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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
Connor, Clark & Lunn Investment Management (CC&L)
176
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.68M -$1.61M -6,195 -37%
SOMRS
177
State of Michigan Retirement System
Michigan
$2.64M
SI
178
Stephens Inc
Arkansas
$2.63M -$494K -1,897 -15%
CWM
179
CIBC World Markets
New York
$2.57M -$328K -1,259 -11%
Baird Financial Group
180
Baird Financial Group
Wisconsin
$2.54M +$109K +419 +4%
OPERF
181
Oregon Public Employees Retirement Fund
Oregon
$2.54M +$189K +728 +8%
APF
182
Alaska Permanent Fund
Alaska
$2.47M -$364K -1,400 -13%
MIM
183
MetLife Investment Management
New Jersey
$2.34M -$61.7K -237 -2%
Marshall Wace
184
Marshall Wace
United Kingdom
$2.32M +$1.54M +5,903 +178%
US Bancorp
185
US Bancorp
Minnesota
$2.28M -$47.9K -184 -2%
CI
186
Capital International
California
$2.27M -$898K -3,449 -28%
JIC
187
Johnson Investment Counsel
Ohio
$2.26M
DCM
188
Dupont Capital Management
Delaware
$2.22M -$355K -1,363 -13%
CBT
189
Capital Bank & Trust
California
$2.17M +$283K +1,086 +14%
SO
190
STRS Ohio
Ohio
$2.16M -$203K -780 -8%
GIBU
191
Gulf International Bank (UK)
United Kingdom
$2.11M -$19.5K -75 -0.9%
GLA
192
Great Lakes Advisors
Illinois
$2.08M +$43.2K +166 +2%
ACM
193
Alamar Capital Management
California
$2.02M +$35.9K +138 +2%
SAM
194
Sompo Asset Management
Japan
$2.01M +$107K +410 +5%
FDCDDQ
195
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2M -$14.8K -57 -0.7%
Comerica Bank
196
Comerica Bank
Texas
$1.92M -$60.6K -233 -3%
DILIC
197
Dai-ichi Life Insurance Company
Japan
$1.91M +$1.97M +7,582 New
URS
198
Utah Retirement Systems
Utah
$1.9M
Skandinaviska Enskilda Banken (SEB)
199
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.9M -$58.3K -224 -3%
DekaBank Deutsche Girozentrale
200
DekaBank Deutsche Girozentrale
Germany
$1.89M +$242K +928 +14%

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.