Sentry Investment Management
Wisconsin
$11K -$92.1K -354 -89%
FHA
414
First Horizon Advisors
Tennessee
$11K -$7.55K -29 -41%
FRA
415
Front Row Advisors
California
$11K -$1.56K -6 -13%
FPS
416
Fieldpoint Private Securities
Connecticut
$8K
WWM
417
Wolff Wiese Magana
California
$7K -$1.04K -4 -13%
BCA
418
Berman Capital Advisors
Georgia
$6K
EW
419
Evoke Wealth
California
$6K
PB
420
Pinnacle Bancorp
Nebraska
$6K
CWM
421
Cranbrook Wealth Management
Michigan
$5K
FMII
422
Farmers & Merchants Investments Inc
Nebraska
$5K
PFBT
423
Parkside Financial Bank & Trust
Missouri
$5K +$1.56K +6 +46%
Nisa Investment Advisors
424
Nisa Investment Advisors
Missouri
$4.7K -$208K -800 -4%
PMFA
425
Plante Moran Financial Advisors
Michigan
$4K

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.