Everest Group
437 hedge funds and large institutions have $9.79B invested in Everest Group in 2017 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 133 increasing their positions, 173 reducing their positions, and 26 closing their positions.
196% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 26
87% more call options, than puts
Call options by funds: $9.03M | Put options by funds: $4.84M
13% more funds holding
Funds holding: 388 → 437 (+49)
11% more capital invested
Capital invested by funds: $8.84B → $9.79B (+$950M)
1.22% more ownership
Funds ownership: 92.45% → 93.67% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
23% less repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 173
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$174M |
| 2 |
State Street
Boston,
Massachusetts
|
+$111M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
+$86.8M |
| 4 |
Janus Henderson Group
London,
|
+$84M |
| 5 |
Goldman Sachs
New York
|
+$46.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$205M |
| 2 |
JP Morgan Chase
New York
|
-$50.4M |
| 3 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$45.1M |
| 4 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
-$42.2M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
-$36M |
EG Hedge Fund Activity: Q2 2017 in Review
437 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q2 2017, worth a combined $9.79B — up 11% from $8.84B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new EG positions and 26 closed out — a net gain of 51 holders — while 133 added to existing stakes and 173 trimmed.
The largest buyer was Vanguard Group, adding an estimated $174M. The largest seller was BlackRock, cutting an estimated $205M.
- 437 institutional investors held Everest Group (EG) as of Q2 2017, up from 388 in Q1 2017.
- Funds reported $9.79B of Everest Group stock for Q2 2017, up 11% quarter-over-quarter.
- 77 funds opened new Everest Group positions in Q2 2017 and 26 closed out, a net change of +51 holders.
- The largest Everest Group buyer in Q2 2017 was Vanguard Group, an estimated $174M added.
- The largest Everest Group seller in Q2 2017 was BlackRock, an estimated $205M sold.
Based on aggregated 13F filings for Q2 2017.