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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
PCG
426
Private Capital Group
Connecticut
$4K
SIM
427
Sonora Investment Management
Arizona
$4K +$3.9K +15 New
AIG
428
American International Group
New York
$3.1K -$521 -2 -0%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
429
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3K -$10.8M -41,428 -100%
CA
430
Clearstead Advisors
Ohio
$3K -$2.86K -11 -48%
BWM
431
BerganKDV Wealth Management
Minnesota
$3K
HR
432
Howe & Rusling
New York
$3K
MCM
433
MV Capital Management
Maryland
$3K +$2.86K +11 New
AW
434
Alaethes Wealth
Nevada
$3K +$3.12K +12 New
TFO
435
Tarbox Family Office
California
$2K -$1.04K -4 -33%
CFD
436
Creative Financial Designs
Indiana
$2K
HS
437
Horan Securities
United States
$2K
JWM
438
Janiczek Wealth Management
Colorado
$2K
JFA
439
JNBA Financial Advisors
Minnesota
$2K
LC
440
Lindbrook Capital
California
$2K
NFSG
441
Newbridge Financial Services Group
Florida
$2K
TWA
442
TCI Wealth Advisors
Arizona
$2K
WT
443
Washington Trust
Rhode Island
$2K
CAL
444
Capital Analysts LLC
Pennsylvania
$2K +$260 +1 +17%
GWS
445
Glassman Wealth Services
Virginia
$2K +$1.56K +6 New
HI
446
Harbour Investments
Wisconsin
$2K +$1.56K +6 New
SPIA
447
Steward Partners Investment Advisory
New York
$2K +$2.08K +8 New
TFS
448
TrustCore Financial Services
Tennessee
$2K +$2.08K +8 New
Walleye Capital
449
Walleye Capital
New York
$1.44K +$255K +980 +21%
PWMG
450
Prestige Wealth Management Group
New Jersey
$1K -$4.68K -18 -82%

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.