Everest Group
442 hedge funds and large institutions have $10.8B invested in Everest Group in 2019 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 138 increasing their positions, 180 reducing their positions, and 37 closing their positions.
527% more call options, than puts
Call options by funds: $70.8M | Put options by funds: $11.3M
46% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 37
1% more funds holding
Funds holding: 436 → 442 (+6)
5% more capital invested
Capital invested by funds: $10.3B → $10.8B (+$471M)
0.38% more ownership
Funds ownership: 95.46% → 95.84% (+0.38%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
23% less repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 180
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$152M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$78.8M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$72.4M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$71.7M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$61.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$87.7M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$61.4M |
| 3 |
JP Morgan Chase
New York
|
-$44.3M |
| 4 |
PI
PGGM Investments
Zeist,
Netherlands
|
-$30.2M |
| 5 |
SI
Scout Investments
Kansas City,
Missouri
|
-$26.6M |
EG Hedge Fund Activity: Q4 2019 in Review
442 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q4 2019, worth a combined $10.8B — up 4.6% from $10.3B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new EG positions and 37 closed out — a net gain of 17 holders — while 138 added to existing stakes and 180 trimmed.
The largest buyer was Capital International Investors, adding an estimated $152M. The largest seller was AllianceBernstein, cutting an estimated $87.7M.
- 442 institutional investors held Everest Group (EG) as of Q4 2019, up from 436 in Q3 2019.
- Funds reported $10.8B of Everest Group stock for Q4 2019, up 4.6% quarter-over-quarter.
- 54 funds opened new Everest Group positions in Q4 2019 and 37 closed out, a net change of +17 holders.
- The largest Everest Group buyer in Q4 2019 was Capital International Investors, an estimated $152M added.
- The largest Everest Group seller in Q4 2019 was AllianceBernstein, an estimated $87.7M sold.
Based on aggregated 13F filings for Q4 2019.