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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
Lazard Asset Management
101
Lazard Asset Management
New York
$9.16M +$476 +2 +0%
QI
102
QS Investors
New York
$8.46M +$4.5M +18,911 +124%
LIA
103
LS Investment Advisors
Michigan
$8.34M -$90.5K -380 -1%
BGIM
104
Brandywine Global Investment Management
Pennsylvania
$8.28M +$439K +1,845 +6%
Balyasny Asset Management
105
Balyasny Asset Management
Illinois
$8.26M -$11.3M -47,280 -59%
VOYA Investment Management
106
VOYA Investment Management
Georgia
$8.19M -$605K -2,542 -7%
AAF
107
Andra AP-fonden
Sweden
$8.08M +$167K +700 +2%
GF
108
Goodman Financial
Texas
$7.75M +$480K +2,017 +7%
GC
109
Gillson Capital
Illinois
$7.59M +$7.29M +30,628 New
CII
110
Capital International Inc
California
$7.51M -$3.72M -15,610 -34%
Macquarie Group
111
Macquarie Group
Australia
$7.2M -$291K -1,223 -4%
BTW
112
Boston Trust Walden
Massachusetts
$7.1M +$34.5K +145 +0.5%
Chevy Chase Trust
113
Chevy Chase Trust
Maryland
$6.65M -$551K -2,314 -8%
State of New Jersey Common Pension Fund D
114
State of New Jersey Common Pension Fund D
New Jersey
$6.57M -$131K -552 -2%
SOADOR
115
State of Alaska Department of Revenue
Alaska
$6.41M +$1.23M +5,168 +25%
Asset Management One
116
Asset Management One
Japan
$6.25M -$1.01M -4,258 -14%
Envestnet Asset Management
117
Envestnet Asset Management
Illinois
$6.21M -$167K -700 -3%
CA
118
Capitolis Advisors
New York
$6.13M -$1.12M -4,700 -16%
Toronto Dominion Bank
119
Toronto Dominion Bank
Ontario, Canada
$6.03M +$17.4K +73 +0.3%
SAM
120
Shell Asset Management
Netherlands
$5.98M -$4.44M -18,654 -44%
SIA
121
Sit Investment Associates
Minnesota
$5.97M +$41.2K +173 +0.7%
N
122
Natixis
France
$5.88M +$3.76M +15,789 +199%
Aberdeen Group
123
Aberdeen Group
United Kingdom
$5.71M +$611K +2,564 +13%
Wells Fargo
124
Wells Fargo
California
$5.39M -$17.5M -73,670 -77%
VI
125
Vestcor Inc
New Brunswick, Canada
$5.28M +$18.1K +76 +0.4%