Everest Group
424 hedge funds and large institutions have $8.25B invested in Everest Group in 2018 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 129 increasing their positions, 166 reducing their positions, and 44 closing their positions.
291% more call options, than puts
Call options by funds: $31.5M | Put options by funds: $8.06M
250% more funds holding in top 10
Funds holding in top 10: 2 → 7 (+5)
48% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 44
5% more funds holding
Funds holding: 405 → 424 (+19)
2.08% less ownership
Funds ownership: 95.61% → 93.53% (-2.1%)
7% less capital invested
Capital invested by funds: $8.84B → $8.25B (-$597M)
22% less repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 166
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$32.5M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$32.2M |
| 3 |
Man Group
London,
United Kingdom
|
+$31.3M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$23.6M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$23.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$95.8M |
| 2 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$94.2M |
| 3 |
Royal London Asset Management
United Kingdom
|
-$85M |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$47.2M |
| 5 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$30.5M |
EG Hedge Fund Activity: Q4 2018 in Review
424 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q4 2018, worth a combined $8.25B — down 6.8% from $8.84B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new EG positions and 44 closed out — a net gain of 21 holders — while 129 added to existing stakes and 166 trimmed.
The largest buyer was BlackRock, adding an estimated $32.5M. The largest seller was JP Morgan Chase, cutting an estimated $95.8M.
- 424 institutional investors held Everest Group (EG) as of Q4 2018, up from 405 in Q3 2018.
- Funds reported $8.25B of Everest Group stock for Q4 2018, down 6.8% quarter-over-quarter.
- 65 funds opened new Everest Group positions in Q4 2018 and 44 closed out, a net change of +21 holders.
- The largest Everest Group buyer in Q4 2018 was BlackRock, an estimated $32.5M added.
- The largest Everest Group seller in Q4 2018 was JP Morgan Chase, an estimated $95.8M sold.
Based on aggregated 13F filings for Q4 2018.