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Everest Group
EG

439 hedge funds and large institutions have $8.92B invested in Everest Group in 2020 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 138 increasing their positions, 178 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $36.2M | Put options by funds: $23.5M

29% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 45

19% more capital invested

Capital invested by funds: $7.49B → $8.92B (+$1.44B)

2% more funds holding

Funds holding: 432 → 439 (+7)

0.2% more ownership

Funds ownership: 94.9% → 95.1% (+0.2%)

22% less repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 178

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
439
Holders Change
+7
Holders Change %
+1.62%
% of All Funds
7.77%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
58
Increased
138
Reduced
178
Closed
45
Calls
$36.2M
Puts
$23.5M
Net Calls
+$12.7M
Net Calls Change
+$15.2M

Top Buyers

Rank Fund Capital Flow
1
NI
Nuance Investments
Missouri
+$146M
2
APG Asset Management
APG Asset Management
Netherlands
+$50.4M
3
Capital International Investors
Capital International Investors
California
+$42.6M
4
Boston Partners
Boston Partners
Massachusetts
+$28.5M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$23.9M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$130M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$102M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$28.7M
4
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$27M
5
LSV Asset Management
LSV Asset Management
Illinois
-$25M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
426
Carolinas Wealth Consulting
North Carolina
$1K – – –
CFA
427
Carroll Financial Associates
North Carolina
$1K – – –
IRC
428
Investors Research Corp
Georgia
$1K – – –
JFA
429
JNBA Financial Advisors
Minnesota
$1K – – –
LC
430
Lindbrook Capital
California
$1K – – –
JWM
431
Janiczek Wealth Management
Colorado
$1K +$1.32K +6 New
NFSG
432
Newbridge Financial Services Group
Florida
$1K +$1.32K +6 New
SPIA
433
Steward Partners Investment Advisory
New York
$1K +$1.32K +6 New
TWA
434
TCI Wealth Advisors
Arizona
$1K +$1.32K +6 New
BCPEMI
435
Bain Capital Public Equity Management II
Massachusetts
– -$27M -136,894 Closed
BCM
436
BlueMar Capital Management
Florida
– -$3.47M -17,584 Closed
MAM
437
Majedie Asset Management
United Kingdom
– -$2.97M -15,005 Closed
MSE
438
MUFG Securities EMEA
United Kingdom
– -$2.47M -12,500 Closed
LS
439
Livforsakringsbolaget Skandia
Sweden
– -$2.2M -11,142 Closed
IP
440
Interval Partners
New York
– -$1.85M -8,362 Closed
CCIA
441
Campbell & Co Investment Adviser
Maryland
– -$1.6M -8,100 Closed
SSA
442
Schonfeld Strategic Advisors
New York
– -$1.28M -6,489 Closed
DILIC
443
Dai-ichi Life Insurance Company
Japan
– -$1.16M -5,892 Closed
WCM
444
Weld Capital Management
New York
– -$1.12M -5,679 Closed
TCM
445
Tuttle Capital Management
Connecticut
– -$911K -4,611 Closed
PHK
446
Point72 Hong Kong
Hong Kong
– -$821K -4,156 Closed
CIBC Private Wealth Group
447
CIBC Private Wealth Group
Georgia
– -$855K -4,151 Closed
Verition Fund Management
448
Verition Fund Management
Connecticut
– -$760K -3,845 Closed
SC
449
SRB Corp
Massachusetts
– -$519K -2,626 Closed
TCM
450
Teza Capital Management
Illinois
– -$422K -2,137 Closed
16 17
18
19 20

EG Hedge Fund Activity: Q4 2020 in Review

439 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q4 2020, worth a combined $8.92B — up 19% from $7.49B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new EG positions and 45 closed out — a net gain of 13 holders — while 138 added to existing stakes and 178 trimmed.

The largest buyer was Nuance Investments, adding an estimated $146M. The largest seller was BlackRock, cutting an estimated $130M.

  • 439 institutional investors held Everest Group (EG) as of Q4 2020, up from 432 in Q3 2020.
  • Funds reported $8.92B of Everest Group stock for Q4 2020, up 19% quarter-over-quarter.
  • 58 funds opened new Everest Group positions in Q4 2020 and 45 closed out, a net change of +13 holders.
  • The largest Everest Group buyer in Q4 2020 was Nuance Investments, an estimated $146M added.
  • The largest Everest Group seller in Q4 2020 was BlackRock, an estimated $130M sold.

Based on aggregated 13F filings for Q4 2020.