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Everest Group

463 hedge funds and large institutions have $9.29B invested in Everest Group in 2021 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 158 increasing their positions, 168 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

78% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 36

14% more call options, than puts

Call options by funds: $15.4M | Put options by funds: $13.5M

5% more funds holding

Funds holding: 439463 (+24)

4% more capital invested

Capital invested by funds: $8.92B → $9.29B (+$361M)

0.88% less ownership

Funds ownership: 95.1%94.22% (-0.88%)

6% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 168

Holders
463
Holders Change
+24
Holders Change %
+5.47%
% of All Funds
8.13%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
64
Increased
158
Reduced
168
Closed
36
Calls
$15.4M
Puts
$13.5M
Net Calls
+$1.93M
Net Calls Change
-$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
IRC
451
Investors Research Corp
Georgia
$1K
JWM
452
Janiczek Wealth Management
Colorado
$1K
JFA
453
JNBA Financial Advisors
Minnesota
$1K
LC
454
Lindbrook Capital
California
$1K
NFSG
455
Newbridge Financial Services Group
Florida
$1K
HDIM
456
Hanson & Doremus Investment Management
Vermont
$1K +$714 +3 New
MWP
457
Meridian Wealth Partners
Pennsylvania
$1K +$714 +3 New
SCA
458
Stonebridge Capital Advisors
Minnesota
$1K +$1.19K +5 New
Viking Global Investors
459
Viking Global Investors
Connecticut
-$46.7M -199,505 Closed
Point72 Asset Management
460
Point72 Asset Management
Connecticut
-$7.02M -30,000 Closed
DZ Bank
461
DZ Bank
Germany
-$4.15M -18,000 Closed
OA
462
Oak Associates
Ohio
-$2.48M -10,600 Closed
1832 Asset Management
463
1832 Asset Management
Ontario, Canada
-$2.06M -8,900 Closed
ACM
464
Alethea Capital Management
Washington
-$1.6M -6,844 Closed
DA
465
Duality Advisers
Florida
-$1.39M -5,919 Closed
MSA
466
Mason Street Advisors
Wisconsin
-$1.29M -5,513 Closed
PL
467
Polianta Ltd
Jersey
-$1.22M -5,200 Closed
ESCM
468
Echo Street Capital Management
New York
-$1.21M -5,159 Closed
RCAG
469
Rehmann Capital Advisory Group
Michigan
-$867K -3,705 Closed
LCS
470
Levin Capital Strategies
New York
-$831K -3,550 Closed
AA
471
AQR Arbitrage
Connecticut
-$708K -3,023 Closed
AIM
472
Achmea Investment Management
Netherlands
-$607K -2,590 Closed
E
473
Ergoteles
New York
-$456K -1,946 Closed
Nomura Holdings
474
Nomura Holdings
Japan
-$432K -1,852 Closed
ALAM
475
Asahi Life Asset Management
Japan
-$358K -1,530 Closed