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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
RCAMU
76
Rothschild & Co Asset Management US
Connecticut
$14M -$5.08M -21,320 -27%
AAMU
77
Amundi Asset Management US
Massachusetts
$13.9M +$462K +1,941 +4%
GWI
78
Grace & White Inc
New York
$13.7M
DSC
79
Donald Smith & Co
New York
$12.9M -$17.1K -72 -0.1%
Canada Life
80
Canada Life
Manitoba, Canada
$12.8M +$92.4K +388 +0.7%
Russell Investments Group
81
Russell Investments Group
United Kingdom
$12.8M +$2.86M +12,014 +30%
TAIM
82
Te Ahumairangi Investment Management
New Zealand
$12.6M +$44.8K +188 +0.4%
Nordea Investment Management
83
Nordea Investment Management
Sweden
$12.4M -$490K -2,056 -4%
Arrowstreet Capital
84
Arrowstreet Capital
Massachusetts
$12.3M +$10.8M +45,406 +1,030%
KBC Group
85
KBC Group
Belgium
$12.3M -$3.08M -12,950 -21%
Bank of Nova Scotia
86
Bank of Nova Scotia
Ontario, Canada
$12.2M -$549K -2,307 -4%
Citadel Advisors
87
Citadel Advisors
Florida
$11.6M +$9.19M +38,587 +467%
Millennium Management
88
Millennium Management
New York
$11.2M +$4.23M +17,745 +64%
Manulife (Manufacturers Life Insurance)
89
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.9M -$318K -1,334 -3%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$10.9M -$1.16M -4,892 -10%
Canada Pension Plan Investment Board
91
Canada Pension Plan Investment Board
Ontario, Canada
$10.9M -$1.49M -6,258 -12%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
92
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$10.3M +$7.25M +30,438 +277%
Prudential Financial
93
Prudential Financial
New Jersey
$10.1M +$678K +2,849 +8%
ACI
94
AMP Capital Investors
Australia
$9.9M +$1.08M +4,534 +13%
FCM
95
Frontier Capital Management
Massachusetts
$9.87M -$5.69M -23,895 -37%
PP
96
Prospector Partners
Connecticut
$9.83M +$341K +1,430 +4%
Schroder Investment Management Group
97
Schroder Investment Management Group
United Kingdom
$9.79M -$10.6M -44,321 -53%
GT
98
Glenmede Trust
Pennsylvania
$9.79M -$172K -723 -2%
JP Morgan Chase
99
JP Morgan Chase
New York
$9.53M -$943K -3,962 -9%
Mitsubishi UFJ Trust & Banking
100
Mitsubishi UFJ Trust & Banking
Japan
$9.44M -$2.13M -8,932 -19%