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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
QIM
201
Quantitative Investment Management
Virginia
$1.87M +$1.35M +5,193 +232%
BCIM
202
British Columbia Investment Management
British Columbia, Canada
$1.86M +$220K +845 +13%
State of Tennessee, Department of Treasury
203
State of Tennessee, Department of Treasury
Tennessee
$1.8M +$7.29K +28 +0.4%
ACA
204
Anchor Capital Advisors
Massachusetts
$1.78M -$40.3K -155 -2%
SC
205
SRB Corp
Massachusetts
$1.71M +$1.76M +6,781 New
Fuller & Thaler Asset Management
206
Fuller & Thaler Asset Management
California
$1.69M +$733K +2,815 +72%
TPSF
207
Texas Permanent School Fund
Texas
$1.68M -$4.95K -19 -0.3%
WT
208
Whittier Trust
California
$1.64M
CIS
209
Capital International Sarl
California
$1.64M +$164K +629 +11%
CS
210
Candriam SCA
Luxembourg
$1.61M +$1.66M +6,396 New
TI
211
Trexquant Investment
Connecticut
$1.6M +$1.66M +6,367 New
EIP
212
Epoch Investment Partners
New York
$1.59M
Public Sector Pension Investment Board (PSP Investments)
213
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.58M +$651K +2,500 +66%
WG
214
Winton Group
United Kingdom
$1.53M +$765K +2,940 +94%
BCMO
215
Buckingham Capital Management (Ohio)
Ohio
$1.5M +$1.55M +5,943 New
Handelsbanken Fonder
216
Handelsbanken Fonder
Sweden
$1.49M -$1.58M -6,063 -51%
TCOT
217
Trust Company of Toledo
Ohio
$1.49M -$1.56K -6 -0.1%
DM
218
Delphi Management
Massachusetts
$1.43M -$252K -968 -15%
II
219
IFM Investors
Australia
$1.42M +$365K +1,404 +33%
RC
220
RegentAtlantic Capital
New Jersey
$1.41M +$10.9K +42 +0.8%
NIPH
221
NN Investment Partners Holdings
Netherlands
$1.39M +$49.2K +189 +4%
ACP
222
Aviance Capital Partners
Florida
$1.39M -$13.5K -52 -0.9%
CIP
223
Chartwell Investment Partners
Pennsylvania
$1.36M -$69.8K -268 -5%
SGI
224
Summit Global Investments
Utah
$1.36M +$1.4M +5,379 New
Public Employees Retirement Association of Colorado
225
Public Employees Retirement Association of Colorado
Colorado
$1.35M

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.