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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
OQS
476
Occudo Quantitative Strategies
Florida
-$535K -2,157 Closed
VF
477
Virtu Financial
New York
-$532K -2,148 Closed
KWA
478
KCS Wealth Advisory
California
-$490K -1,978 Closed
Tudor Investment Corp
479
Tudor Investment Corp
Connecticut
-$442K -1,783 Closed
DTL
480
Dynamic Technology Lab
Singapore
-$432K -1,743 Closed
QT
481
Quantbot Technologies
New York
-$411K -1,662 Closed
AII
482
AGF Investments Inc
Ontario, Canada
-$405K -1,636 Closed
AIM
483
Aigen Investment Management
New York
-$347K -1,400 Closed
CCIA
484
Campbell & Co Investment Adviser
Maryland
-$347K -1,400 Closed
CC
485
Centiva Capital
New York
-$347K -1,399 Closed
FRM
486
Fox Run Management
Connecticut
-$331K -1,334 Closed
LP
487
LMR Partners
United Kingdom
-$294K -1,185 Closed
JF
488
Jump Financial
Illinois
-$260K -1,049 Closed
BBVA
489
Banco Bilbao Vizcaya Argentaria
Spain
-$220K -889 Closed
BC
490
Bridgefront Capital
Texas
-$214K -862 Closed
FHB
491
First Hawaiian Bank
Hawaii
-$204K -826 Closed
HWA
492
Heritage Wealth Advisors
Virginia
-$123K -497 Closed
AssetMark Inc
493
AssetMark Inc
California
-$28K -115 Closed
SWM
494
Spire Wealth Management
Virginia
-$26K -102 Closed
PCM
495
Penserra Capital Management
California
-$24K -100 Closed
IAIM
496
International Assets Investment Management
Florida
-$14K -59 Closed
WCM
497
Wealthcare Capital Management
Virginia
-$4K -17 Closed
AIC
498
Ameritas Investment Company
Nebraska
-$3.96K -16 Closed
VFA
499
Valeo Financial Advisors
Indiana
-$4K -16 Closed
ACM
500
Allred Capital Management
Texas
-$1.24K -5 Closed

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.