Everest Group
464 hedge funds and large institutions have $9.33B invested in Everest Group in 2021 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 154 increasing their positions, 168 reducing their positions, and 45 closing their positions.
36% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 45
2% more funds holding
Funds holding: 454 → 464 (+10)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
2% less capital invested
Capital invested by funds: $9.51B → $9.33B (-$186M)
8% less repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 168
1.12% less ownership
Funds ownership: 94.99% → 93.87% (-1.1%)
36% less call options, than puts
Call options by funds: $14M | Put options by funds: $21.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$100M |
| 2 |
BlackRock
New York
|
+$75.4M |
| 3 |
Man Group
London,
United Kingdom
|
+$61.3M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$38.9M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$28.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
-$126M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$69.9M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$59M |
| 4 |
Aviva
London,
United Kingdom
|
-$36M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$33.8M |
EG Hedge Fund Activity: Q3 2021 in Review
464 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q3 2021, worth a combined $9.33B — down 2% from $9.51B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new EG positions and 45 closed out — a net gain of 16 holders — while 154 added to existing stakes and 168 trimmed.
The largest buyer was Nuveen, adding an estimated $100M. The largest seller was Southeastern Asset Management, exiting entirely with an estimated $126M sold.
- 464 institutional investors held Everest Group (EG) as of Q3 2021, up from 454 in Q2 2021.
- Funds reported $9.33B of Everest Group stock for Q3 2021, down 2% quarter-over-quarter.
- 61 funds opened new Everest Group positions in Q3 2021 and 45 closed out, a net change of +16 holders.
- The largest Everest Group buyer in Q3 2021 was Nuveen, an estimated $100M added.
- The largest Everest Group seller in Q3 2021 was Southeastern Asset Management, an estimated $126M sold.
Based on aggregated 13F filings for Q3 2021.