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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
WHG
76
Westwood Holdings Group
Texas
$13.9M -$846K -3,250 -6%
SGAM
77
Smith Group Asset Management
Texas
$13.2M +$13.7M +52,500 New
Schroder Investment Management Group
78
Schroder Investment Management Group
United Kingdom
$13.2M +$3.3M +12,670 +32%
DSC
79
Donald Smith & Co
New York
$13.1M +$16.7K +64 +0.1%
RCAMU
80
Rothschild & Co Asset Management US
Connecticut
$13M -$1.28M -4,919 -9%
UBS Group
81
UBS Group
Switzerland
$12.9M -$6.58M -25,288 -33%
Millennium Management
82
Millennium Management
New York
$12.9M +$1.53M +5,865 +13%
Citigroup
83
Citigroup
New York
$12.8M -$6.93M -26,624 -34%
KBC Group
84
KBC Group
Belgium
$12.7M +$187K +718 +1%
TAIM
85
Te Ahumairangi Investment Management
New Zealand
$12.2M -$652K -2,504 -5%
CS
86
Credit Suisse
Switzerland
$12.1M -$18.7M -71,782 -60%
SIA
87
Sit Investment Associates
Minnesota
$11.9M +$6M +23,060 +96%
IP
88
Interval Partners
New York
$11.8M +$12.2M +46,789 New
Nordea Investment Management
89
Nordea Investment Management
Sweden
$11.6M -$675K -2,593 -5%
Amundi
90
Amundi
France
$11.2M +$11.6M +44,582 New
Lazard Asset Management
91
Lazard Asset Management
New York
$11.1M +$1.86M +7,159 +19%
JP Morgan Chase
92
JP Morgan Chase
New York
$10.6M +$907K +3,483 +9%
State Board of Administration of Florida Retirement System
93
State Board of Administration of Florida Retirement System
Florida
$10.3M -$820K -3,150 -7%
PP
94
Prospector Partners
Connecticut
$10.2M +$247K +950 +2%
BTW
95
Boston Trust Walden
Massachusetts
$9.99M +$2.86M +10,990 +38%
BGIM
96
Brandywine Global Investment Management
Pennsylvania
$9.86M +$1.49M +5,709 +17%
Man Group
97
Man Group
United Kingdom
$9.78M +$8.73M +33,545 +639%
GT
98
Glenmede Trust
Pennsylvania
$9.72M -$247K -950 -2%
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.56M -$1.61M -6,175 -14%
FCM
100
Frontier Capital Management
Massachusetts
$9.51M -$541K -2,080 -5%

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.