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Everest Group

463 hedge funds and large institutions have $9.29B invested in Everest Group in 2021 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 158 increasing their positions, 168 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

78% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 36

14% more call options, than puts

Call options by funds: $15.4M | Put options by funds: $13.5M

5% more funds holding

Funds holding: 439463 (+24)

4% more capital invested

Capital invested by funds: $8.92B → $9.29B (+$361M)

0.88% less ownership

Funds ownership: 95.1%94.22% (-0.88%)

6% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 168

Holders
463
Holders Change
+24
Holders Change %
+5.47%
% of All Funds
8.13%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
64
Increased
158
Reduced
168
Closed
36
Calls
$15.4M
Puts
$13.5M
Net Calls
+$1.93M
Net Calls Change
-$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WRF
51
Waddell & Reed Financial
Kansas
$21.8M -$14.1M -59,155 -40%
SAM
52
Storebrand Asset Management
Norway
$21.4M +$5.31M +22,320 +35%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$20.5M
State of Wisconsin Investment Board
54
State of Wisconsin Investment Board
Wisconsin
$20.3M -$578K -2,426 -3%
Barclays
55
Barclays
United Kingdom
$20.2M +$3.32M +13,937 +21%
Renaissance Technologies
56
Renaissance Technologies
New York
$19.7M +$14.7M +61,600 +344%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$19.2M -$2.08M -8,750 -10%
Citigroup
58
Citigroup
New York
$19.1M +$788K +3,309 +4%
PI
59
PGGM Investments
Netherlands
$19M -$2.43M -10,185 -12%
UBS Group
60
UBS Group
Switzerland
$19M -$1.57M -6,610 -8%
ZDA
61
Zweig-DiMenna Associates
New York
$18.4M -$4.55M -19,110 -20%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$18.1M +$266K +1,116 +2%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$17.4M -$1.23M -5,157 -7%
SFM
64
Systematic Financial Management
New Jersey
$17M +$6.77M +28,448 +71%
Goldman Sachs
65
Goldman Sachs
New York
$16.6M +$2.16M +9,085 +16%
T. Rowe Price Associates
66
T. Rowe Price Associates
Maryland
$16.3M -$1.24M -5,211 -7%
HSBC Holdings
67
HSBC Holdings
United Kingdom
$16.1M -$4.51M -18,952 -23%
Principal Financial Group
68
Principal Financial Group
Iowa
$15.8M -$17.4K -73 -0.1%
Robeco Institutional Asset Management
69
Robeco Institutional Asset Management
Netherlands
$15.5M -$25.6M -107,647 -63%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$15.5M +$1.34M +5,607 +10%
Zurich Cantonal Bank
71
Zurich Cantonal Bank
Switzerland
$15.4M +$591K +2,483 +4%
TH
72
TCTC Holdings
Texas
$15.1M -$16.7K -70 -0.1%
DSA
73
Davis Selected Advisers
Arizona
$14.9M +$45.2K +190 +0.3%
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$14.6M -$1.58M -6,650 -10%
WHG
75
Westwood Holdings Group
Texas
$14.4M -$1.9M -7,972 -12%