Everest Group
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$146M |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
+$50.4M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$42.6M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$28.5M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
+$23.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$130M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
-$102M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$28.7M |
| 4 |
BCPEMI
Bain Capital Public Equity Management II
Boston,
Massachusetts
|
-$27M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
-$25M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
476
Fidelity International
Hamilton,
Bermuda
| – | -$5.74K | -26 | -96% |
|
|
CA
477
Crewe Advisors
Salt Lake City,
Utah
| – | -$1K | -7 | Closed |
|
|
AF
478
Advisornet Financial
Minnetonka,
Minnesota
| – | -$1K | -6 | Closed |
|
|
PWM
479
Provident Wealth Management
Brentwood,
Tennessee
| – | -$1K | -6 | Closed |
|
|
EI
480
Ellevest Inc
New York
| – | -$1K | -5 | Closed |
|
|
MA
481
MUFG Americas
New York
| – | +$221 | +1 | New |
|
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.