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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
EARNEST Partners
26
EARNEST Partners
Georgia
$77.6M +$1.54M +6,995 +2%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$75.8M -$2.11M -9,571 -3%
Swiss National Bank
28
Swiss National Bank
Switzerland
$69.7M -$2.98M -13,500 -4%
UBS AM
29
UBS AM
Illinois
$66.1M +$3.36M +15,224 +6%
Charles Schwab
30
Charles Schwab
California
$62.8M +$478K +2,167 +0.8%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$62.2M -$13.2M -59,787 -19%
First Trust Advisors
32
First Trust Advisors
Illinois
$60.6M -$11.1M -50,435 -16%
PCH
33
Polar Capital Holdings
United Kingdom
$59.3M +$55.9M +253,250 New
APG Asset Management
34
APG Asset Management
Netherlands
$58.5M +$50.4M +228,315 +294%
PPA
35
Parametric Portfolio Associates
Washington
$47.9M -$2.98M -13,509 -6%
Viking Global Investors
36
Viking Global Investors
Connecticut
$46.7M -$102M -460,726 -70%
Bank of America
37
Bank of America
North Carolina
$43.2M +$7.61M +34,462 +23%
Morgan Stanley
38
Morgan Stanley
New York
$41.8M +$9.54M +43,214 +32%
Robeco Institutional Asset Management
39
Robeco Institutional Asset Management
Netherlands
$39.9M -$14.7M -66,421 -28%
SI
40
Scout Investments
Missouri
$37.5M +$21.3M +96,414 +151%
SEI Investments
41
SEI Investments
Pennsylvania
$36.5M -$2M -9,075 -6%
Deutsche Bank
42
Deutsche Bank
Germany
$36.3M +$594K +2,689 +2%
MAM
43
Martingale Asset Management
Massachusetts
$35.7M +$3.06M +13,865 +10%
WRF
44
Waddell & Reed Financial
Kansas
$34.4M +$66.2K +300 +0.2%
Federated Hermes
45
Federated Hermes
Pennsylvania
$33.8M +$4.66M +21,084 +17%
Adage Capital Partners
46
Adage Capital Partners
Massachusetts
$32.6M +$23.9M +108,300 +349%
CS
47
Credit Suisse
Switzerland
$31.9M +$1.64M +7,433 +6%
CTA
48
Carillon Tower Advisers
Florida
$28.7M +$16.5M +74,706 +156%
GAI
49
General American Investors
New York
$28.4M – – –
Ameriprise
50
Ameriprise
Minnesota
$28M +$368K +1,668 +1%
1
2
3 4 5

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.