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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
Legal & General Group
26
Legal & General Group
United Kingdom
$74.3M -$13.9M -53,344 -15%
EARNEST Partners
27
EARNEST Partners
Georgia
$73.7M -$8.31M -31,912 -10%
Charles Schwab
28
Charles Schwab
California
$71.1M +$2.06M +7,904 +3%
APG Asset Management
29
APG Asset Management
Netherlands
$63.4M -$33.5M -128,600 -30%
Lord, Abbett & Co
30
Lord, Abbett & Co
New Jersey
$59M -$20.7M -79,576 -25%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$57.3M -$417K -1,604 -0.7%
Adage Capital Partners
32
Adage Capital Partners
Massachusetts
$56.1M -$8.07M -31,000 -12%
Morgan Stanley
33
Morgan Stanley
New York
$51.9M +$691K +2,655 +1%
UBS AM
34
UBS AM
Illinois
$51.4M -$13.9M -53,214 -21%
N
35
Nuveen
North Carolina
$48.3M -$56.9M -218,609 -53%
PPA
36
Parametric Portfolio Associates
Washington
$47.3M +$1.77M +6,793 +4%
MAM
37
Martingale Asset Management
Massachusetts
$46.9M +$22.6M +86,941 +88%
Deutsche Bank
38
Deutsche Bank
Germany
$46M +$1.32M +5,060 +3%
Jacobs Levy Equity Management
39
Jacobs Levy Equity Management
New Jersey
$43.4M +$17.9M +68,729 +66%
Swiss National Bank
40
Swiss National Bank
Switzerland
$41.1M -$36.1M -138,757 -46%
MHI
41
Miller Howard Investments
New York
$40.6M +$359K +1,380 +0.9%
Renaissance Technologies
42
Renaissance Technologies
New York
$38.5M +$19.1M +73,200 +92%
Aviva
43
Aviva
United Kingdom
$38.5M +$120K +460 +0.3%
SEI Investments
44
SEI Investments
Pennsylvania
$37.1M +$2.62M +10,069 +7%
SI
45
Scout Investments
Missouri
$36.4M -$22.7M -87,323 -38%
Federated Hermes
46
Federated Hermes
Pennsylvania
$35.6M -$866K -3,326 -2%
Bank of America
47
Bank of America
North Carolina
$35.1M -$12.6M -48,522 -26%
Balyasny Asset Management
48
Balyasny Asset Management
Illinois
$32.5M +$24.8M +95,445 +286%
ZDA
49
Zweig-DiMenna Associates
New York
$31.3M +$13M +50,029 +67%
SSA
50
Schonfeld Strategic Advisors
New York
$31M +$28.1M +107,900 +705%

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.