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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
GAI
51
General American Investors
New York
$30.6M
PCM
52
Prana Capital Management
Connecticut
$30.6M +$30.1M +115,820 +2,088%
Ameriprise
53
Ameriprise
Minnesota
$28.6M +$3.57M +13,732 +14%
RJA
54
Raymond James & Associates
Florida
$27.5M +$3.09M +11,874 +12%
SFM
55
Systematic Financial Management
New Jersey
$25.2M +$8.18M +31,420 +46%
Barclays
56
Barclays
United Kingdom
$22.4M +$2.01M +7,720 +9%
SAM
57
Storebrand Asset Management
Norway
$20.7M -$1.11M -4,269 -5%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$20.5M
Russell Investments Group
59
Russell Investments Group
United Kingdom
$20.2M +$7.48M +28,741 +56%
State of Wisconsin Investment Board
60
State of Wisconsin Investment Board
Wisconsin
$19.6M -$1.11M -4,268 -5%
PI
61
PGGM Investments
Netherlands
$19.3M
HSBC Holdings
62
HSBC Holdings
United Kingdom
$18.2M +$2.05M +7,890 +12%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$17.7M -$756K -2,905 -4%
Principal Financial Group
64
Principal Financial Group
Iowa
$17.4M +$1.35M +5,184 +8%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$16.9M +$1.15M +4,419 +7%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$16.8M -$898K -3,450 -5%
Goldman Sachs
67
Goldman Sachs
New York
$16.8M -$97.9K -376 -0.6%
T. Rowe Price Associates
68
T. Rowe Price Associates
Maryland
$16.5M -$56.2K -216 -0.3%
Bank of Nova Scotia
69
Bank of Nova Scotia
Ontario, Canada
$16.1M +$3.8M +14,588 +30%
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$16M -$3.63M -13,953 -18%
Zurich Cantonal Bank
71
Zurich Cantonal Bank
Switzerland
$15.6M -$38.8K -149 -0.2%
TH
72
TCTC Holdings
Texas
$15.3M
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$15.1M +$340K +1,305 +2%
DSA
74
Davis Selected Advisers
Arizona
$15.1M -$26.8K -103 -0.2%
GWI
75
Grace & White Inc
New York
$13.9M

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.