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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
Rafferty Asset Management
126
Rafferty Asset Management
New York
$5.7M +$722K +2,775 +14%
CII
127
Capital International Inc
California
$5.63M -$2.08M -7,980 -26%
Aberdeen Group
128
Aberdeen Group
United Kingdom
$5.6M -$208K -799 -3%
GC
129
Gillson Capital
Illinois
$5.5M -$2.3M -8,825 -29%
Citadel Advisors
130
Citadel Advisors
Florida
$5.48M -$6.53M -25,084 -54%
N
131
Natixis
France
$5.48M -$522K -2,004 -8%
SAM
132
Shell Asset Management
Netherlands
$5.42M -$678K -2,605 -11%
VI
133
Vestcor Inc
New Brunswick, Canada
$5.28M -$86.7K -333 -2%
SLAM
134
Swiss Life Asset Management
$5.25M +$2.09M +8,045 New
State of New Jersey Common Pension Fund D
135
State of New Jersey Common Pension Fund D
New Jersey
$5.24M -$1.49M -5,722 -22%
IMRF
136
Illinois Municipal Retirement Fund
Illinois
$4.99M +$2.91M +11,168 +130%
NEI
137
Northwest & Ethical Investments
Ontario, Canada
$4.97M +$1.29M +4,952 +34%
PAMU
138
Pictet Asset Management (UK)
United Kingdom
$4.93M -$42.4K -163 -0.8%
CSS
139
Cubist Systematic Strategies
Connecticut
$4.86M -$88.2K -339 -2%
D.E. Shaw & Co
140
D.E. Shaw & Co
New York
$4.81M +$989K +3,798 +25%
TCM
141
Twin Capital Management
Pennsylvania
$4.78M +$72.9K +280 +1%
Fidelity Investments
142
Fidelity Investments
Massachusetts
$4.67M -$15.1K -58 -0.3%
CSPAM
143
Cary Street Partners Asset Management
Virginia
$4.63M -$30.7M -118,116 -87%
CHAM
144
Clear Harbor Asset Management
Connecticut
$4.46M +$130K +500 +3%
O
145
Ossiam
France
$4.42M +$2.7M +10,386 +146%
NVIM
146
New Vernon Investment Management
Illinois
$4.41M
Cerity Partners
147
Cerity Partners
New York
$4.37M -$521 -2 -0%
UIM
148
USS Investment Management
United Kingdom
$4.18M
GGHC
149
Gilder Gagnon Howe & Co
New York
$4.13M -$637K -2,448 -13%
Mackenzie Financial
150
Mackenzie Financial
Ontario, Canada
$4M -$261K -1,004 -6%

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.