Everest Group
432 hedge funds and large institutions have $7.49B invested in Everest Group in 2020 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 140 increasing their positions, 179 reducing their positions, and 36 closing their positions.
33% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 36
2% more funds holding
Funds holding: 425 → 432 (+7)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.02% less ownership
Funds ownership: 94.91% → 94.9% (-0.02%)
4% less capital invested
Capital invested by funds: $7.84B → $7.49B (-$351M)
14% less call options, than puts
Call options by funds: $15M | Put options by funds: $17.5M
22% less repeat investments, than reductions
Existing positions increased: 140 | Existing positions reduced: 179
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
+$85.7M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$72.6M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$52.7M |
| 4 |
Viking Global Investors
Stamford,
Connecticut
|
+$51.8M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$31.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
-$88.3M |
| 2 |
ESCM
Echo Street Capital Management
New York
|
-$38.3M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$35.4M |
| 4 |
BCPEMI
Bain Capital Public Equity Management II
Boston,
Massachusetts
|
-$32.4M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$27.5M |
EG Hedge Fund Activity: Q3 2020 in Review
432 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q3 2020, worth a combined $7.49B — down 4.5% from $7.84B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new EG positions and 36 closed out — a net gain of 12 holders — while 140 added to existing stakes and 179 trimmed.
The largest buyer was Southeastern Asset Management, opening a new position worth an estimated $85.7M. The largest seller was AQR Capital Management, cutting an estimated $88.3M.
- 432 institutional investors held Everest Group (EG) as of Q3 2020, up from 425 in Q2 2020.
- Funds reported $7.49B of Everest Group stock for Q3 2020, down 4.5% quarter-over-quarter.
- 48 funds opened new Everest Group positions in Q3 2020 and 36 closed out, a net change of +12 holders.
- The largest Everest Group buyer in Q3 2020 was Southeastern Asset Management, an estimated $85.7M added.
- The largest Everest Group seller in Q3 2020 was AQR Capital Management, an estimated $88.3M sold.
Based on aggregated 13F filings for Q3 2020.